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Douglas Dynamics

137 hedge funds and large institutions have $589M invested in Douglas Dynamics in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $3.08M | Put options by funds: $1.65M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.59% less ownership

Funds ownership: 86.62%85.02% (-1.6%)

8% less funds holding

Funds holding: 149137 (-12)

10% less capital invested

Capital invested by funds: $656M → $589M (-$67.1M)

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

19% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 52

Holders
137
Holders Change
-12
Holders Change %
-8.05%
% of All Funds
3.41%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
17
Increased
42
Reduced
52
Closed
21
Calls
$3.08M
Puts
$1.65M
Net Calls
+$1.44M
Net Calls Change
+$986K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$92.2M -$1.65M -50,814 -2%
Capital World Investors
2
Capital World Investors
California
$50.8M -$505K -15,565 -0.9%
Wells Fargo
3
Wells Fargo
California
$44M +$1.18M +36,462 +3%
BlackRock
4
BlackRock
New York
$42.8M +$45.2M +1,392,122 +50,659%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$40.1M -$1.06M -32,656 -2%
Mawer Investment Management
6
Mawer Investment Management
Alberta, Canada
$37M -$47.1K -1,450 -0.1%
Vanguard Group
7
Vanguard Group
Pennsylvania
$27.4M -$353K -10,887 -1%
BCA
8
Bernzott Capital Advisors
California
$25M -$2.47M -76,122 -9%
SAM
9
Silvercrest Asset Management
New York
$20.7M +$410K +12,636 +2%
PAIM
10
Punch & Associates Investment Management
Minnesota
$14.2M -$213K -6,557 -1%
State Street
11
State Street
Massachusetts
$13.1M -$1.03M -31,854 -7%
Lazard Asset Management
12
Lazard Asset Management
New York
$12.9M -$373K -11,500 -3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$10.4M +$2.85M +87,844 +35%
SFM
14
Systematic Financial Management
New Jersey
$10.4M -$348K -10,724 -3%
GIM
15
Granahan Investment Management
Massachusetts
$9.62M -$5.94M -183,074 -37%
Northern Trust
16
Northern Trust
Illinois
$8.43M +$57.1K +1,760 +0.6%
UIC
17
Uniplan Investment Counsel
Wisconsin
$6.97M +$155K +4,778 +2%
Deutsche Bank
18
Deutsche Bank
Germany
$6.17M +$4.97M +153,045 +318%
William Blair Investment Management
19
William Blair Investment Management
Illinois
$6.06M +$6.42M +197,716 New
First Trust Advisors
20
First Trust Advisors
Illinois
$5.86M +$2.62M +80,620 +73%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$5.38M +$327K +10,074 +6%
GHAM
22
Gilman Hill Asset Management
Connecticut
$5.15M -$1.52M -46,779 -22%
WHG
23
Westwood Holdings Group
Texas
$4.43M +$4.69M +144,489 New
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$4.24M +$269K +8,283 +6%
NA
25
Navellier & Associates
Nevada
$3.74M +$475K +14,644 +14%

PLOW Hedge Fund Activity: Q1 2017 in Review

137 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q1 2017, worth a combined $589M — down 10% from $656M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of PLOW and 17 opened new positions — a net loss of 4 holders — while 52 trimmed existing stakes and 42 added.

The largest buyer was BlackRock, adding an estimated $45.2M. The largest seller was Granahan Investment Management, cutting an estimated $5.94M.

  • 137 institutional investors held Douglas Dynamics (PLOW) as of Q1 2017, down from 149 in Q4 2016.
  • Funds reported $589M of Douglas Dynamics stock for Q1 2017, down 10% quarter-over-quarter.
  • 17 funds opened new Douglas Dynamics positions in Q1 2017 and 21 closed out, a net change of -4 holders.
  • The largest Douglas Dynamics buyer in Q1 2017 was BlackRock, an estimated $45.2M added.
  • The largest Douglas Dynamics seller in Q1 2017 was Granahan Investment Management, an estimated $5.94M sold.

Based on aggregated 13F filings for Q1 2017.