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Douglas Dynamics

143 hedge funds and large institutions have $496M invested in Douglas Dynamics in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 51 increasing their positions, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,534% more call options, than puts

Call options by funds: $2.19M | Put options by funds: $134K

17% more capital invested

Capital invested by funds: $423M → $496M (+$73.3M)

2.83% more ownership

Funds ownership: 82.88%85.72% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 51

3% less funds holding

Funds holding: 147143 (-4)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

Holders
143
Holders Change
-4
Holders Change %
-2.72%
% of All Funds
3.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
51
Reduced
51
Closed
16
Calls
$2.19M
Puts
$134K
Net Calls
+$2.06M
Net Calls Change
+$791K
Name Holding Trade Value Shares
Change
Change in
Stake
SGAM
26
Smith Group Asset Management
Texas
$3.44M +$106K +4,700 +4%
DCM
27
Driehaus Capital Management
Illinois
$3.39M +$2.96M +131,742 New
JGUA
28
John G. Ullman & Associates
New York
$3.14M -$62.9K -2,800 -2%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$3.05M +$226K +10,056 +9%
TCIM
30
TIAA CREF Investment Management
New York
$3.02M +$282K +12,545 +12%
Schroder Investment Management Group
31
Schroder Investment Management Group
United Kingdom
$2.75M -$333K -14,800 -12%
NSIM
32
North Star Investment Management
Illinois
$2.65M +$38.8K +1,728 +2%
MIP
33
Mondrian Investment Partners
United Kingdom
$2.65M
Morgan Stanley
34
Morgan Stanley
New York
$2.52M +$61.3K +2,727 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
35
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.36M +$1.54M +68,447 +293%
BIM
36
BlackRock Investment Management
Delaware
$2.23M -$9.37K -417 -0.5%
Two Sigma Investments
37
Two Sigma Investments
New York
$2.09M +$935K +41,598 +105%
Charles Schwab
38
Charles Schwab
California
$2.06M +$40.3K +1,794 +2%
CS
39
Credit Suisse
Switzerland
$1.76M +$515K +22,901 +51%
Invesco
40
Invesco
Georgia
$1.73M -$8.02K -357 -0.5%
NFA
41
Nationwide Fund Advisors
Ohio
$1.73M +$200K +8,911 +15%
CAM
42
ClariVest Asset Management
California
$1.72M +$157K +7,000 +12%
PPA
43
Parametric Portfolio Associates
Washington
$1.7M -$237K -10,531 -14%
NA
44
Navellier & Associates
Nevada
$1.67M +$501K +22,309 +52%
ACM
45
Ativo Capital Management
Illinois
$1.54M +$654K +29,102 +95%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$1.51M +$1.32M +58,641 New
GC
47
Guggenheim Capital
Illinois
$1.46M -$246K -10,961 -16%
DDC
48
DF Dent & Co
Maryland
$1.3M +$70.8K +3,149 +7%
First Trust Advisors
49
First Trust Advisors
Illinois
$1.26M -$231K -10,283 -17%
AAM
50
Advisors Asset Management
Colorado
$1.25M +$677K +30,139 +164%

PLOW Hedge Fund Activity: Q2 2016 in Review

143 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q2 2016, worth a combined $496M — up 17% from $423M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of PLOW and 12 opened new positions — a net loss of 4 holders — while 51 trimmed existing stakes and 51 added.

The largest buyer was Mawer Investment Management, opening a new position worth an estimated $6.98M. The largest seller was Millennium Management, exiting entirely with an estimated $3.14M sold.

  • 143 institutional investors held Douglas Dynamics (PLOW) as of Q2 2016, down from 147 in Q1 2016.
  • Funds reported $496M of Douglas Dynamics stock for Q2 2016, up 17% quarter-over-quarter.
  • 12 funds opened new Douglas Dynamics positions in Q2 2016 and 16 closed out, a net change of -4 holders.
  • The largest Douglas Dynamics buyer in Q2 2016 was Mawer Investment Management, an estimated $6.98M added.
  • The largest Douglas Dynamics seller in Q2 2016 was Millennium Management, an estimated $3.14M sold.

Based on aggregated 13F filings for Q2 2016.