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Douglas Dynamics

141 hedge funds and large institutions have $880M invested in Douglas Dynamics in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

50% more call options, than puts

Call options by funds: $866K | Put options by funds: $578K

13% more capital invested

Capital invested by funds: $776M → $880M (+$103M)

7% more funds holding

Funds holding: 132141 (+9)

1.06% less ownership

Funds ownership: 90.89%89.83% (-1.1%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

26% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 54

Holders
141
Holders Change
+9
Holders Change %
+6.82%
% of All Funds
3.23%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
21
Increased
40
Reduced
54
Closed
10
Calls
$866K
Puts
$578K
Net Calls
+$288K
Net Calls Change
-$577K
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
51
M&T Bank
New York
$1.17M +$21.4K +515 +2%
ACA
52
Anchor Capital Advisors
Massachusetts
$1.13M +$13.6K +328 +1%
AllianceBernstein
53
AllianceBernstein
Tennessee
$1.07M
Goldman Sachs
54
Goldman Sachs
New York
$1.02M +$159K +3,842 +19%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$961K -$159K -3,843 -15%
WG
56
Winton Group
United Kingdom
$913K +$874K +21,062 New
State Board of Administration of Florida Retirement System
57
State Board of Administration of Florida Retirement System
Florida
$901K -$16.3K -392 -2%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$882K -$29K -700 -3%
Barclays
59
Barclays
United Kingdom
$854K +$635K +15,315 +350%
Two Sigma Investments
60
Two Sigma Investments
New York
$834K +$798K +19,248 New
RB
61
Rodgers Brothers
Pennsylvania
$793K
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$789K +$48.2K +1,161 +7%
AQR Capital Management
63
AQR Capital Management
Connecticut
$780K -$68K -1,640 -8%
Comerica Bank
64
Comerica Bank
Texas
$756K +$195K +4,700 +40%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$743K -$1.11M -26,689 -61%
AIM
66
Assured Investment Management
New York
$724K +$693K +16,698 New
UBS Group
67
UBS Group
Switzerland
$714K +$165K +3,972 +32%
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$713K -$14.1K -340 -2%
PRCP
69
Pacific Ridge Capital Partners
Oregon
$691K -$325K -7,840 -33%
SSP
70
Sapphire Star Partners
Washington
$675K +$12.1K +292 +2%
AIG
71
American International Group
New York
$612K -$31.5K -759 -5%
DTL
72
Dynamic Technology Lab
Singapore
$567K +$542K +13,079 New
AG
73
Aperio Group
California
$563K -$23.3K -561 -4%
GKIM
74
GW&K Investment Management
Massachusetts
$548K +$150K +3,610 +40%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$508K -$79.7K -1,922 -14%

PLOW Hedge Fund Activity: Q1 2018 in Review

141 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q1 2018, worth a combined $880M — up 13% from $776M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PLOW positions and 10 closed out — a net gain of 11 holders — while 40 added to existing stakes and 54 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $17.2M. The largest seller was Mawer Investment Management, cutting an estimated $17.6M.

  • 141 institutional investors held Douglas Dynamics (PLOW) as of Q1 2018, up from 132 in Q4 2017.
  • Funds reported $880M of Douglas Dynamics stock for Q1 2018, up 13% quarter-over-quarter.
  • 21 funds opened new Douglas Dynamics positions in Q1 2018 and 10 closed out, a net change of +11 holders.
  • The largest Douglas Dynamics buyer in Q1 2018 was Fidelity Investments, an estimated $17.2M added.
  • The largest Douglas Dynamics seller in Q1 2018 was Mawer Investment Management, an estimated $17.6M sold.

Based on aggregated 13F filings for Q1 2018.