We are live on ! Find out more
PLOW icon

Douglas Dynamics

147 hedge funds and large institutions have $423M invested in Douglas Dynamics in 2016 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 64 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,056% more call options, than puts

Call options by funds: $1.29M | Put options by funds: $25K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

88% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 34

80% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 15

9% more funds holding

Funds holding: 135147 (+12)

8% more capital invested

Capital invested by funds: $392M → $423M (+$31.4M)

0.21% less ownership

Funds ownership: 83.09%82.88% (-0.21%)

Holders
147
Holders Change
+12
Holders Change %
+8.89%
% of All Funds
3.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
27
Increased
64
Reduced
34
Closed
15
Calls
$1.29M
Puts
$25K
Net Calls
+$1.26M
Net Calls Change
+$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$65.7M -$1.06M -52,898 -2%
Wells Fargo
2
Wells Fargo
California
$34.7M +$1.83M +91,145 +6%
Capital World Investors
3
Capital World Investors
California
$33.1M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$29.1M +$1.69M +84,102 +7%
Vanguard Group
5
Vanguard Group
Pennsylvania
$25.6M +$556K +27,648 +3%
BCA
6
Bernzott Capital Advisors
California
$20.9M +$1.42M +70,482 +8%
SAM
7
Silvercrest Asset Management
New York
$15.9M -$559K -27,793 -4%
GIM
8
Granahan Investment Management
Massachusetts
$13.6M -$331K -16,490 -3%
PAIM
9
Punch & Associates Investment Management
Minnesota
$13.1M +$1.43M +71,093 +14%
BFA
10
BlackRock Fund Advisors
California
$13.1M -$316K -15,734 -3%
Lazard Asset Management
11
Lazard Asset Management
New York
$11.4M +$2.75M +136,712 +38%
State Street
12
State Street
Massachusetts
$9.92M +$1.04M +51,854 +14%
SFM
13
Systematic Financial Management
New Jersey
$8.98M +$145K +7,190 +2%
BIT
14
BlackRock Institutional Trust
California
$8.34M +$606K +30,165 +9%
Northern Trust
15
Northern Trust
Illinois
$6.9M +$19.6K +975 +0.3%
Prudential Financial
16
Prudential Financial
New Jersey
$6.2M -$338K -16,795 -6%
Renaissance Technologies
17
Renaissance Technologies
New York
$5.23M +$1.21M +60,006 +36%
UIC
18
Uniplan Investment Counsel
Wisconsin
$4.93M +$15.4K +768 +0.4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$4.81M +$68.4K +3,401 +2%
Deutsche Bank
20
Deutsche Bank
Germany
$4.48M +$1.25M +62,080 +46%
GHAM
21
Gilman Hill Asset Management
Connecticut
$4.44M +$15.5K +770 +0.4%
USAA
22
United Services Automobile Association
Texas
$3.25M
Millennium Management
23
Millennium Management
New York
$3.14M +$1.58M +78,770 +135%
SGAM
24
Smith Group Asset Management
Texas
$2.96M +$18.9K +940 +0.7%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$2.9M -$128K -6,383 -5%

PLOW Hedge Fund Activity: Q1 2016 in Review

147 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q1 2016, worth a combined $423M — up 8% from $392M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PLOW positions and 15 closed out — a net gain of 12 holders — while 64 added to existing stakes and 34 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $2.75M. The largest seller was Rutabaga Capital Management, exiting entirely with an estimated $14.7M sold.

  • 147 institutional investors held Douglas Dynamics (PLOW) as of Q1 2016, up from 135 in Q4 2015.
  • Funds reported $423M of Douglas Dynamics stock for Q1 2016, up 8% quarter-over-quarter.
  • 27 funds opened new Douglas Dynamics positions in Q1 2016 and 15 closed out, a net change of +12 holders.
  • The largest Douglas Dynamics buyer in Q1 2016 was Lazard Asset Management, an estimated $2.75M added.
  • The largest Douglas Dynamics seller in Q1 2016 was Rutabaga Capital Management, an estimated $14.7M sold.

Based on aggregated 13F filings for Q1 2016.