We are live on ! Find out more
HOG icon

Harley-Davidson

544 hedge funds and large institutions have $9.12B invested in Harley-Davidson in 2017 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 161 increasing their positions, 192 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

17% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 47

0% more capital invested

Capital invested by funds: $9.12B → $9.12B (+$6.2M)

0% more funds holding

Funds holding: 544544 (0)

4% less call options, than puts

Call options by funds: $75.2M | Put options by funds: $78.7M

2.45% less ownership

Funds ownership: 88.42%85.97% (-2.5%)

16% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 192

Holders
544
Holders Change
Holders Change %
0%
% of All Funds
13.54%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
55
Increased
161
Reduced
192
Closed
47
Calls
$75.2M
Puts
$78.7M
Net Calls
-$3.52M
Net Calls Change
+$113M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.05B +$31.4M +534,966 +3%
BlackRock
2
BlackRock
New York
$639M +$600M +10,217,239 +2,897%
Dodge & Cox
3
Dodge & Cox
California
$531M -$6.08M -103,511 -1%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$524M -$136M -2,307,705 -21%
State Street
5
State Street
Massachusetts
$484M +$1.12M +19,111 +0.2%
Harris Associates
6
Harris Associates
Illinois
$479M -$185K -3,145 -0%
Invesco
7
Invesco
Georgia
$394M +$8.59M +146,314 +2%
IFP
8
Independent Franchise Partners
United Kingdom
$318M -$23M -391,543 -7%
LSV Asset Management
9
LSV Asset Management
Illinois
$242M +$4.75M +80,843 +2%
Morgan Stanley
10
Morgan Stanley
New York
$214M +$19M +322,982 +10%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$211M +$8.47M +144,255 +4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$169M +$19.3M +328,480 +13%
KP
13
Kiltearn Partners
United Kingdom
$165M +$4.48M +76,200 +3%
Capital Research Global Investors
14
Capital Research Global Investors
California
$144M +$139M +2,373,028 New
Northern Trust
15
Northern Trust
Illinois
$123M +$905K +15,417 +0.8%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$111M +$19.8M +336,480 +22%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$100M +$8.1M +137,921 +9%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$94.4M +$506K +8,612 +0.6%
Norges Bank
19
Norges Bank
Norway
$89.7M -$29.6M -503,838 -25%
Artisan Partners
20
Artisan Partners
Wisconsin
$82.5M -$17.4M -296,799 -18%
Wells Fargo
21
Wells Fargo
California
$81.8M +$429K +7,308 +0.5%
IAM
22
Impala Asset Management
Florida
$78.5M +$13.3M +226,865 +21%
GLA
23
Great Lakes Advisors
Illinois
$71.1M +$19M +323,560 +38%
MAMU
24
Marathon Asset Management (UK)
United Kingdom
$67.2M -$10.2M -172,884 -13%
HFS
25
HL Financial Services
Kentucky
$67M +$2.15M +36,563 +3%

HOG Hedge Fund Activity: Q1 2017 in Review

544 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q1 2017, worth a combined $9.12B — up 0.07% from $9.12B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new HOG positions and 47 closed out — a net gain of 8 holders — while 161 added to existing stakes and 192 trimmed.

The largest buyer was BlackRock, adding an estimated $600M. The largest seller was Cantillon Capital Management, exiting entirely with an estimated $318M sold.

  • 544 institutional investors held Harley-Davidson (HOG) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $9.12B of Harley-Davidson stock for Q1 2017, up 0.07% quarter-over-quarter.
  • 55 funds opened new Harley-Davidson positions in Q1 2017 and 47 closed out, a net change of +8 holders.
  • The largest Harley-Davidson buyer in Q1 2017 was BlackRock, an estimated $600M added.
  • The largest Harley-Davidson seller in Q1 2017 was Cantillon Capital Management, an estimated $318M sold.

Based on aggregated 13F filings for Q1 2017.