Harley-Davidson
544 hedge funds and large institutions have $9.12B invested in Harley-Davidson in 2016 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 139 increasing their positions, 202 reducing their positions, and 46 closing their positions.
72% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 46
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
5% more funds holding
Funds holding: 520 → 544 (+24)
5% more capital invested
Capital invested by funds: $8.7B → $9.12B (+$415M)
4.18% less ownership
Funds ownership: 92.6% → 88.42% (-4.2%)
31% less repeat investments, than reductions
Existing positions increased: 139 | Existing positions reduced: 202
52% less call options, than puts
Call options by funds: $108M | Put options by funds: $224M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$129M |
| 2 |
Los Angeles Capital Management
Los Angeles,
California
|
+$52.9M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$23M |
| 4 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$21.3M |
| 5 |
Renaissance Technologies
New York
|
+$21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
-$177M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$92.1M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$73.6M |
| 4 |
Bank of New York Mellon
New York
|
-$71.7M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$68.7M |
HOG Hedge Fund Activity: Q4 2016 in Review
544 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q4 2016, worth a combined $9.12B — up 4.8% from $8.7B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new HOG positions and 46 closed out — a net gain of 33 holders — while 139 added to existing stakes and 202 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $129M. The largest seller was Independent Franchise Partners, cutting an estimated $177M.
- 544 institutional investors held Harley-Davidson (HOG) as of Q4 2016, up from 520 in Q3 2016.
- Funds reported $9.12B of Harley-Davidson stock for Q4 2016, up 4.8% quarter-over-quarter.
- 79 funds opened new Harley-Davidson positions in Q4 2016 and 46 closed out, a net change of +33 holders.
- The largest Harley-Davidson buyer in Q4 2016 was Morgan Stanley, an estimated $129M added.
- The largest Harley-Davidson seller in Q4 2016 was Independent Franchise Partners, an estimated $177M sold.
Based on aggregated 13F filings for Q4 2016.