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Douglas Dynamics

123 hedge funds and large institutions have $378M invested in Douglas Dynamics in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $313K | Put options by funds: $158K

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

9% more capital invested

Capital invested by funds: $346M → $378M (+$32.4M)

6% more funds holding

Funds holding: 116123 (+7)

5% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 40

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.03% less ownership

Funds ownership: 88.12%87.09% (-1%)

Holders
123
Holders Change
+7
Holders Change %
+6.03%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
42
Reduced
40
Closed
15
Calls
$313K
Puts
$158K
Net Calls
+$155K
Net Calls Change
+$48K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$56.5M +$1.75M +93,133 +3%
RCM
2
Rutabaga Capital Management
Massachusetts
$37.7M -$5M -266,195 -12%
Capital World Investors
3
Capital World Investors
California
$28.2M
SAM
4
Silvercrest Asset Management
New York
$24.3M +$1.38M +73,710 +6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$17.7M +$761K +40,511 +5%
GIM
6
Granahan Investment Management
Massachusetts
$17.5M -$1.97M -104,798 -10%
HA
7
Heartland Advisors
Wisconsin
$17.2M -$9.77K -520 -0.1%
Vanguard Group
8
Vanguard Group
Pennsylvania
$14.7M +$2.23M +118,694 +19%
Wells Fargo
9
Wells Fargo
California
$14.1M -$2.68M -142,464 -16%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$10.8M +$6.21M +330,583 +147%
BFA
11
BlackRock Fund Advisors
California
$10.4M -$386K -20,526 -4%
Northern Trust
12
Northern Trust
Illinois
$9.79M +$3.97M +211,595 +73%
PAIM
13
Punch & Associates Investment Management
Minnesota
$7.68M -$1.54M -81,846 -17%
BA
14
Broadview Advisors
Wisconsin
$7.21M -$4.28M -227,850 -38%
State Street
15
State Street
Massachusetts
$7.17M -$50.3K -2,680 -0.7%
BIT
16
BlackRock Institutional Trust
California
$5.22M -$3.69M -196,254 -42%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$4.92M +$201K +10,686 +4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$4.89M -$129K -6,890 -3%
EIP
19
Epoch Investment Partners
New York
$4.47M -$898K -47,803 -17%
Morgan Stanley
20
Morgan Stanley
New York
$4.2M -$1.76M -93,761 -30%
USAA
21
United Services Automobile Association
Texas
$4.09M
GGHC
22
Gilder Gagnon Howe & Co
New York
$3.57M -$41.7K -2,220 -1%
GHAM
23
Gilman Hill Asset Management
Connecticut
$3.47M +$34.6K +1,840 +1%
First Trust Advisors
24
First Trust Advisors
Illinois
$2.9M +$2.79M +148,465 New
Geode Capital Management
25
Geode Capital Management
Massachusetts
$2.62M +$14.6K +775 +0.6%

PLOW Hedge Fund Activity: Q3 2014 in Review

123 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q3 2014, worth a combined $378M — up 9.4% from $346M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PLOW positions and 15 closed out — a net gain of 7 holders — while 42 added to existing stakes and 40 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $6.21M. The largest seller was Rutabaga Capital Management, cutting an estimated $5M.

  • 123 institutional investors held Douglas Dynamics (PLOW) as of Q3 2014, up from 116 in Q2 2014.
  • Funds reported $378M of Douglas Dynamics stock for Q3 2014, up 9.4% quarter-over-quarter.
  • 22 funds opened new Douglas Dynamics positions in Q3 2014 and 15 closed out, a net change of +7 holders.
  • The largest Douglas Dynamics buyer in Q3 2014 was Acadian Asset Management, an estimated $6.21M added.
  • The largest Douglas Dynamics seller in Q3 2014 was Rutabaga Capital Management, an estimated $5M sold.

Based on aggregated 13F filings for Q3 2014.