Douglas Dynamics
PLOW
135 hedge funds and large institutions have $392M invested in Douglas Dynamics in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 45 reducing their positions, and 16 closing their positions.
19% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 16
2% more funds holding
Funds holding: 133 → 135 (+2)
4% more capital invested
Capital invested by funds: $378M → $392M (+$13.7M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 45
2.17% less ownership
Funds ownership: 85.26% → 83.09% (-2.2%)
67% less call options, than puts
Call options by funds: $23K | Put options by funds: $70K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$7.95M |
| 2 |
BCA
Bernzott Capital Advisors
Camarillo,
California
|
+$5.11M |
| 3 |
UIC
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
+$4.7M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.76M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$1.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$7.68M |
| 2 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
-$5.15M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$5.1M |
| 4 |
JP Morgan Chase
New York
|
-$2.48M |
| 5 |
Millennium Management
New York
|
-$1.79M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Simplex Trading
Chicago,
Illinois
| – | +$657 | +30 | New |
|
PLOW Hedge Fund Activity: Q4 2015 in Review
135 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q4 2015, worth a combined $392M — up 3.6% from $378M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new PLOW positions and 16 closed out — a net gain of 3 holders — while 41 added to existing stakes and 45 trimmed.
The largest buyer was Lazard Asset Management, opening a new position worth an estimated $7.95M. The largest seller was Schroder Investment Management Group, cutting an estimated $7.68M.
- 135 institutional investors held Douglas Dynamics (PLOW) as of Q4 2015, up from 133 in Q3 2015.
- Funds reported $392M of Douglas Dynamics stock for Q4 2015, up 3.6% quarter-over-quarter.
- 19 funds opened new Douglas Dynamics positions in Q4 2015 and 16 closed out, a net change of +3 holders.
- The largest Douglas Dynamics buyer in Q4 2015 was Lazard Asset Management, an estimated $7.95M added.
- The largest Douglas Dynamics seller in Q4 2015 was Schroder Investment Management Group, an estimated $7.68M sold.
Based on aggregated 13F filings for Q4 2015.