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Douglas Dynamics

123 hedge funds and large institutions have $378M invested in Douglas Dynamics in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $313K | Put options by funds: $158K

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

9% more capital invested

Capital invested by funds: $346M → $378M (+$32.4M)

6% more funds holding

Funds holding: 116123 (+7)

5% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 40

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.03% less ownership

Funds ownership: 88.12%87.09% (-1%)

Holders
123
Holders Change
+7
Holders Change %
+6.03%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
42
Reduced
40
Closed
15
Calls
$313K
Puts
$158K
Net Calls
+$155K
Net Calls Change
+$48K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$2.35M -$230K -12,259 -9%
TCIM
27
TIAA CREF Investment Management
New York
$2.23M +$87.9K +4,682 +4%
MC
28
Menta Capital
California
$2.09M +$1.55M +82,790 +341%
RFC
29
Russell Frank Company
Washington
$1.92M +$334K +17,764 +22%
Charles Schwab
30
Charles Schwab
California
$1.85M +$217K +11,557 +14%
NSIM
31
North Star Investment Management
Illinois
$1.78M +$27.2K +1,450 +2%
PCM
32
Piermont Capital Management
Missouri
$1.68M -$6.76K -360 -0.4%
OSAM
33
O'Shaughnessy Asset Management
Connecticut
$1.64M +$866K +46,101 +121%
NFA
34
Nationwide Fund Advisors
Ohio
$1.55M -$240K -12,759 -14%
Two Sigma Investments
35
Two Sigma Investments
New York
$1.46M +$241K +12,835 +21%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$1.45M
BIM
37
Bogle Investment Management
Massachusetts
$1.43M +$454K +24,166 +49%
GC
38
Globeflex Capital
California
$1.36M -$41.6K -2,217 -3%
CAM
39
ClariVest Asset Management
California
$1.36M +$6.89K +367 +0.5%
ZIM
40
Zacks Investment Management
Illinois
$1.33M +$52.4K +2,789 +4%
BIM
41
BlackRock Investment Management
Delaware
$1.27M -$13K -692 -1%
RA
42
Royce & Associates
New York
$1.24M +$259K +13,800 +28%
SRC
43
Shufro Rose & Co
New York
$1.21M +$1.17M +62,300 New
AIG
44
American International Group
New York
$1.17M +$185K +9,863 +20%
American Century Companies
45
American Century Companies
Missouri
$1.09M +$471K +25,071 +81%
PPA
46
Parametric Portfolio Associates
Washington
$1M -$25.6K -1,363 -3%
CIP
47
Convergence Investment Partners
Florida
$870K +$838K +44,598 New
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$802K +$10K +533 +1%
PI
49
Putnam Investments
Massachusetts
$781K -$2.42K -129 -0.3%
CIM
50
Confluence Investment Management
Missouri
$769K -$1.06M -56,308 -59%

PLOW Hedge Fund Activity: Q3 2014 in Review

123 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q3 2014, worth a combined $378M — up 9.4% from $346M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PLOW positions and 15 closed out — a net gain of 7 holders — while 42 added to existing stakes and 40 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $6.21M. The largest seller was Rutabaga Capital Management, cutting an estimated $5M.

  • 123 institutional investors held Douglas Dynamics (PLOW) as of Q3 2014, up from 116 in Q2 2014.
  • Funds reported $378M of Douglas Dynamics stock for Q3 2014, up 9.4% quarter-over-quarter.
  • 22 funds opened new Douglas Dynamics positions in Q3 2014 and 15 closed out, a net change of +7 holders.
  • The largest Douglas Dynamics buyer in Q3 2014 was Acadian Asset Management, an estimated $6.21M added.
  • The largest Douglas Dynamics seller in Q3 2014 was Rutabaga Capital Management, an estimated $5M sold.

Based on aggregated 13F filings for Q3 2014.