We are live on ! Find out more
PLOW icon

Douglas Dynamics

79 hedge funds and large institutions have $303M invested in Douglas Dynamics in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 26

13% more capital invested

Capital invested by funds: $267M → $303M (+$35.9M)

0.08% more ownership

Funds ownership: 92.49%92.57% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less funds holding

Funds holding: 8779 (-8)

64% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 11

Holders
79
Holders Change
-8
Holders Change %
-9.2%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
30
Reduced
26
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$49M +$6.34M +435,200 +15%
JP Morgan Chase
2
JP Morgan Chase
New York
$44.4M +$1.44M +98,558 +3%
RCM
3
Rutabaga Capital Management
Massachusetts
$31.6M +$2.62M +180,082 +9%
Capital World Investors
4
Capital World Investors
California
$19.9M
Wells Fargo
5
Wells Fargo
California
$15.4M -$278K -19,058 -2%
SAM
6
Silvercrest Asset Management
New York
$13.4M +$779K +53,455 +6%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$11.6M +$36.1K +2,480 +0.3%
DRZID
8
DePrince Race & Zollo Inc (DRZ)
Florida
$10.4M -$96.6K -6,627 -0.9%
BFA
9
BlackRock Fund Advisors
California
$9.24M +$1.05M +71,828 +13%
Vanguard Group
10
Vanguard Group
Pennsylvania
$8.2M +$146K +10,037 +2%
GIM
11
Granahan Investment Management
Massachusetts
$7.82M +$295K +20,230 +4%
BA
12
Broadview Advisors
Wisconsin
$6.5M
NC
13
Nicholas Company
Wisconsin
$5.92M
PAIM
14
Punch & Associates Investment Management
Minnesota
$5.4M +$43.7K +3,001 +0.8%
State Street
15
State Street
Massachusetts
$5.34M +$193K +13,221 +4%
Northern Trust
16
Northern Trust
Illinois
$5.01M +$55.7K +3,823 +1%
BIT
17
BlackRock Institutional Trust
California
$4.31M -$423 -29 -0%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$4.02M +$222K +15,262 +6%
Ameriprise
19
Ameriprise
Minnesota
$4.02M +$457K +31,339 +13%
EIP
20
Epoch Investment Partners
New York
$3.88M -$122K -8,400 -3%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$3.88M -$5.55M -381,135 -59%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$3.27M +$182K +12,470 +6%
NTCOC
23
Northern Trust Company of Connecticut
Connecticut
$2.8M -$112K -7,665 -4%
GHAM
24
Gilman Hill Asset Management
Connecticut
$2.52M +$212K +14,522 +9%
USAA
25
United Services Automobile Association
Texas
$1.72M +$35.7K +2,450 +2%

PLOW Hedge Fund Activity: Q3 2013 in Review

79 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q3 2013, worth a combined $303M — up 13% from $267M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PLOW and 4 opened new positions — a net loss of 7 holders — while 26 trimmed existing stakes and 30 added.

The largest buyer was Fidelity Investments, adding an estimated $6.34M. The largest seller was Neuberger Berman Group, cutting an estimated $5.55M.

  • 79 institutional investors held Douglas Dynamics (PLOW) as of Q3 2013, down from 87 in Q2 2013.
  • Funds reported $303M of Douglas Dynamics stock for Q3 2013, up 13% quarter-over-quarter.
  • 4 funds opened new Douglas Dynamics positions in Q3 2013 and 11 closed out, a net change of -7 holders.
  • The largest Douglas Dynamics buyer in Q3 2013 was Fidelity Investments, an estimated $6.34M added.
  • The largest Douglas Dynamics seller in Q3 2013 was Neuberger Berman Group, an estimated $5.55M sold.

Based on aggregated 13F filings for Q3 2013.