We are live on ! Find out more
PLOW icon

Douglas Dynamics

139 hedge funds and large institutions have $886M invested in Douglas Dynamics in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 59 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 42

14% more call options, than puts

Call options by funds: $1.03M | Put options by funds: $905K

0.62% more ownership

Funds ownership: 88.29%88.91% (+0.62%)

5% less funds holding

Funds holding: 147139 (-8)

8% less capital invested

Capital invested by funds: $962M → $886M (-$75.5M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

Holders
139
Holders Change
-8
Holders Change %
-5.44%
% of All Funds
3.18%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
6
Increased
59
Reduced
42
Closed
14
Calls
$1.03M
Puts
$905K
Net Calls
+$126K
Net Calls Change
-$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$5.44M +$348K +7,472 +6%
USAA
27
United Services Automobile Association
Texas
$4.41M
NA
28
Navellier & Associates
Nevada
$4.02M -$496K -10,648 -10%
Morgan Stanley
29
Morgan Stanley
New York
$3.91M +$1.09M +23,521 +36%
NSIM
30
North Star Investment Management
Illinois
$3.54M +$18.7K +402 +0.5%
First Trust Advisors
31
First Trust Advisors
Illinois
$3.38M -$861K -18,503 -19%
Deutsche Bank
32
Deutsche Bank
Germany
$3.35M +$186K +3,993 +6%
FIM
33
Freedom Investment Management
Connecticut
$3.16M +$4.09K +88 +0.1%
Invesco
34
Invesco
Georgia
$3.1M +$506K +10,865 +18%
CCM
35
Cadence Capital Management
Massachusetts
$3.02M +$536K +11,523 +20%
SCP
36
Seizert Capital Partners
Michigan
$2.81M -$45K -966 -1%
MIP
37
Mondrian Investment Partners
United Kingdom
$2.65M +$937K +20,143 +50%
DDC
38
DF Dent & Co
Maryland
$2.64M +$42.3K +908 +2%
Bank of America
39
Bank of America
North Carolina
$2.23M -$198K -4,257 -8%
OAM
40
Oxford Asset Management
United Kingdom
$2.22M -$437K -9,387 -16%
TCIM
41
TIAA CREF Investment Management
New York
$2.05M -$130K -2,796 -6%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$2.05M -$136K -2,917 -6%
PPA
43
Parametric Portfolio Associates
Washington
$1.98M -$9.82K -211 -0.5%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$1.94M
TA
45
Teachers Advisors
New York
$1.88M +$63.8K +1,370 +3%
Swiss National Bank
46
Swiss National Bank
Switzerland
$1.73M
ACA
47
Anchor Capital Advisors
Massachusetts
$1.71M -$46.5K -1,000 -3%
ZIM
48
Zacks Investment Management
Illinois
$1.69M +$1.49M +32,007 +501%
PAM
49
Panagora Asset Management
Massachusetts
$1.6M +$625K +13,438 +58%
GHAM
50
Gilman Hill Asset Management
Connecticut
$1.54M -$3.79M -81,387 -70%

PLOW Hedge Fund Activity: Q3 2018 in Review

139 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q3 2018, worth a combined $886M — down 7.9% from $962M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of PLOW and 6 opened new positions — a net loss of 8 holders — while 42 trimmed existing stakes and 59 added.

The largest buyer was Conestoga Capital Advisors, adding an estimated $24.8M. The largest seller was Lazard Asset Management, cutting an estimated $13.9M.

  • 139 institutional investors held Douglas Dynamics (PLOW) as of Q3 2018, down from 147 in Q2 2018.
  • Funds reported $886M of Douglas Dynamics stock for Q3 2018, down 7.9% quarter-over-quarter.
  • 6 funds opened new Douglas Dynamics positions in Q3 2018 and 14 closed out, a net change of -8 holders.
  • The largest Douglas Dynamics buyer in Q3 2018 was Conestoga Capital Advisors, an estimated $24.8M added.
  • The largest Douglas Dynamics seller in Q3 2018 was Lazard Asset Management, an estimated $13.9M sold.

Based on aggregated 13F filings for Q3 2018.