Harley-Davidson
491 hedge funds and large institutions have $6.56B invested in Harley-Davidson in 2018 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 151 increasing their positions, 161 reducing their positions, and 59 closing their positions.
8% more capital invested
Capital invested by funds: $6.06B → $6.56B (+$496M)
0.47% more ownership
Funds ownership: 87.04% → 87.51% (+0.47%)
6% less repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 161
8% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 59
2% less funds holding
Funds holding: 501 → 491 (-10)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
49% less call options, than puts
Call options by funds: $56.7M | Put options by funds: $111M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$59.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$54.3M |
| 3 |
Dodge & Cox
San Francisco,
California
|
+$49.6M |
| 4 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$35.9M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$34.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$157M |
| 2 |
A
AustralianSuper
Melbourne,
Australia
|
-$107M |
| 3 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
-$31.8M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$22.1M |
| 5 |
Barclays
London,
United Kingdom
|
-$14.1M |
HOG Hedge Fund Activity: Q3 2018 in Review
491 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q3 2018, worth a combined $6.56B — up 8.2% from $6.06B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of HOG and 54 opened new positions — a net loss of 5 holders — while 161 trimmed existing stakes and 151 added.
The largest buyer was Bank of New York Mellon, adding an estimated $59.3M. The largest seller was Capital Research Global Investors, cutting an estimated $157M.
- 491 institutional investors held Harley-Davidson (HOG) as of Q3 2018, down from 501 in Q2 2018.
- Funds reported $6.56B of Harley-Davidson stock for Q3 2018, up 8.2% quarter-over-quarter.
- 54 funds opened new Harley-Davidson positions in Q3 2018 and 59 closed out, a net change of -5 holders.
- The largest Harley-Davidson buyer in Q3 2018 was Bank of New York Mellon, an estimated $59.3M added.
- The largest Harley-Davidson seller in Q3 2018 was Capital Research Global Investors, an estimated $157M sold.
Based on aggregated 13F filings for Q3 2018.