Harley-Davidson
470 hedge funds and large institutions have $5.23B invested in Harley-Davidson in 2019 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 138 increasing their positions, 154 reducing their positions, and 59 closing their positions.
67% more call options, than puts
Call options by funds: $83.7M | Put options by funds: $50M
6% more capital invested
Capital invested by funds: $4.92B → $5.23B (+$313M)
3.38% more ownership
Funds ownership: 89.16% → 92.54% (+3.4%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less first-time investments, than exits
New positions opened: 57 | Existing positions closed: 59
2% less funds holding
Funds holding: 478 → 470 (-8)
10% less repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 154
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$123M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$87.5M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$21.5M |
| 4 |
State Street
Boston,
Massachusetts
|
+$20.7M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$116M |
| 2 |
FPP
Findlay Park Partners
London,
United Kingdom
|
-$23.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$22.5M |
| 4 |
KP
Kiltearn Partners
Edinburgh,
United Kingdom
|
-$18.6M |
| 5 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$14.7M |
HOG Hedge Fund Activity: Q1 2019 in Review
470 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q1 2019, worth a combined $5.23B — up 6.4% from $4.92B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of HOG and 57 opened new positions — a net loss of 2 holders — while 154 trimmed existing stakes and 138 added.
The largest buyer was BlackRock, adding an estimated $123M. The largest seller was Mackenzie Financial, cutting an estimated $116M.
- 470 institutional investors held Harley-Davidson (HOG) as of Q1 2019, down from 478 in Q4 2018.
- Funds reported $5.23B of Harley-Davidson stock for Q1 2019, up 6.4% quarter-over-quarter.
- 57 funds opened new Harley-Davidson positions in Q1 2019 and 59 closed out, a net change of -2 holders.
- The largest Harley-Davidson buyer in Q1 2019 was BlackRock, an estimated $123M added.
- The largest Harley-Davidson seller in Q1 2019 was Mackenzie Financial, an estimated $116M sold.
Based on aggregated 13F filings for Q1 2019.