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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
TRCT
101
Tower Research Capital (TRC)
New York
$127K +$87.4K +2,561 +389%
GWM
102
Geneos Wealth Management
Colorado
$117K -$74.3K -2,177 -42%
ZB
103
Zions Bancorporation
Utah
$100K +$86.5K +2,535 New
WT
104
Whittier Trust
California
$97K
Envestnet Asset Management
105
Envestnet Asset Management
Illinois
$97K +$72.5K +2,124 +658%
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$91.8K -$23.1K -678 -23%
QI
107
QS Investors
New York
$66K
AIP
108
Ameritas Investment Partners
Nebraska
$60K
AG
109
Advisor Group
Arizona
$59K +$8.77K +257 +21%
PHK
110
Point72 Hong Kong
Hong Kong
$57K +$49.1K +1,439 New
WAM
111
Wealthspire Advisors (Maryland)
Maryland
$47K
TSW
112
Thompson Siegel & Walmsley
Virginia
$43K
GT
113
Glenmede Trust
Pennsylvania
$31K +$27.4K +803 New
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$27K
Zurich Cantonal Bank
115
Zurich Cantonal Bank
Switzerland
$26K
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$24K +$20.4K +598 New
CP
117
Corbenic Partners
Pennsylvania
$20K
FANJ
118
Financial Architects (New Jersey)
New Jersey
$17K
DSC
119
Duncker Streett & Co
Missouri
$14K
CTC
120
Central Trust Company
Missouri
$12K
TCOV
121
Trust Company of Vermont
Vermont
$12K
BONST
122
Bank of Nova Scotia Trust
Ontario, Canada
$11K +$9.21K +270 New
SEI Investments
123
SEI Investments
Pennsylvania
$7K -$2.29K -67 -29%
RWA
124
Ropes Wealth Advisors
Massachusetts
$6K +$5.25K +154 New
Citigroup
125
Citigroup
New York
$3K -$4.57K -134 -66%

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.