Douglas Dynamics
PLOW
144 hedge funds and large institutions have $777M invested in Douglas Dynamics in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 53 increasing their positions, 40 reducing their positions, and 10 closing their positions.
207% more call options, than puts
Call options by funds: $2.21M | Put options by funds: $720K
170% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 10
33% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 40
12% more funds holding
Funds holding: 129 → 144 (+15)
4% more capital invested
Capital invested by funds: $747M → $777M (+$30.1M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.57% less ownership
Funds ownership: 91.66% → 90.09% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$10.3M |
| 2 |
DDC
DF Dent & Co
Baltimore,
Maryland
|
+$4.71M |
| 3 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$4.47M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$2.81M |
| 5 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
+$2.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$46.7M |
| 2 |
JP Morgan Chase
New York
|
-$5.21M |
| 3 |
EIP
Epoch Investment Partners
New York
|
-$3.69M |
| 4 |
BlackRock
New York
|
-$3.61M |
| 5 |
CC
Cannell Capital
Alta,
Wyoming
|
-$1.85M |
PLOW Hedge Fund Activity: Q1 2019 in Review
144 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q1 2019, worth a combined $777M — up 4% from $747M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new PLOW positions and 10 closed out — a net gain of 17 holders — while 53 added to existing stakes and 40 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $10.3M. The largest seller was Capital World Investors, exiting entirely with an estimated $46.7M sold.
- 144 institutional investors held Douglas Dynamics (PLOW) as of Q1 2019, up from 129 in Q4 2018.
- Funds reported $777M of Douglas Dynamics stock for Q1 2019, up 4% quarter-over-quarter.
- 27 funds opened new Douglas Dynamics positions in Q1 2019 and 10 closed out, a net change of +17 holders.
- The largest Douglas Dynamics buyer in Q1 2019 was Fidelity Investments, an estimated $10.3M added.
- The largest Douglas Dynamics seller in Q1 2019 was Capital World Investors, an estimated $46.7M sold.
Based on aggregated 13F filings for Q1 2019.