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Douglas Dynamics
PLOW

104 hedge funds and large institutions have $344M invested in Douglas Dynamics in 2014 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 37 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

560% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 5

106% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 18

35% more funds holding

Funds holding: 77 → 104 (+27)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $347M → $344M (-$2.97M)

4.11% less ownership

Funds ownership: 92.84% → 88.73% (-4.1%)

Holders
104
Holders Change
+27
Holders Change %
+35.06%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
37
Reduced
18
Closed
5
Calls
$108K
Puts
–
Net Calls
+$108K
Net Calls Change
+$108K

Top Buyers

Rank Fund Capital Flow
1
HA
Heartland Advisors
Wisconsin
+$14.3M
2
BIT
BlackRock Institutional Trust
California
+$3.44M
3
BA
Broadview Advisors
Wisconsin
+$3.08M
4
Morgan Stanley
Morgan Stanley
New York
+$2.81M
5
Northern Trust
Northern Trust
Illinois
+$2.43M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$55.2M
2
NC
Nicholas Company
Wisconsin
-$5.77M
3
Ameriprise
Ameriprise
Minnesota
-$3.46M
4
GGHC
Gilder Gagnon Howe & Co
New York
-$974K
5
Wells Fargo
Wells Fargo
California
-$736K
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
51
Credit Suisse
Switzerland
$576K +$170K +10,509 +47%
RBA
52
Richard Bernstein Advisors
New York
$540K – – –
Swiss National Bank
53
Swiss National Bank
Switzerland
$535K +$90.7K +5,600 +22%
First Trust Advisors
54
First Trust Advisors
Illinois
$509K +$474K +29,240 New
Two Sigma Advisers
55
Two Sigma Advisers
New York
$497K +$259K +16,000 +128%
Westfield Capital Management
56
Westfield Capital Management
Massachusetts
$486K – – –
VOYA Investment Management
57
VOYA Investment Management
Georgia
$471K – – –
BA
58
BlackRock Advisors
Delaware
$467K +$193K +11,925 +80%
BMCMI
59
Bryn Mawr Capital Management Inc
Pennsylvania
$430K +$400K +24,671 New
Acadian Asset Management
60
Acadian Asset Management
Massachusetts
$423K +$393K +24,285 New
MC
61
Menta Capital
California
$415K +$386K +23,799 New
HHC
62
Hutchin Hill Capital
New York
$415K +$386K +23,800 New
BF
63
BOK Financial
Oklahoma
$412K +$43.5K +2,687 +13%
ACA
64
Anchor Capital Advisors
Massachusetts
$402K -$358K -22,114 -49%
Invesco
65
Invesco
Georgia
$399K +$15.2K +939 +4%
ProShare Advisors
66
ProShare Advisors
Maryland
$392K +$364K +22,489 New
Nomura Holdings
67
Nomura Holdings
Japan
$388K +$361K +22,293 New
UBS AM
68
UBS AM
Illinois
$361K +$84.2K +5,200 +34%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$335K – – –
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$333K -$17.7K -1,090 -5%
AIG
71
American International Group
New York
$329K +$67.5K +4,164 +28%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$327K – – –
SKK
73
Shepherd Kaplan Krochuk
Massachusetts
$314K – – –
Jane Street
74
Jane Street
New York
$280K +$260K +16,062 New
MLICM
75
Metropolitan Life Insurance Company (MetLife)
New York
$277K – – –
1 2
3
4 5

PLOW Hedge Fund Activity: Q1 2014 in Review

104 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q1 2014, worth a combined $344M — down 0.86% from $347M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new PLOW positions and 5 closed out — a net gain of 28 holders — while 37 added to existing stakes and 18 trimmed.

The largest buyer was Heartland Advisors, opening a new position worth an estimated $14.3M. The largest seller was Fidelity Investments, exiting entirely with an estimated $55.2M sold.

  • 104 institutional investors held Douglas Dynamics (PLOW) as of Q1 2014, up from 77 in Q4 2013.
  • Funds reported $344M of Douglas Dynamics stock for Q1 2014, down 0.86% quarter-over-quarter.
  • 33 funds opened new Douglas Dynamics positions in Q1 2014 and 5 closed out, a net change of +28 holders.
  • The largest Douglas Dynamics buyer in Q1 2014 was Heartland Advisors, an estimated $14.3M added.
  • The largest Douglas Dynamics seller in Q1 2014 was Fidelity Investments, an estimated $55.2M sold.

Based on aggregated 13F filings for Q1 2014.