Harley-Davidson
532 hedge funds and large institutions have $8.35B invested in Harley-Davidson in 2016 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 165 increasing their positions, 205 reducing their positions, and 59 closing their positions.
9% more capital invested
Capital invested by funds: $7.65B → $8.35B (+$692M)
2.76% more ownership
Funds ownership: 88.08% → 90.85% (+2.8%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
8% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 59
2% less funds holding
Funds holding: 541 → 532 (-9)
20% less repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 205
27% less call options, than puts
Call options by funds: $217M | Put options by funds: $295M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
+$275M |
| 2 |
Royal London Asset Management
United Kingdom
|
+$102M |
| 3 |
Dodge & Cox
San Francisco,
California
|
+$70.5M |
| 4 |
Goldman Sachs
New York
|
+$56.8M |
| 5 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$43.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$379M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$69.1M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
-$61.3M |
| 4 |
Bank of New York Mellon
New York
|
-$44.4M |
| 5 |
Select Equity Group
New York
|
-$41.8M |
HOG Hedge Fund Activity: Q1 2016 in Review
532 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q1 2016, worth a combined $8.35B — up 9% from $7.65B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of HOG and 54 opened new positions — a net loss of 5 holders — while 205 trimmed existing stakes and 165 added.
The largest buyer was Independent Franchise Partners, adding an estimated $275M. The largest seller was Baillie Gifford & Co, cutting an estimated $379M.
- 532 institutional investors held Harley-Davidson (HOG) as of Q1 2016, down from 541 in Q4 2015.
- Funds reported $8.35B of Harley-Davidson stock for Q1 2016, up 9% quarter-over-quarter.
- 54 funds opened new Harley-Davidson positions in Q1 2016 and 59 closed out, a net change of -5 holders.
- The largest Harley-Davidson buyer in Q1 2016 was Independent Franchise Partners, an estimated $275M added.
- The largest Harley-Davidson seller in Q1 2016 was Baillie Gifford & Co, an estimated $379M sold.
Based on aggregated 13F filings for Q1 2016.