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Douglas Dynamics

125 hedge funds and large institutions have $805M invested in Douglas Dynamics in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

21% more capital invested

Capital invested by funds: $664M → $805M (+$141M)

2% more funds holding

Funds holding: 122125 (+3)

0.94% more ownership

Funds ownership: 89.38%90.31% (+0.94%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 41

10% less call options, than puts

Call options by funds: $1.05M | Put options by funds: $1.17M

Holders
125
Holders Change
+3
Holders Change %
+2.46%
% of All Funds
3.12%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
15
Increased
41
Reduced
41
Closed
11
Calls
$1.05M
Puts
$1.17M
Net Calls
-$116K
Net Calls Change
-$345K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$112M -$965K -28,275 -1%
Capital World Investors
2
Capital World Investors
California
$64.2M -$921K -27,000 -2%
BlackRock
3
BlackRock
New York
$56M +$1.91M +56,065 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$53.8M -$845K -24,764 -2%
Wells Fargo
5
Wells Fargo
California
$53.7M -$3.67M -107,612 -7%
Mawer Investment Management
6
Mawer Investment Management
Alberta, Canada
$47.8M +$250K +7,330 +0.6%
Vanguard Group
7
Vanguard Group
Pennsylvania
$38.5M +$2.15M +62,936 +7%
BCA
8
Bernzott Capital Advisors
California
$36.2M +$2.09M +61,323 +7%
SAM
9
Silvercrest Asset Management
New York
$26.9M -$79.7K -2,335 -0.3%
WHG
10
Westwood Holdings Group
Texas
$24.5M -$290K -8,512 -1%
CCA
11
Conestoga Capital Advisors
Pennsylvania
$22.4M +$19.4M +567,400 New
Lazard Asset Management
12
Lazard Asset Management
New York
$19.2M -$1.96M -57,471 -11%
PAIM
13
Punch & Associates Investment Management
Minnesota
$17.7M -$790K -23,143 -5%
State Street
14
State Street
Massachusetts
$17.4M +$190K +5,575 +1%
Deutsche Bank
15
Deutsche Bank
Germany
$16.3M +$6.05M +177,194 +75%
William Blair Investment Management
16
William Blair Investment Management
Illinois
$14.9M +$1.02M +29,851 +9%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$14.8M +$7.06M +206,879 +122%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$13.9M -$63.6K -1,863 -0.5%
SFM
19
Systematic Financial Management
New Jersey
$12.3M -$580K -16,983 -5%
GIM
20
Granahan Investment Management
Massachusetts
$11.7M +$538K +15,758 +6%
Northern Trust
21
Northern Trust
Illinois
$10.9M -$84.8K -2,484 -0.9%
RCMC
22
RK Capital Management (Colorado)
Colorado
$10.5M -$585K -17,151 -6%
UIC
23
Uniplan Investment Counsel
Wisconsin
$9.06M -$11.4M -335,080 -59%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$7.45M +$329K +9,651 +5%
GHAM
25
Gilman Hill Asset Management
Connecticut
$6.51M -$331K -9,688 -6%

PLOW Hedge Fund Activity: Q3 2017 in Review

125 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q3 2017, worth a combined $805M — up 21% from $664M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PLOW positions and 11 closed out — a net gain of 4 holders — while 41 added to existing stakes and 41 trimmed.

The largest buyer was Conestoga Capital Advisors, opening a new position worth an estimated $19.4M. The largest seller was Uniplan Investment Counsel, cutting an estimated $11.4M.

  • 125 institutional investors held Douglas Dynamics (PLOW) as of Q3 2017, up from 122 in Q2 2017.
  • Funds reported $805M of Douglas Dynamics stock for Q3 2017, up 21% quarter-over-quarter.
  • 15 funds opened new Douglas Dynamics positions in Q3 2017 and 11 closed out, a net change of +4 holders.
  • The largest Douglas Dynamics buyer in Q3 2017 was Conestoga Capital Advisors, an estimated $19.4M added.
  • The largest Douglas Dynamics seller in Q3 2017 was Uniplan Investment Counsel, an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2017.