We are live on ! Find out more
PLOW icon

Douglas Dynamics

149 hedge funds and large institutions have $656M invested in Douglas Dynamics in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 47 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $1.59M | Put options by funds: $1.14M

21% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 47

7% more capital invested

Capital invested by funds: $613M → $656M (+$42.7M)

0.9% more ownership

Funds ownership: 85.71%86.62% (+0.9%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less funds holding

Funds holding: 154149 (-5)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

Holders
149
Holders Change
-5
Holders Change %
-3.25%
% of All Funds
3.73%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
57
Reduced
47
Closed
22
Calls
$1.59M
Puts
$1.14M
Net Calls
+$449K
Net Calls Change
-$275K
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$3.72M +$2.8M +87,971 +389%
NA
27
Navellier & Associates
Nevada
$3.62M +$4.99K +157 +0.1%
NSIM
28
North Star Investment Management
Illinois
$3.5M +$62K +1,952 +2%
USAA
29
United Services Automobile Association
Texas
$3.5M
PAM
30
Panagora Asset Management
Massachusetts
$3.13M +$1.61M +50,653 +120%
Charles Schwab
31
Charles Schwab
California
$3.09M +$238K +7,476 +9%
BIM
32
BlackRock Investment Management
Delaware
$2.94M -$22.2K -700 -0.8%
AAM
33
Advisors Asset Management
Colorado
$2.92M +$543K +17,071 +24%
BCM
34
Bridgeway Capital Management
Texas
$2.9M +$2.74M +86,250 New
Fidelity Investments
35
Fidelity Investments
Massachusetts
$2.89M +$2.73M +85,932 New
OSAM
36
O'Shaughnessy Asset Management
Connecticut
$2.78M +$1.77M +55,618 +206%
Schroder Investment Management Group
37
Schroder Investment Management Group
United Kingdom
$2.76M -$1.54M -48,600 -37%
MIP
38
Mondrian Investment Partners
United Kingdom
$2.74M +$421K +13,232 +19%
TCIM
39
TIAA CREF Investment Management
New York
$2.17M -$133K -4,199 -6%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.98M +$1.63M +51,296 +677%
PPA
41
Parametric Portfolio Associates
Washington
$1.8M -$140K -4,414 -8%
DDC
42
DF Dent & Co
Maryland
$1.74M +$83.8K +2,636 +5%
AQR Capital Management
43
AQR Capital Management
Connecticut
$1.65M -$168K -5,301 -10%
Deutsche Bank
44
Deutsche Bank
Germany
$1.62M -$735K -23,116 -32%
JGUA
45
John G. Ullman & Associates
New York
$1.61M -$2.11M -66,400 -58%
Invesco
46
Invesco
Georgia
$1.59M +$739K +23,255 +97%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$1.53M -$38.1K -1,200 -3%
NFA
48
Nationwide Fund Advisors
Ohio
$1.43M -$421K -13,259 -24%
WI
49
WBI Investments
New Jersey
$1.41M +$1.33M +41,862 New
TA
50
Teachers Advisors
New York
$1.35M -$26.6K -836 -2%

PLOW Hedge Fund Activity: Q4 2016 in Review

149 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q4 2016, worth a combined $656M — up 7% from $613M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of PLOW and 19 opened new positions — a net loss of 3 holders — while 47 trimmed existing stakes and 57 added.

The largest buyer was Mawer Investment Management, adding an estimated $5.98M. The largest seller was Vanguard Group, cutting an estimated $8.49M.

  • 149 institutional investors held Douglas Dynamics (PLOW) as of Q4 2016, down from 154 in Q3 2016.
  • Funds reported $656M of Douglas Dynamics stock for Q4 2016, up 7% quarter-over-quarter.
  • 19 funds opened new Douglas Dynamics positions in Q4 2016 and 22 closed out, a net change of -3 holders.
  • The largest Douglas Dynamics buyer in Q4 2016 was Mawer Investment Management, an estimated $5.98M added.
  • The largest Douglas Dynamics seller in Q4 2016 was Vanguard Group, an estimated $8.49M sold.

Based on aggregated 13F filings for Q4 2016.