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Douglas Dynamics

125 hedge funds and large institutions have $805M invested in Douglas Dynamics in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

21% more capital invested

Capital invested by funds: $664M → $805M (+$141M)

2% more funds holding

Funds holding: 122125 (+3)

0.94% more ownership

Funds ownership: 89.38%90.31% (+0.94%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 41

10% less call options, than puts

Call options by funds: $1.05M | Put options by funds: $1.17M

Holders
125
Holders Change
+3
Holders Change %
+2.46%
% of All Funds
3.12%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
15
Increased
41
Reduced
41
Closed
11
Calls
$1.05M
Puts
$1.17M
Net Calls
-$116K
Net Calls Change
-$345K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$5.95M
NA
27
Navellier & Associates
Nevada
$4.6M -$107K -3,121 -3%
Charles Schwab
28
Charles Schwab
California
$4.13M -$51.4K -1,505 -1%
NSIM
29
North Star Investment Management
Illinois
$4.12M +$21.9K +642 +0.6%
USAA
30
United Services Automobile Association
Texas
$3.82M
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$2.85M -$2.2M -64,574 -47%
FIM
32
Freedom Investment Management
Connecticut
$2.52M +$212K +6,218 +11%
DDC
33
DF Dent & Co
Maryland
$2.5M +$243K +7,119 +13%
Ameriprise
34
Ameriprise
Minnesota
$2.34M +$2.03M +59,369 New
TCIM
35
TIAA CREF Investment Management
New York
$2.29M -$1.18M -34,594 -37%
MIP
36
Mondrian Investment Partners
United Kingdom
$2.27M -$612K -17,948 -24%
PPA
37
Parametric Portfolio Associates
Washington
$2.2M -$17.8K -522 -0.9%
First Trust Advisors
38
First Trust Advisors
Illinois
$2.11M -$1.82M -53,456 -50%
OSAM
39
O'Shaughnessy Asset Management
Connecticut
$1.87M -$1.12M -32,827 -41%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$1.8M +$734K +21,509 +89%
TA
41
Teachers Advisors
New York
$1.58M -$68 -2 -0%
Morgan Stanley
42
Morgan Stanley
New York
$1.56M +$268K +7,843 +25%
AAM
43
Advisors Asset Management
Colorado
$1.5M -$994K -29,131 -43%
CCM
44
Cadence Capital Management
Massachusetts
$1.49M +$640K +18,754 +98%
William Blair & Company
45
William Blair & Company
Illinois
$1.49M +$10.2K +300 +0.8%
Swiss National Bank
46
Swiss National Bank
Switzerland
$1.46M
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$1.39M -$134K -3,929 -10%
ACM
48
Ativo Capital Management
Illinois
$1.22M -$259K -7,599 -20%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$1.14M -$36.2K -1,061 -4%
M&T Bank
50
M&T Bank
New York
$1.07M

PLOW Hedge Fund Activity: Q3 2017 in Review

125 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q3 2017, worth a combined $805M — up 21% from $664M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PLOW positions and 11 closed out — a net gain of 4 holders — while 41 added to existing stakes and 41 trimmed.

The largest buyer was Conestoga Capital Advisors, opening a new position worth an estimated $19.4M. The largest seller was Uniplan Investment Counsel, cutting an estimated $11.4M.

  • 125 institutional investors held Douglas Dynamics (PLOW) as of Q3 2017, up from 122 in Q2 2017.
  • Funds reported $805M of Douglas Dynamics stock for Q3 2017, up 21% quarter-over-quarter.
  • 15 funds opened new Douglas Dynamics positions in Q3 2017 and 11 closed out, a net change of +4 holders.
  • The largest Douglas Dynamics buyer in Q3 2017 was Conestoga Capital Advisors, an estimated $19.4M added.
  • The largest Douglas Dynamics seller in Q3 2017 was Uniplan Investment Counsel, an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2017.