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Douglas Dynamics

77 hedge funds and large institutions have $347M invested in Douglas Dynamics in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 25

15% more capital invested

Capital invested by funds: $303M → $347M (+$43.9M)

0.27% more ownership

Funds ownership: 92.57%92.84% (+0.27%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 7977 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
77
Holders Change
-2
Holders Change %
-2.53%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
32
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$55.2M -$694K -44,487 -1%
JP Morgan Chase
2
JP Morgan Chase
New York
$50.6M -$141K -9,060 -0.3%
RCM
3
Rutabaga Capital Management
Massachusetts
$36.8M +$712K +45,648 +2%
Capital World Investors
4
Capital World Investors
California
$22.7M
SAM
5
Silvercrest Asset Management
New York
$17.7M +$2.21M +141,533 +16%
GIM
6
Granahan Investment Management
Massachusetts
$16M +$6.6M +422,810 +80%
Wells Fargo
7
Wells Fargo
California
$15.6M -$1.84M -117,791 -11%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$13.3M +$111K +7,120 +0.9%
BFA
9
BlackRock Fund Advisors
California
$10.2M -$319K -20,425 -3%
Vanguard Group
10
Vanguard Group
Pennsylvania
$9.52M +$152K +9,710 +2%
DRZID
11
DePrince Race & Zollo Inc (DRZ)
Florida
$7.48M -$4.11M -263,387 -37%
BA
12
Broadview Advisors
Wisconsin
$7.42M -$1.95K -125 -0%
PAIM
13
Punch & Associates Investment Management
Minnesota
$6.88M +$657K +42,099 +11%
State Street
14
State Street
Massachusetts
$6.12M +$14.7K +944 +0.3%
Northern Trust
15
Northern Trust
Illinois
$5.81M +$82.1K +5,257 +2%
NC
16
Nicholas Company
Wisconsin
$5.77M -$921K -59,000 -15%
BIT
17
BlackRock Institutional Trust
California
$4.5M -$395K -25,287 -9%
EIP
18
Epoch Investment Partners
New York
$4.46M +$24.4K +1,565 +0.6%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$4.36M -$212K -13,587 -5%
GGHC
20
Gilder Gagnon Howe & Co
New York
$4.14M +$3.84M +245,995 New
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$3.88M +$130K +8,310 +4%
Ameriprise
22
Ameriprise
Minnesota
$3.83M -$705K -45,183 -17%
USAA
23
United Services Automobile Association
Texas
$3.37M +$1.31M +83,957 +72%
GHAM
24
Gilman Hill Asset Management
Connecticut
$2.93M +$50.9K +3,260 +2%
NTCOC
25
Northern Trust Company of Connecticut
Connecticut
$2.65M -$507K -32,485 -17%

PLOW Hedge Fund Activity: Q4 2013 in Review

77 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q4 2013, worth a combined $347M — up 15% from $303M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PLOW and 8 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 32 added.

The largest buyer was Granahan Investment Management, adding an estimated $6.6M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $4.11M.

  • 77 institutional investors held Douglas Dynamics (PLOW) as of Q4 2013, down from 79 in Q3 2013.
  • Funds reported $347M of Douglas Dynamics stock for Q4 2013, up 15% quarter-over-quarter.
  • 8 funds opened new Douglas Dynamics positions in Q4 2013 and 10 closed out, a net change of -2 holders.
  • The largest Douglas Dynamics buyer in Q4 2013 was Granahan Investment Management, an estimated $6.6M added.
  • The largest Douglas Dynamics seller in Q4 2013 was DePrince Race & Zollo Inc (DRZ), an estimated $4.11M sold.

Based on aggregated 13F filings for Q4 2013.