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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$14.3M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$3.44M |
| 3 |
BA
Broadview Advisors
Milwaukee,
Wisconsin
|
+$3.08M |
| 4 |
Morgan Stanley
New York
|
+$2.81M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$2.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$55.2M |
| 2 |
NC
Nicholas Company
Milwaukee,
Wisconsin
|
-$5.77M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.46M |
| 4 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$974K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$736K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $2K | +$1.46K | +90 | New |
|
102
Federated Hermes
Pittsburgh,
Pennsylvania
| $1K | +$405 | +25 | New |
|
|
CFN
103
Cordasco Financial Network
Naples,
Florida
| $1K | +$810 | +50 | New |
|
104
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $329 | -$583 | -36 | -0.2% |
|
|
105
Fidelity Investments
Boston,
Massachusetts
| – | -$55.2M | -3,279,969 | Closed |
|
|
NC
106
Nicholas Company
Milwaukee,
Wisconsin
| – | -$5.77M | -343,241 | Closed |
|
|
SC
107
Spitfire Capital
Mill Valley,
California
| – | -$500K | -29,700 | Closed |
|
|
PCM
108
Prelude Capital Management
New York
| – | -$56K | -3,305 | Closed |
|
109
US Bancorp
Minneapolis,
Minnesota
| – | -$2K | -131 | Closed |
|
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.