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Harley-Davidson

447 hedge funds and large institutions have $6.54B invested in Harley-Davidson in 2021 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 122 increasing their positions, 133 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $212M | Put options by funds: $113M

58% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 50

19% more capital invested

Capital invested by funds: $5.47B → $6.54B (+$1.06B)

7% more funds holding

Funds holding: 419447 (+28)

3.88% more ownership

Funds ownership: 89.24%93.12% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

8% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 133

Holders
447
Holders Change
+28
Holders Change %
+6.68%
% of All Funds
7.78%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
79
Increased
122
Reduced
133
Closed
50
Calls
$212M
Puts
$113M
Net Calls
+$99.4M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$637M +$10.8M +233,330 +2%
Boston Partners
2
Boston Partners
Massachusetts
$586M -$3.37M -72,635 -0.6%
BlackRock
3
BlackRock
New York
$575M -$22M -474,696 -4%
Invesco
4
Invesco
Georgia
$405M +$45.7M +984,373 +13%
HPM
5
H. Partners Management
New York
$385M
BGC
6
Beutel, Goodman & Co
Ontario, Canada
$307M +$11.8M +254,695 +4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$222M +$39.6M +852,376 +21%
LSV Asset Management
8
LSV Asset Management
Illinois
$222M +$5.09M +109,693 +2%
JAM
9
Jupiter Asset Management
United Kingdom
$185M -$3.65M -78,670 -2%
State Street
10
State Street
Massachusetts
$175M +$12.2M +263,679 +7%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$157M +$115M +2,486,880 +266%
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$149M -$131M -2,816,777 -46%
IAM
13
Impala Asset Management
Florida
$145M +$28.6M +615,896 +24%
Goldman Sachs
14
Goldman Sachs
New York
$140M +$82M +1,766,341 +138%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$114M -$34.1M -734,431 -23%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$104M -$837K -18,029 -0.8%
BC
17
Brahman Capital
New York
$90.4M -$8.57M -184,769 -9%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$89.9M +$2.01M +43,307 +2%
KP
19
Kiltearn Partners
United Kingdom
$85.9M -$10M -215,600 -10%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$82.5M -$73.4M -1,581,649 -47%
Bank of America
21
Bank of America
North Carolina
$79M +$9.47M +204,052 +13%
TP
22
Thunderbird Partners
United Kingdom
$73.2M -$31.2M -671,986 -30%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$66.8M +$22.9M +494,329 +51%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$62.6M +$23.5M +506,107 +59%
Northern Trust
25
Northern Trust
Illinois
$59.5M -$1.68M -36,156 -3%

HOG Hedge Fund Activity: Q2 2021 in Review

447 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q2 2021, worth a combined $6.54B — up 19% from $5.47B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new HOG positions and 50 closed out — a net gain of 29 holders — while 122 added to existing stakes and 133 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $115M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $131M.

  • 447 institutional investors held Harley-Davidson (HOG) as of Q2 2021, up from 419 in Q1 2021.
  • Funds reported $6.54B of Harley-Davidson stock for Q2 2021, up 19% quarter-over-quarter.
  • 79 funds opened new Harley-Davidson positions in Q2 2021 and 50 closed out, a net change of +29 holders.
  • The largest Harley-Davidson buyer in Q2 2021 was D.E. Shaw & Co, an estimated $115M added.
  • The largest Harley-Davidson seller in Q2 2021 was Hotchkis & Wiley Capital Management, an estimated $131M sold.

Based on aggregated 13F filings for Q2 2021.