Harley-Davidson
496 hedge funds and large institutions have $6.86B invested in Harley-Davidson in 2018 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 137 increasing their positions, 169 reducing their positions, and 72 closing their positions.
6% less funds holding
Funds holding: 526 → 496 (-30)
7.96% less ownership
Funds ownership: 103.33% → 95.37% (-8%)
19% less repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 169
22% less capital invested
Capital invested by funds: $8.83B → $6.86B (-$1.96B)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
35% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 72
39% less call options, than puts
Call options by funds: $89.3M | Put options by funds: $147M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$82.1M |
| 2 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$57M |
| 3 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
+$37.5M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$20.1M |
| 5 |
KP
Kiltearn Partners
Edinburgh,
United Kingdom
|
+$16.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
-$375M |
| 2 |
Morgan Stanley
New York
|
-$102M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$81.9M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$77.2M |
| 5 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
-$50.1M |
HOG Hedge Fund Activity: Q1 2018 in Review
496 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q1 2018, worth a combined $6.86B — down 22% from $8.83B a quarter earlier.
Sellers outnumbered buyers: 72 funds closed out of HOG and 47 opened new positions — a net loss of 25 holders — while 169 trimmed existing stakes and 137 added.
The largest buyer was Bank of New York Mellon, adding an estimated $82.1M. The largest seller was Harris Associates, cutting an estimated $375M.
- 496 institutional investors held Harley-Davidson (HOG) as of Q1 2018, down from 526 in Q4 2017.
- Funds reported $6.86B of Harley-Davidson stock for Q1 2018, down 22% quarter-over-quarter.
- 47 funds opened new Harley-Davidson positions in Q1 2018 and 72 closed out, a net change of -25 holders.
- The largest Harley-Davidson buyer in Q1 2018 was Bank of New York Mellon, an estimated $82.1M added.
- The largest Harley-Davidson seller in Q1 2018 was Harris Associates, an estimated $375M sold.
Based on aggregated 13F filings for Q1 2018.