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Douglas Dynamics

149 hedge funds and large institutions have $656M invested in Douglas Dynamics in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 47 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $1.59M | Put options by funds: $1.14M

21% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 47

7% more capital invested

Capital invested by funds: $613M → $656M (+$42.7M)

0.9% more ownership

Funds ownership: 85.71%86.62% (+0.9%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less funds holding

Funds holding: 154149 (-5)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

Holders
149
Holders Change
-5
Holders Change %
-3.25%
% of All Funds
3.73%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
57
Reduced
47
Closed
22
Calls
$1.59M
Puts
$1.14M
Net Calls
+$449K
Net Calls Change
-$275K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$103M +$3.32M +104,364 +4%
Capital World Investors
2
Capital World Investors
California
$56.2M
Wells Fargo
3
Wells Fargo
California
$47M +$251K +7,894 +0.6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$45.1M +$243K +7,642 +0.6%
Mawer Investment Management
5
Mawer Investment Management
Alberta, Canada
$40.7M +$5.98M +188,065 +18%
Vanguard Group
6
Vanguard Group
Pennsylvania
$30.4M -$8.49M -267,054 -23%
BCA
7
Bernzott Capital Advisors
California
$30M +$1.15M +36,275 +4%
BFA
8
BlackRock Fund Advisors
California
$23.7M +$3.05M +95,843 +16%
SAM
9
Silvercrest Asset Management
New York
$22.3M -$150K -4,716 -0.7%
BIT
10
BlackRock Institutional Trust
California
$17.8M +$2.7M +84,960 +19%
GIM
11
Granahan Investment Management
Massachusetts
$16.7M +$1.8M +56,670 +13%
PAIM
12
Punch & Associates Investment Management
Minnesota
$15.8M -$1.04M -32,728 -7%
State Street
13
State Street
Massachusetts
$15.5M +$1.09M +34,138 +8%
Lazard Asset Management
14
Lazard Asset Management
New York
$14.5M +$2.15M +67,555 +19%
SFM
15
Systematic Financial Management
New Jersey
$11.7M -$14K -442 -0.1%
Northern Trust
16
Northern Trust
Illinois
$9.2M +$375K +11,799 +5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$8.43M +$452K +14,208 +6%
UIC
18
Uniplan Investment Counsel
Wisconsin
$7.49M +$39.1K +1,231 +0.6%
GHAM
19
Gilman Hill Asset Management
Connecticut
$7.23M +$274K +8,631 +4%
Prudential Financial
20
Prudential Financial
New Jersey
$6.29M -$2.03M -63,849 -25%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$5.57M +$135K +4,246 +3%
Robeco Institutional Asset Management
22
Robeco Institutional Asset Management
Netherlands
$5.42M +$4.06M +127,589 +382%
Morgan Stanley
23
Morgan Stanley
New York
$4.59M +$987K +31,059 +29%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$4.38M +$113K +3,565 +3%
DCM
25
Driehaus Capital Management
Illinois
$3.99M -$570K -17,921 -13%

PLOW Hedge Fund Activity: Q4 2016 in Review

149 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q4 2016, worth a combined $656M — up 7% from $613M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of PLOW and 19 opened new positions — a net loss of 3 holders — while 47 trimmed existing stakes and 57 added.

The largest buyer was Mawer Investment Management, adding an estimated $5.98M. The largest seller was Vanguard Group, cutting an estimated $8.49M.

  • 149 institutional investors held Douglas Dynamics (PLOW) as of Q4 2016, down from 154 in Q3 2016.
  • Funds reported $656M of Douglas Dynamics stock for Q4 2016, up 7% quarter-over-quarter.
  • 19 funds opened new Douglas Dynamics positions in Q4 2016 and 22 closed out, a net change of -3 holders.
  • The largest Douglas Dynamics buyer in Q4 2016 was Mawer Investment Management, an estimated $5.98M added.
  • The largest Douglas Dynamics seller in Q4 2016 was Vanguard Group, an estimated $8.49M sold.

Based on aggregated 13F filings for Q4 2016.