Douglas Dynamics
PLOW
130 hedge funds and large institutions have $419M invested in Douglas Dynamics in 2015 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 47 reducing their positions, and 17 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 47
0.15% more ownership
Funds ownership: 87.11% → 87.26% (+0.15%)
4% less funds holding
Funds holding: 135 → 130 (-5)
6% less capital invested
Capital invested by funds: $444M → $419M (-$25.6M)
24% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 17
73% less call options, than puts
Call options by funds: $93K | Put options by funds: $344K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCA
Bernzott Capital Advisors
Camarillo,
California
|
+$11.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.58M |
| 3 |
Morgan Stanley
New York
|
+$1.68M |
| 4 |
TCIM
TIAA CREF Investment Management
New York
|
+$1.39M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$2.59M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$2.19M |
| 3 |
RCM
Rutabaga Capital Management
Boston,
Massachusetts
|
-$2.17M |
| 4 |
MCM
McKinley Capital Management
Anchorage,
Alaska
|
-$2.04M |
| 5 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$1.99M |
PLOW Hedge Fund Activity: Q2 2015 in Review
130 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q2 2015, worth a combined $419M — down 5.8% from $444M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of PLOW and 13 opened new positions — a net loss of 4 holders — while 47 trimmed existing stakes and 55 added.
The largest buyer was Bernzott Capital Advisors, opening a new position worth an estimated $11.4M. The largest seller was Northern Trust, cutting an estimated $2.59M.
- 130 institutional investors held Douglas Dynamics (PLOW) as of Q2 2015, down from 135 in Q1 2015.
- Funds reported $419M of Douglas Dynamics stock for Q2 2015, down 5.8% quarter-over-quarter.
- 13 funds opened new Douglas Dynamics positions in Q2 2015 and 17 closed out, a net change of -4 holders.
- The largest Douglas Dynamics buyer in Q2 2015 was Bernzott Capital Advisors, an estimated $11.4M added.
- The largest Douglas Dynamics seller in Q2 2015 was Northern Trust, an estimated $2.59M sold.
Based on aggregated 13F filings for Q2 2015.