Douglas Dynamics
PLOW
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.
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: 122 → 125 (+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: 3 → 3 (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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$19.4M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$7.06M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$6.05M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.15M |
| 5 |
BCA
Bernzott Capital Advisors
Camarillo,
California
|
+$2.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UIC
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
-$11.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$3.67M |
| 3 |
Renaissance Technologies
New York
|
-$2.44M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$2.2M |
| 5 |
Lazard Asset Management
New York
|
-$1.96M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
126
Renaissance Technologies
New York
| – | -$2.44M | -74,000 | Closed |
|
|
ACM
127
Addison Clark Management
Stamford,
Connecticut
| – | -$1.29M | -39,100 | Closed |
|
128
Prudential Financial
Newark,
New Jersey
| – | -$1.27M | -38,492 | Closed |
|
129
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$868K | -25,426 | Closed |
|
130
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| – | -$617K | -18,745 | Closed |
|
131
Two Sigma Advisers
New York
| – | -$481K | -14,616 | Closed |
|
132
Victory Capital Management
San Antonio,
Texas
| – | -$456K | -13,859 | Closed |
|
|
GCP
133
GSA Capital Partners
London,
United Kingdom
| – | -$442K | -13,420 | Closed |
|
|
CG
134
Cutler Group
San Francisco,
California
| – | -$92.8K | -2,719 | Closed |
|
135
Creative Planning
Overland Park,
Kansas
| – | -$60K | -1,810 | Closed |
|
|
OFW
136
Omnia Family Wealth
Aventura,
Florida
| – | -$5K | -147 | Closed |
|
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.