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Douglas Dynamics

122 hedge funds and large institutions have $664M invested in Douglas Dynamics in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $589M → $664M (+$75.5M)

4.35% more ownership

Funds ownership: 85.02%89.38% (+4.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 43

11% less funds holding

Funds holding: 137122 (-15)

63% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 24

Holders
122
Holders Change
-15
Holders Change %
-10.95%
% of All Funds
3.04%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
9
Increased
40
Reduced
43
Closed
24
Calls
$229K
Puts
Net Calls
+$229K
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
101
Cutler Group
California
$89K +$24.9K +806 +42%
WT
102
Whittier Trust
California
$81K
Creative Planning
103
Creative Planning
Kansas
$60K -$4.63K -150 -8%
AIP
104
Ameritas Investment Partners
Nebraska
$57K
QI
105
QS Investors
New York
$55K
AG
106
Advisor Group
Arizona
$40K -$13.3K -430 -26%
WAM
107
Wealthspire Advisors (Maryland)
Maryland
$39K
TSW
108
Thompson Siegel & Walmsley
Virginia
$36K
US Bancorp
109
US Bancorp
Minnesota
$33K +$30.9K +1,000 New
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$23K
Zurich Cantonal Bank
111
Zurich Cantonal Bank
Switzerland
$22K
TRCT
112
Tower Research Capital (TRC)
New York
$22K +$20.3K +658 New
CP
113
Corbenic Partners
Pennsylvania
$16K
FANJ
114
Financial Architects (New Jersey)
New Jersey
$14K
DSC
115
Duncker Streett & Co
Missouri
$11K
CTC
116
Central Trust Company
Missouri
$10K
Envestnet Asset Management
117
Envestnet Asset Management
Illinois
$10K
TCOV
118
Trust Company of Vermont
Vermont
$10K
SEI Investments
119
SEI Investments
Pennsylvania
$8K +$679 +22 +10%
Citigroup
120
Citigroup
New York
$7K -$46K -1,490 -88%
OFW
121
Omnia Family Wealth
Florida
$5K
Barclays
122
Barclays
United Kingdom
$2K -$12.3K -398 -91%
Robeco Institutional Asset Management
123
Robeco Institutional Asset Management
Netherlands
-$2.37M -77,299 Closed
Schroder Investment Management Group
124
Schroder Investment Management Group
United Kingdom
-$1.59M -51,639 Closed
Millennium Management
125
Millennium Management
New York
-$1.51M -49,131 Closed

PLOW Hedge Fund Activity: Q2 2017 in Review

122 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q2 2017, worth a combined $664M — up 13% from $589M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of PLOW and 9 opened new positions — a net loss of 15 holders — while 43 trimmed existing stakes and 40 added.

The largest buyer was Westwood Holdings Group, adding an estimated $15M. The largest seller was JP Morgan Chase, cutting an estimated $4.97M.

  • 122 institutional investors held Douglas Dynamics (PLOW) as of Q2 2017, down from 137 in Q1 2017.
  • Funds reported $664M of Douglas Dynamics stock for Q2 2017, up 13% quarter-over-quarter.
  • 9 funds opened new Douglas Dynamics positions in Q2 2017 and 24 closed out, a net change of -15 holders.
  • The largest Douglas Dynamics buyer in Q2 2017 was Westwood Holdings Group, an estimated $15M added.
  • The largest Douglas Dynamics seller in Q2 2017 was JP Morgan Chase, an estimated $4.97M sold.

Based on aggregated 13F filings for Q2 2017.