We are live on ! Find out more
PLOW icon

Douglas Dynamics

116 hedge funds and large institutions have $346M invested in Douglas Dynamics in 2014 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 31 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

12% more funds holding

Funds holding: 104116 (+12)

1% more capital invested

Capital invested by funds: $344M → $346M (+$2.03M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.6% less ownership

Funds ownership: 88.73%88.12% (-0.6%)

24% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 41

Holders
116
Holders Change
+12
Holders Change %
+11.54%
% of All Funds
3.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
31
Reduced
41
Closed
11
Calls
$107K
Puts
Net Calls
+$107K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$49.4M -$4.95M -284,986 -9%
RCM
2
Rutabaga Capital Management
Massachusetts
$38.8M -$81.5K -4,693 -0.2%
Capital World Investors
3
Capital World Investors
California
$25.4M
SAM
4
Silvercrest Asset Management
New York
$20.6M +$1.57M +90,329 +8%
GIM
5
Granahan Investment Management
Massachusetts
$17.6M -$679K -39,131 -4%
HA
6
Heartland Advisors
Wisconsin
$15.6M
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$15.3M +$1.01M +58,107 +7%
Wells Fargo
8
Wells Fargo
California
$15.2M -$340K -19,589 -2%
Vanguard Group
9
Vanguard Group
Pennsylvania
$11.2M +$661K +38,083 +6%
BA
10
Broadview Advisors
Wisconsin
$10.5M -$584K -33,625 -5%
BFA
11
BlackRock Fund Advisors
California
$9.75M -$1.23M -71,122 -11%
PAIM
12
Punch & Associates Investment Management
Minnesota
$8.39M -$22.7K -1,306 -0.3%
BIT
13
BlackRock Institutional Trust
California
$8.17M -$274K -15,796 -3%
State Street
14
State Street
Massachusetts
$6.54M -$45.8K -2,636 -0.7%
Morgan Stanley
15
Morgan Stanley
New York
$5.45M +$1.75M +100,885 +48%
Northern Trust
16
Northern Trust
Illinois
$5.11M -$3.57M -205,573 -41%
EIP
17
Epoch Investment Partners
New York
$4.88M -$437K -25,200 -8%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$4.54M +$29K +1,671 +0.7%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$4.25M +$381K +21,930 +10%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$3.96M +$3.48M +200,510 +826%
USAA
21
United Services Automobile Association
Texas
$3.7M
DRZID
22
DePrince Race & Zollo Inc (DRZ)
Florida
$3.44M -$3.69M -212,396 -52%
GGHC
23
Gilder Gagnon Howe & Co
New York
$3.26M -$10.8K -625 -0.3%
GHAM
24
Gilman Hill Asset Management
Connecticut
$3.1M +$7.99K +460 +0.3%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$2.35M +$194K +11,186 +9%

PLOW Hedge Fund Activity: Q2 2014 in Review

116 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q2 2014, worth a combined $346M — up 0.59% from $344M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new PLOW positions and 11 closed out — a net gain of 12 holders — while 31 added to existing stakes and 41 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $3.48M. The largest seller was JP Morgan Chase, cutting an estimated $4.95M.

  • 116 institutional investors held Douglas Dynamics (PLOW) as of Q2 2014, up from 104 in Q1 2014.
  • Funds reported $346M of Douglas Dynamics stock for Q2 2014, up 0.59% quarter-over-quarter.
  • 23 funds opened new Douglas Dynamics positions in Q2 2014 and 11 closed out, a net change of +12 holders.
  • The largest Douglas Dynamics buyer in Q2 2014 was Acadian Asset Management, an estimated $3.48M added.
  • The largest Douglas Dynamics seller in Q2 2014 was JP Morgan Chase, an estimated $4.95M sold.

Based on aggregated 13F filings for Q2 2014.