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Douglas Dynamics

122 hedge funds and large institutions have $664M invested in Douglas Dynamics in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $589M → $664M (+$75.5M)

4.35% more ownership

Funds ownership: 85.02%89.38% (+4.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 43

11% less funds holding

Funds holding: 137122 (-15)

63% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 24

Holders
122
Holders Change
-15
Holders Change %
-10.95%
% of All Funds
3.04%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
9
Increased
40
Reduced
43
Closed
24
Calls
$229K
Puts
Net Calls
+$229K
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$93.6M -$4.97M -160,787 -5%
Capital World Investors
2
Capital World Investors
California
$54.5M
Wells Fargo
3
Wells Fargo
California
$48.4M +$1.15M +37,147 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$45.7M +$2.54M +82,348 +6%
BlackRock
5
BlackRock
New York
$45M -$879K -28,463 -2%
Mawer Investment Management
6
Mawer Investment Management
Alberta, Canada
$39.7M -$25K -810 -0.1%
Vanguard Group
7
Vanguard Group
Pennsylvania
$30.1M +$618K +20,006 +2%
BCA
8
Bernzott Capital Advisors
California
$28.2M +$1.32M +42,650 +5%
SAM
9
Silvercrest Asset Management
New York
$22.5M +$234K +7,592 +1%
WHG
10
Westwood Holdings Group
Texas
$20.7M +$15M +486,195 +336%
UIC
11
Uniplan Investment Counsel
Wisconsin
$18.6M +$10.4M +337,722 +149%
Lazard Asset Management
12
Lazard Asset Management
New York
$18M +$3.86M +125,000 +30%
PAIM
13
Punch & Associates Investment Management
Minnesota
$15.5M +$287K +9,308 +2%
State Street
14
State Street
Massachusetts
$14.3M +$240K +7,771 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$11.6M +$481K +15,566 +5%
William Blair Investment Management
16
William Blair Investment Management
Illinois
$11.4M +$4.62M +149,711 +76%
SFM
17
Systematic Financial Management
New Jersey
$10.8M -$261K -8,465 -3%
RCMC
18
RK Capital Management (Colorado)
Colorado
$9.34M +$8.77M +284,000 New
GIM
19
Granahan Investment Management
Massachusetts
$9.22M -$1.04M -33,688 -11%
Northern Trust
20
Northern Trust
Illinois
$9.2M +$143K +4,643 +2%
Deutsche Bank
21
Deutsche Bank
Germany
$7.74M +$1.06M +34,217 +17%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$5.91M +$126K +4,065 +2%
GHAM
23
Gilman Hill Asset Management
Connecticut
$5.76M +$215K +6,962 +4%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$5.57M +$4.92M +159,320 +1,591%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$4.97M +$1.55M +50,044 +50%

PLOW Hedge Fund Activity: Q2 2017 in Review

122 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q2 2017, worth a combined $664M — up 13% from $589M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of PLOW and 9 opened new positions — a net loss of 15 holders — while 43 trimmed existing stakes and 40 added.

The largest buyer was Westwood Holdings Group, adding an estimated $15M. The largest seller was JP Morgan Chase, cutting an estimated $4.97M.

  • 122 institutional investors held Douglas Dynamics (PLOW) as of Q2 2017, down from 137 in Q1 2017.
  • Funds reported $664M of Douglas Dynamics stock for Q2 2017, up 13% quarter-over-quarter.
  • 9 funds opened new Douglas Dynamics positions in Q2 2017 and 24 closed out, a net change of -15 holders.
  • The largest Douglas Dynamics buyer in Q2 2017 was Westwood Holdings Group, an estimated $15M added.
  • The largest Douglas Dynamics seller in Q2 2017 was JP Morgan Chase, an estimated $4.97M sold.

Based on aggregated 13F filings for Q2 2017.