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Douglas Dynamics

132 hedge funds and large institutions have $776M invested in Douglas Dynamics in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $416K

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more funds holding

Funds holding: 125132 (+7)

0.58% more ownership

Funds ownership: 90.31%90.89% (+0.58%)

4% less capital invested

Capital invested by funds: $805M → $776M (-$28.9M)

13% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 47

Holders
132
Holders Change
+7
Holders Change %
+5.6%
% of All Funds
2.99%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
20
Increased
41
Reduced
47
Closed
13
Calls
$1.28M
Puts
$416K
Net Calls
+$865K
Net Calls Change
+$981K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
76
LPL Financial
California
$410K +$102K +2,554 +31%
TYCC
77
Texas Yale Capital Corp
Florida
$406K +$49.9K +1,250 +13%
ACM
78
AlphaStar Capital Management
North Carolina
$387K +$409K +10,244 New
PPCM
79
Pillar Pacific Capital Management
California
$384K -$5.99K -150 -1%
TA
80
Teton Advisors
New York
$378K
UBS AM
81
UBS AM
Illinois
$378K
MIM
82
MetLife Investment Management
New Jersey
$373K +$394K +9,877 New
RJA
83
Raymond James & Associates
Florida
$369K +$53.8K +1,348 +16%
Millennium Management
84
Millennium Management
New York
$349K +$369K +9,243 New
California Public Employees Retirement System
85
California Public Employees Retirement System
California
$343K +$363K +9,078 New
GKIM
86
GW&K Investment Management
Massachusetts
$341K +$40.3K +1,010 +13%
YMRC
87
Yorktown Management & Research Company
Virginia
$329K
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$313K
FMC
89
First Merchants Corp
Indiana
$293K
Teacher Retirement System of Texas
90
Teacher Retirement System of Texas
Texas
$292K +$309K +7,737 New
AI
91
Atria Investments
North Carolina
$288K -$7.31K -183 -2%
MOS
92
MGO One Seven
Ohio
$288K +$305K +7,627 New
MLICM
93
Metropolitan Life Insurance Company (MetLife)
New York
$281K -$285K -7,144 -49%
FGC
94
Financial Gravity Companies
Texas
$268K +$260K +6,516 New
Tudor Investment Corp
95
Tudor Investment Corp
Connecticut
$243K -$253K -6,334 -50%
CSS
96
Cubist Systematic Strategies
Connecticut
$236K -$20.8K -521 -8%
JGUA
97
John G. Ullman & Associates
New York
$223K -$55.9K -1,400 -19%
Legal & General Group
98
Legal & General Group
United Kingdom
$206K -$27.3K -683 -11%
AF
99
Advisornet Financial
Minnesota
$202K +$213K +5,335 New
BNP Paribas Financial Markets
100
BNP Paribas Financial Markets
France
$176K +$93.2K +2,334 +100%

PLOW Hedge Fund Activity: Q4 2017 in Review

132 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q4 2017, worth a combined $776M — down 3.6% from $805M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PLOW positions and 13 closed out — a net gain of 7 holders — while 41 added to existing stakes and 47 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $7.3M. The largest seller was Deutsche Bank, cutting an estimated $8.36M.

  • 132 institutional investors held Douglas Dynamics (PLOW) as of Q4 2017, up from 125 in Q3 2017.
  • Funds reported $776M of Douglas Dynamics stock for Q4 2017, down 3.6% quarter-over-quarter.
  • 20 funds opened new Douglas Dynamics positions in Q4 2017 and 13 closed out, a net change of +7 holders.
  • The largest Douglas Dynamics buyer in Q4 2017 was Fidelity Investments, an estimated $7.3M added.
  • The largest Douglas Dynamics seller in Q4 2017 was Deutsche Bank, an estimated $8.36M sold.

Based on aggregated 13F filings for Q4 2017.