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Douglas Dynamics

138 hedge funds and large institutions have $400M invested in Douglas Dynamics in 2014 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 45 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more call options, than puts

Call options by funds: $1.47M | Put options by funds: $473K

113% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 15

12% more funds holding

Funds holding: 123138 (+15)

6% more capital invested

Capital invested by funds: $378M → $400M (+$22.2M)

5% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 43

3.16% less ownership

Funds ownership: 87.09%83.93% (-3.2%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
138
Holders Change
+15
Holders Change %
+12.2%
% of All Funds
3.68%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
32
Increased
45
Reduced
43
Closed
15
Calls
$1.47M
Puts
$473K
Net Calls
+$996K
Net Calls Change
+$841K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$60.6M -$1.41M -65,832 -2%
Capital World Investors
2
Capital World Investors
California
$30.9M
RCM
3
Rutabaga Capital Management
Massachusetts
$24.1M -$17.4M -810,057 -42%
Vanguard Group
4
Vanguard Group
Pennsylvania
$22.1M +$5.97M +278,401 +37%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$21.4M +$1.9M +88,334 +10%
SAM
6
Silvercrest Asset Management
New York
$19.2M -$7.48M -348,748 -28%
GIM
7
Granahan Investment Management
Massachusetts
$19M -$237K -11,054 -1%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$18.7M +$6.82M +317,800 +57%
Wells Fargo
9
Wells Fargo
California
$15.4M -$37.4K -1,744 -0.2%
BFA
10
BlackRock Fund Advisors
California
$13.2M +$1.82M +84,808 +16%
HA
11
Heartland Advisors
Wisconsin
$10.7M -$8.2M -382,296 -43%
Northern Trust
12
Northern Trust
Illinois
$10M -$757K -35,275 -7%
PAIM
13
Punch & Associates Investment Management
Minnesota
$8.91M +$470K +21,902 +6%
State Street
14
State Street
Massachusetts
$7.86M -$25.3K -1,179 -0.3%
Morgan Stanley
15
Morgan Stanley
New York
$6.55M +$1.93M +89,932 +42%
BIT
16
BlackRock Institutional Trust
California
$5.02M -$712K -33,164 -12%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$4.95M -$428K -19,947 -8%
USAA
18
United Services Automobile Association
Texas
$4.5M
SFM
19
Systematic Financial Management
New Jersey
$3.94M +$3.95M +184,006 New
First Trust Advisors
20
First Trust Advisors
Illinois
$3.83M +$653K +30,434 +20%
GHAM
21
Gilman Hill Asset Management
Connecticut
$3.73M -$83.9K -3,909 -2%
OSAM
22
O'Shaughnessy Asset Management
Connecticut
$3.53M +$1.75M +81,450 +97%
GGHC
23
Gilder Gagnon Howe & Co
New York
$3.25M -$669K -31,195 -17%
SGAM
24
Smith Group Asset Management
Texas
$3.25M +$3.21M +149,440 +6,386%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$3.15M +$3.16M +147,100 New

PLOW Hedge Fund Activity: Q4 2014 in Review

138 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q4 2014, worth a combined $400M — up 5.9% from $378M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PLOW positions and 15 closed out — a net gain of 17 holders — while 45 added to existing stakes and 43 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $6.82M. The largest seller was Rutabaga Capital Management, cutting an estimated $17.4M.

  • 138 institutional investors held Douglas Dynamics (PLOW) as of Q4 2014, up from 123 in Q3 2014.
  • Funds reported $400M of Douglas Dynamics stock for Q4 2014, up 5.9% quarter-over-quarter.
  • 32 funds opened new Douglas Dynamics positions in Q4 2014 and 15 closed out, a net change of +17 holders.
  • The largest Douglas Dynamics buyer in Q4 2014 was Acadian Asset Management, an estimated $6.82M added.
  • The largest Douglas Dynamics seller in Q4 2014 was Rutabaga Capital Management, an estimated $17.4M sold.

Based on aggregated 13F filings for Q4 2014.