Douglas Dynamics
PLOW
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.
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: 132 → 141 (+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: 4 → 3 (-1)
26% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 54
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$17.2M |
| 2 |
Renaissance Technologies
New York
|
+$3.94M |
| 3 |
RCMC
RK Capital Management (Colorado)
Denver,
Colorado
|
+$2.72M |
| 4 |
SCP
Seizert Capital Partners
Birmingham,
Michigan
|
+$2.69M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$2.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
-$17.6M |
| 2 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$3.73M |
| 3 |
Bank of New York Mellon
New York
|
-$3.66M |
| 4 |
JP Morgan Chase
New York
|
-$3.57M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$3.03M |
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.