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Douglas Dynamics

139 hedge funds and large institutions have $886M invested in Douglas Dynamics in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 59 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 42

14% more call options, than puts

Call options by funds: $1.03M | Put options by funds: $905K

0.62% more ownership

Funds ownership: 88.29%88.91% (+0.62%)

5% less funds holding

Funds holding: 147139 (-8)

8% less capital invested

Capital invested by funds: $962M → $886M (-$75.5M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

Holders
139
Holders Change
-8
Holders Change %
-5.44%
% of All Funds
3.18%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
6
Increased
59
Reduced
42
Closed
14
Calls
$1.03M
Puts
$905K
Net Calls
+$126K
Net Calls Change
-$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$51K
TSW
127
Thompson Siegel & Walmsley
Virginia
$48K
SWP
128
Stratos Wealth Partners
Ohio
$48K +$51.2K +1,100 New
WAM
129
Wealthspire Advisors (Maryland)
Maryland
$40K
BNP Paribas Financial Markets
130
BNP Paribas Financial Markets
France
$33.3K -$14.6K -314 -29%
TRCT
131
Tower Research Capital (TRC)
New York
$33K +$32.9K +707 +1,443%
AG
132
Advisor Group
Arizona
$30K -$71.5K -1,537 -70%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$29K -$233 -5 -0.8%
FANJ
134
Financial Architects (New Jersey)
New Jersey
$18K
FHA
135
Flagship Harbor Advisors
Massachusetts
$16K +$11.4K +246 +218%
DSC
136
Duncker Streett & Co
Missouri
$15K
TCOV
137
Trust Company of Vermont
Vermont
$13K
FHB
138
First Hawaiian Bank
Hawaii
$13K +$13.9K +298 New
SFM
139
Signet Financial Management
New Jersey
$4K +$2.75K +59 +268%
GAM
140
Gotham Asset Management
New York
-$775K -16,154 Closed
PRCP
141
Pacific Ridge Capital Partners
Oregon
-$766K -15,950 Closed
Capital Fund Management (CFM)
142
Capital Fund Management (CFM)
France
-$643K -13,400 Closed
B
143
Bailard
California
-$629K -13,100 Closed
Two Sigma Investments
144
Two Sigma Investments
New York
-$395K -8,222 Closed
ECM
145
Element Capital Management
New York
-$331K -6,893 Closed
Principal Financial Group
146
Principal Financial Group
Iowa
-$227K -4,736 Closed
Teacher Retirement System of Texas
147
Teacher Retirement System of Texas
Texas
-$220K -4,582 Closed
Envestnet Asset Management
148
Envestnet Asset Management
Illinois
-$158K -3,290 Closed
GT
149
Glenmede Trust
Pennsylvania
-$39K -803 Closed
PIA
150
Piedmont Investment Advisors
North Carolina
-$19K -386 Closed

PLOW Hedge Fund Activity: Q3 2018 in Review

139 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q3 2018, worth a combined $886M — down 7.9% from $962M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of PLOW and 6 opened new positions — a net loss of 8 holders — while 42 trimmed existing stakes and 59 added.

The largest buyer was Conestoga Capital Advisors, adding an estimated $24.8M. The largest seller was Lazard Asset Management, cutting an estimated $13.9M.

  • 139 institutional investors held Douglas Dynamics (PLOW) as of Q3 2018, down from 147 in Q2 2018.
  • Funds reported $886M of Douglas Dynamics stock for Q3 2018, down 7.9% quarter-over-quarter.
  • 6 funds opened new Douglas Dynamics positions in Q3 2018 and 14 closed out, a net change of -8 holders.
  • The largest Douglas Dynamics buyer in Q3 2018 was Conestoga Capital Advisors, an estimated $24.8M added.
  • The largest Douglas Dynamics seller in Q3 2018 was Lazard Asset Management, an estimated $13.9M sold.

Based on aggregated 13F filings for Q3 2018.