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Harley-Davidson

381 hedge funds and large institutions have $3.45B invested in Harley-Davidson in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 105 increasing their positions, 123 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $53.4M | Put options by funds: $43.2M

7% more capital invested

Capital invested by funds: $3.22B → $3.45B (+$226M)

3.31% more ownership

Funds ownership: 88.48%91.79% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less funds holding

Funds holding: 392381 (-11)

15% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 123

17% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 66

Holders
381
Holders Change
-11
Holders Change %
-2.81%
% of All Funds
7.69%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
55
Increased
105
Reduced
123
Closed
66
Calls
$53.4M
Puts
$43.2M
Net Calls
+$10.1M
Net Calls Change
+$26.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$323M -$25.3M -938,043 -7%
BlackRock
2
BlackRock
New York
$320M -$27.6M -1,023,059 -7%
Boston Partners
3
Boston Partners
Massachusetts
$307M +$95.5M +3,545,188 +39%
Invesco
4
Invesco
Georgia
$211M -$12.4M -460,855 -5%
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$161M -$2.64M -98,170 -1%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$159M -$72.5M -2,691,508 -29%
HPM
7
H. Partners Management
New York
$157M +$78.1M +2,900,000 +83%
BGC
8
Beutel, Goodman & Co
Ontario, Canada
$130M +$736K +27,330 +0.5%
LSV Asset Management
9
LSV Asset Management
Illinois
$122M +$12.8M +476,504 +11%
JAM
10
Jupiter Asset Management
United Kingdom
$113M +$864K +32,059 +0.7%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$99.4M +$52.1M +1,934,122 +91%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$89.7M +$2.03M +75,342 +2%
State Street
13
State Street
Massachusetts
$86.5M -$4.85M -180,085 -5%
IAM
14
Impala Asset Management
Florida
$84.4M -$11.2M -414,188 -11%
BC
15
Brahman Capital
New York
$78.2M +$40.8M +1,515,938 +91%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$69.9M +$16.9M +628,223 +28%
KP
17
Kiltearn Partners
United Kingdom
$69.3M -$11.8M -438,873 -13%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$55.6M +$59.9M +2,223,203 +5,247%
Norges Bank
19
Norges Bank
Norway
$46.2M -$2.36M -87,631 -4%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$43.2M -$2.02M -75,049 -4%
VanEck Associates
21
VanEck Associates
New York
$43.1M -$1.52M -56,481 -3%
Bank of America
22
Bank of America
North Carolina
$40.7M +$19.4M +720,145 +77%
Northern Trust
23
Northern Trust
Illinois
$31M -$1.84M -68,462 -5%
Holocene Advisors
24
Holocene Advisors
New York
$28.1M +$30.8M +1,144,460 New
CS
25
Credit Suisse
Switzerland
$26.1M +$1.44M +53,309 +5%

HOG Hedge Fund Activity: Q3 2020 in Review

381 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q3 2020, worth a combined $3.45B — up 7% from $3.22B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of HOG and 55 opened new positions — a net loss of 11 holders — while 123 trimmed existing stakes and 105 added.

The largest buyer was Boston Partners, adding an estimated $95.5M. The largest seller was Bank of New York Mellon, cutting an estimated $72.5M.

  • 381 institutional investors held Harley-Davidson (HOG) as of Q3 2020, down from 392 in Q2 2020.
  • Funds reported $3.45B of Harley-Davidson stock for Q3 2020, up 7% quarter-over-quarter.
  • 55 funds opened new Harley-Davidson positions in Q3 2020 and 66 closed out, a net change of -11 holders.
  • The largest Harley-Davidson buyer in Q3 2020 was Boston Partners, an estimated $95.5M added.
  • The largest Harley-Davidson seller in Q3 2020 was Bank of New York Mellon, an estimated $72.5M sold.

Based on aggregated 13F filings for Q3 2020.