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Douglas Dynamics
PLOW

135 hedge funds and large institutions have $444M invested in Douglas Dynamics in 2015 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 38 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 38

11% more capital invested

Capital invested by funds: $400M → $444M (+$43.7M)

3.18% more ownership

Funds ownership: 83.93% → 87.11% (+3.2%)

2% less funds holding

Funds holding: 138 → 135 (-3)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

37% less call options, than puts

Call options by funds: $322K | Put options by funds: $511K

Holders
135
Holders Change
-3
Holders Change %
-2.17%
% of All Funds
3.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
54
Reduced
38
Closed
19
Calls
$322K
Puts
$511K
Net Calls
-$189K
Net Calls Change
-$1.19M

Top Buyers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$14.4M
2
Wells Fargo
Wells Fargo
California
+$8.09M
3
Prudential Financial
Prudential Financial
New Jersey
+$5.19M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$4.25M
5
GC
Guggenheim Capital
Illinois
+$2.46M

Top Sellers

Rank Fund Capital Flow
1
HA
Heartland Advisors
Wisconsin
-$10.7M
2
Morgan Stanley
Morgan Stanley
New York
-$2.74M
3
SAM
Silvercrest Asset Management
New York
-$2.24M
4
RCM
Rutabaga Capital Management
Massachusetts
-$1.72M
5
GGHC
Gilder Gagnon Howe & Co
New York
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$3.13M -$900K -41,618 -23%
GC
27
Guggenheim Capital
Illinois
$3.04M +$2.46M +113,697 +587%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$3.03M +$87.7K +4,056 +3%
NFA
29
Nationwide Fund Advisors
Ohio
$2.45M +$1.22M +56,345 +111%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$2.41M +$256K +11,839 +13%
GC
31
Globeflex Capital
California
$2.41M -$34K -1,571 -1%
MCM
32
McKinley Capital Management
Alaska
$2.04M – – –
Millennium Management
33
Millennium Management
New York
$1.99M +$629K +29,062 +50%
GGHC
34
Gilder Gagnon Howe & Co
New York
$1.99M -$1.4M -64,747 -43%
PCM
35
Piermont Capital Management
Missouri
$1.97M +$29K +1,340 +2%
TCIM
36
TIAA CREF Investment Management
New York
$1.85M -$782K -36,140 -31%
RFC
37
Russell Frank Company
Washington
$1.79M -$464K -21,467 -21%
NSIM
38
North Star Investment Management
Illinois
$1.77M +$8.65K +400 +0.5%
CAM
39
ClariVest Asset Management
California
$1.77M +$392K +18,141 +31%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$1.71M – – –
Invesco
41
Invesco
Georgia
$1.64M -$95.8K -4,429 -6%
ZIM
42
Zacks Investment Management
Illinois
$1.63M +$138K +6,384 +10%
RA
43
Royce & Associates
New York
$1.62M – – –
CIC
44
Cornercap Investment Counsel
Georgia
$1.61M -$1.95K -90 -0.1%
BIM
45
BlackRock Investment Management
Delaware
$1.51M +$25.6K +1,183 +2%
Allianz Asset Management
46
Allianz Asset Management
Germany
$1.39M +$395K +18,253 +43%
PPA
47
Parametric Portfolio Associates
Washington
$1.32M -$38.8K -1,793 -3%
Charles Schwab
48
Charles Schwab
California
$1.23M +$60.2K +2,784 +5%
Wellington Management Group
49
Wellington Management Group
Massachusetts
$1.18M – – –
Citadel Advisors
50
Citadel Advisors
Florida
$981K -$176K -8,115 -16%
1
2
3 4 5

PLOW Hedge Fund Activity: Q1 2015 in Review

135 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q1 2015, worth a combined $444M — up 11% from $400M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of PLOW and 17 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 54 added.

The largest buyer was Schroder Investment Management Group, adding an estimated $14.4M. The largest seller was Heartland Advisors, exiting entirely with an estimated $10.7M sold.

  • 135 institutional investors held Douglas Dynamics (PLOW) as of Q1 2015, down from 138 in Q4 2014.
  • Funds reported $444M of Douglas Dynamics stock for Q1 2015, up 11% quarter-over-quarter.
  • 17 funds opened new Douglas Dynamics positions in Q1 2015 and 19 closed out, a net change of -2 holders.
  • The largest Douglas Dynamics buyer in Q1 2015 was Schroder Investment Management Group, an estimated $14.4M added.
  • The largest Douglas Dynamics seller in Q1 2015 was Heartland Advisors, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2015.