Douglas Dynamics
PLOW
79 hedge funds and large institutions have $303M invested in Douglas Dynamics in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 11 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 26
13% more capital invested
Capital invested by funds: $267M → $303M (+$35.9M)
0.08% more ownership
Funds ownership: 92.49% → 92.57% (+0.08%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less funds holding
Funds holding: 87 → 79 (-8)
64% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$6.34M |
| 2 |
RCM
Rutabaga Capital Management
Boston,
Massachusetts
|
+$2.62M |
| 3 |
JP Morgan Chase
New York
|
+$1.44M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$1.05M |
| 5 |
SAM
Silvercrest Asset Management
New York
|
+$779K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$5.55M |
| 2 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$4.87M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.61M |
| 4 |
Two Sigma Investments
New York
|
-$460K |
| 5 |
AIS
AlphaOne Investment Services
West Chester,
Pennsylvania
|
-$304K |
PLOW Hedge Fund Activity: Q3 2013 in Review
79 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q3 2013, worth a combined $303M — up 13% from $267M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of PLOW and 4 opened new positions — a net loss of 7 holders — while 26 trimmed existing stakes and 30 added.
The largest buyer was Fidelity Investments, adding an estimated $6.34M. The largest seller was Neuberger Berman Group, cutting an estimated $5.55M.
- 79 institutional investors held Douglas Dynamics (PLOW) as of Q3 2013, down from 87 in Q2 2013.
- Funds reported $303M of Douglas Dynamics stock for Q3 2013, up 13% quarter-over-quarter.
- 4 funds opened new Douglas Dynamics positions in Q3 2013 and 11 closed out, a net change of -7 holders.
- The largest Douglas Dynamics buyer in Q3 2013 was Fidelity Investments, an estimated $6.34M added.
- The largest Douglas Dynamics seller in Q3 2013 was Neuberger Berman Group, an estimated $5.55M sold.
Based on aggregated 13F filings for Q3 2013.