Harley-Davidson
528 hedge funds and large institutions have $8.61B invested in Harley-Davidson in 2017 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 177 increasing their positions, 185 reducing their positions, and 56 closing their positions.
5.08% more ownership
Funds ownership: 85.97% → 91.05% (+5.1%)
4% less repeat investments, than reductions
Existing positions increased: 177 | Existing positions reduced: 185
3% less funds holding
Funds holding: 545 → 528 (-17)
6% less capital invested
Capital invested by funds: $9.13B → $8.61B (-$523M)
21% less first-time investments, than exits
New positions opened: 44 | Existing positions closed: 56
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
66% less call options, than puts
Call options by funds: $82.1M | Put options by funds: $242M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$799M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$48.2M |
| 3 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
+$43.4M |
| 4 |
A
AustralianSuper
Melbourne,
Australia
|
+$37.1M |
| 5 |
Janus Henderson Group
London,
|
+$30.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$139M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$82.5M |
| 3 |
Los Angeles Capital Management
Los Angeles,
California
|
-$56.4M |
| 4 |
State Street
Boston,
Massachusetts
|
-$31.7M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$30.9M |
HOG Hedge Fund Activity: Q2 2017 in Review
528 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q2 2017, worth a combined $8.61B — down 5.7% from $9.13B a quarter earlier.
Sellers outnumbered buyers: 56 funds closed out of HOG and 44 opened new positions — a net loss of 12 holders — while 185 trimmed existing stakes and 177 added.
The largest buyer was Capital Research Global Investors, adding an estimated $799M. The largest seller was Morgan Stanley, cutting an estimated $139M.
- 528 institutional investors held Harley-Davidson (HOG) as of Q2 2017, down from 545 in Q1 2017.
- Funds reported $8.61B of Harley-Davidson stock for Q2 2017, down 5.7% quarter-over-quarter.
- 44 funds opened new Harley-Davidson positions in Q2 2017 and 56 closed out, a net change of -12 holders.
- The largest Harley-Davidson buyer in Q2 2017 was Capital Research Global Investors, an estimated $799M added.
- The largest Harley-Davidson seller in Q2 2017 was Morgan Stanley, an estimated $139M sold.
Based on aggregated 13F filings for Q2 2017.