Douglas Dynamics
PLOW
135 hedge funds and large institutions have $444M invested in Douglas Dynamics in 2015 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 38 reducing their positions, and 19 closing their positions.
42% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 38
11% more capital invested
Capital invested by funds: $400M → $444M (+$43.7M)
3.18% more ownership
Funds ownership: 83.93% → 87.11% (+3.2%)
2% less funds holding
Funds holding: 138 → 135 (-3)
11% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 19
37% less call options, than puts
Call options by funds: $322K | Put options by funds: $511K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$14.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$8.09M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$5.19M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.25M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$2.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$10.7M |
| 2 |
Morgan Stanley
New York
|
-$2.74M |
| 3 |
SAM
Silvercrest Asset Management
New York
|
-$2.24M |
| 4 |
RCM
Rutabaga Capital Management
Boston,
Massachusetts
|
-$1.72M |
| 5 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$1.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BG
151
BlackRock Group
London,
United Kingdom
| – | -$24K | -1,125 | Closed |
|
|
NFG
152
Next Financial Group
Houston,
Texas
| – | -$7K | -342 | Closed |
|
153
Simplex Trading
Chicago,
Illinois
| – | -$4.54K | -210 | Closed |
|
|
MAA
154
Managed Account Advisors
Jersey City,
New Jersey
| – | +$346 | +16 | New |
|
PLOW Hedge Fund Activity: Q1 2015 in Review
135 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q1 2015, worth a combined $444M — up 11% from $400M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of PLOW and 17 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 54 added.
The largest buyer was Schroder Investment Management Group, adding an estimated $14.4M. The largest seller was Heartland Advisors, exiting entirely with an estimated $10.7M sold.
- 135 institutional investors held Douglas Dynamics (PLOW) as of Q1 2015, down from 138 in Q4 2014.
- Funds reported $444M of Douglas Dynamics stock for Q1 2015, up 11% quarter-over-quarter.
- 17 funds opened new Douglas Dynamics positions in Q1 2015 and 19 closed out, a net change of -2 holders.
- The largest Douglas Dynamics buyer in Q1 2015 was Schroder Investment Management Group, an estimated $14.4M added.
- The largest Douglas Dynamics seller in Q1 2015 was Heartland Advisors, an estimated $10.7M sold.
Based on aggregated 13F filings for Q1 2015.