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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
PPCM
76
Pillar Pacific Capital Management
California
$406K
TA
77
Teton Advisors
New York
$394K -$23.9K -700 -7%
UBS AM
78
UBS AM
Illinois
$394K
Goldman Sachs
79
Goldman Sachs
New York
$388K +$4.71K +138 +1%
GC
80
Guggenheim Capital
Illinois
$381K -$356K -10,431 -52%
TYCC
81
Texas Yale Capital Corp
Florida
$374K
YMRC
82
Yorktown Management & Research Company
Virginia
$343K +$297K +8,700 New
RJA
83
Raymond James & Associates
Florida
$332K +$27.3K +801 +11%
LPL Financial
84
LPL Financial
California
$329K -$3.52K -103 -1%
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$326K
Barclays
86
Barclays
United Kingdom
$323K +$279K +8,181 +21,529%
GKIM
87
GW&K Investment Management
Massachusetts
$316K +$6.65K +195 +2%
AI
88
Atria Investments
North Carolina
$308K +$4.54K +133 +2%
FMC
89
First Merchants Corp
Indiana
$305K +$264K +7,750 New
JGUA
90
John G. Ullman & Associates
New York
$288K -$8.53K -250 -3%
CSS
91
Cubist Systematic Strategies
Connecticut
$267K +$231K +6,765 New
Comerica Bank
92
Comerica Bank
Texas
$263K +$215K +6,286 New
Legal & General Group
93
Legal & General Group
United Kingdom
$242K +$25.4K +743 +14%
SSP
94
Sapphire Star Partners
Washington
$242K +$210K +6,143 New
Principal Financial Group
95
Principal Financial Group
Iowa
$233K +$202K +5,905 New
BC
96
Brinker Capital
Pennsylvania
$216K +$187K +5,474 New
Canada Life
97
Canada Life
Manitoba, Canada
$155K
US Bancorp
98
US Bancorp
Minnesota
$152K +$97.6K +2,860 +286%
LTFS
99
Ladenburg Thalmann Financial Services
Florida
$138K +$12.3K +361 +11%
Toronto Dominion Bank
100
Toronto Dominion Bank
Ontario, Canada
$132K +$3.07K +90 +3%

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.