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Douglas Dynamics
PLOW

104 hedge funds and large institutions have $344M invested in Douglas Dynamics in 2014 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 37 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

560% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 5

106% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 18

35% more funds holding

Funds holding: 77 → 104 (+27)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $347M → $344M (-$2.97M)

4.11% less ownership

Funds ownership: 92.84% → 88.73% (-4.1%)

Holders
104
Holders Change
+27
Holders Change %
+35.06%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
37
Reduced
18
Closed
5
Calls
$108K
Puts
–
Net Calls
+$108K
Net Calls Change
+$108K

Top Buyers

Rank Fund Capital Flow
1
HA
Heartland Advisors
Wisconsin
+$14.3M
2
BIT
BlackRock Institutional Trust
California
+$3.44M
3
BA
Broadview Advisors
Wisconsin
+$3.08M
4
Morgan Stanley
Morgan Stanley
New York
+$2.81M
5
Northern Trust
Northern Trust
Illinois
+$2.43M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$55.2M
2
NC
Nicholas Company
Wisconsin
-$5.77M
3
Ameriprise
Ameriprise
Minnesota
-$3.46M
4
GGHC
Gilder Gagnon Howe & Co
New York
-$974K
5
Wells Fargo
Wells Fargo
California
-$736K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
26
Perritt Capital Management
Illinois
$1.92M – – –
Millennium Management
27
Millennium Management
New York
$1.82M +$1.69M +104,536 New
Two Sigma Investments
28
Two Sigma Investments
New York
$1.74M +$1.62M +99,842 New
CIM
29
Confluence Investment Management
Missouri
$1.7M +$277K +17,093 +21%
NFA
30
Nationwide Fund Advisors
Ohio
$1.66M -$44.1K -2,720 -3%
TCIM
31
TIAA CREF Investment Management
New York
$1.6M -$90.9K -5,610 -6%
NSIM
32
North Star Investment Management
Illinois
$1.54M +$483K +29,825 +51%
Citadel Advisors
33
Citadel Advisors
Florida
$1.51M +$704K +43,430 +101%
HP
34
Harvey Partners
New York
$1.31M +$1.22M +75,000 New
BIM
35
BlackRock Investment Management
Delaware
$1.1M +$5.15K +318 +0.5%
ZIM
36
Zacks Investment Management
Illinois
$1.02M +$953K +58,843 New
NCCM
37
Nine Chapters Capital Management
New Jersey
$1.02M +$949K +58,600 New
TC
38
TFS Capital
Pennsylvania
$972K +$904K +55,773 New
PPA
39
Parametric Portfolio Associates
Washington
$913K -$13K -801 -2%
GPCM
40
Granite Point Capital Management
Massachusetts
$913K +$38.9K +2,400 +5%
RA
41
Royce & Associates
New York
$871K – – –
Charles Schwab
42
Charles Schwab
California
$850K +$22.4K +1,380 +3%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$811K +$763K +47,100 New
DDC
44
DF Dent & Co
Maryland
$785K +$730K +45,036 New
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$752K +$699K +43,168 New
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$700K – – –
PI
47
Putnam Investments
Massachusetts
$695K -$15K -924 -2%
EMG
48
Ellington Management Group
Connecticut
$692K +$643K +39,700 New
Deutsche Bank
49
Deutsche Bank
Germany
$663K +$76.6K +4,725 +14%
TA
50
Teachers Advisors
New York
$576K – – –
1
2
3 4 5

PLOW Hedge Fund Activity: Q1 2014 in Review

104 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q1 2014, worth a combined $344M — down 0.86% from $347M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new PLOW positions and 5 closed out — a net gain of 28 holders — while 37 added to existing stakes and 18 trimmed.

The largest buyer was Heartland Advisors, opening a new position worth an estimated $14.3M. The largest seller was Fidelity Investments, exiting entirely with an estimated $55.2M sold.

  • 104 institutional investors held Douglas Dynamics (PLOW) as of Q1 2014, up from 77 in Q4 2013.
  • Funds reported $344M of Douglas Dynamics stock for Q1 2014, down 0.86% quarter-over-quarter.
  • 33 funds opened new Douglas Dynamics positions in Q1 2014 and 5 closed out, a net change of +28 holders.
  • The largest Douglas Dynamics buyer in Q1 2014 was Heartland Advisors, an estimated $14.3M added.
  • The largest Douglas Dynamics seller in Q1 2014 was Fidelity Investments, an estimated $55.2M sold.

Based on aggregated 13F filings for Q1 2014.