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Douglas Dynamics

154 hedge funds and large institutions have $613M invested in Douglas Dynamics in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 60 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $438K

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

24% more capital invested

Capital invested by funds: $496M → $613M (+$117M)

8% more funds holding

Funds holding: 143154 (+11)

0% less ownership

Funds ownership: 85.72%85.71% (-0%)

20% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 60

Holders
154
Holders Change
+11
Holders Change %
+7.69%
% of All Funds
4.11%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
23
Increased
48
Reduced
60
Closed
12
Calls
$1.16M
Puts
$438K
Net Calls
+$724K
Net Calls Change
-$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$94.3M +$1.58M +52,923 +2%
Capital World Investors
2
Capital World Investors
California
$53.4M +$1.52M +50,638 +3%
Wells Fargo
3
Wells Fargo
California
$44.4M -$4.17M -139,255 -9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$42.5M +$643K +21,467 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$37.4M +$346K +11,546 +1%
Mawer Investment Management
6
Mawer Investment Management
Alberta, Canada
$32.6M +$21.3M +710,665 +229%
BCA
7
Bernzott Capital Advisors
California
$27.3M +$600K +20,030 +2%
SAM
8
Silvercrest Asset Management
New York
$21.3M -$822K -27,454 -4%
BFA
9
BlackRock Fund Advisors
California
$19.5M +$1.03M +34,238 +6%
PAIM
10
Punch & Associates Investment Management
Minnesota
$16M -$1.77M -59,116 -11%
BIT
11
BlackRock Institutional Trust
California
$14.2M +$441K +14,722 +3%
GIM
12
Granahan Investment Management
Massachusetts
$14.1M -$3.67M -122,410 -22%
State Street
13
State Street
Massachusetts
$13.6M +$210K +7,000 +2%
Lazard Asset Management
14
Lazard Asset Management
New York
$11.6M -$4.74M -158,167 -30%
SFM
15
Systematic Financial Management
New Jersey
$11.2M -$942K -31,448 -8%
Northern Trust
16
Northern Trust
Illinois
$8.35M -$982K -32,807 -11%
Prudential Financial
17
Prudential Financial
New Jersey
$8.01M -$19.9K -666 -0.3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$7.55M +$375K +12,507 +6%
UIC
19
Uniplan Investment Counsel
Wisconsin
$7.07M -$41.5K -1,387 -0.6%
GHAM
20
Gilman Hill Asset Management
Connecticut
$6.58M -$45.7K -1,527 -0.7%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$5.15M -$11.2K -374 -0.2%
Renaissance Technologies
22
Renaissance Technologies
New York
$4.89M -$2.27M -75,897 -33%
DCM
23
Driehaus Capital Management
Illinois
$4.36M +$144K +4,814 +4%
SGAM
24
Smith Group Asset Management
Texas
$4.28M +$6.59K +220 +0.2%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$4.18M +$716K +23,900 +22%

PLOW Hedge Fund Activity: Q3 2016 in Review

154 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q3 2016, worth a combined $613M — up 24% from $496M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new PLOW positions and 12 closed out — a net gain of 11 holders — while 48 added to existing stakes and 60 trimmed.

The largest buyer was Mawer Investment Management, adding an estimated $21.3M. The largest seller was Lazard Asset Management, cutting an estimated $4.74M.

  • 154 institutional investors held Douglas Dynamics (PLOW) as of Q3 2016, up from 143 in Q2 2016.
  • Funds reported $613M of Douglas Dynamics stock for Q3 2016, up 24% quarter-over-quarter.
  • 23 funds opened new Douglas Dynamics positions in Q3 2016 and 12 closed out, a net change of +11 holders.
  • The largest Douglas Dynamics buyer in Q3 2016 was Mawer Investment Management, an estimated $21.3M added.
  • The largest Douglas Dynamics seller in Q3 2016 was Lazard Asset Management, an estimated $4.74M sold.

Based on aggregated 13F filings for Q3 2016.