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Douglas Dynamics

132 hedge funds and large institutions have $776M invested in Douglas Dynamics in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $416K

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more funds holding

Funds holding: 125132 (+7)

0.58% more ownership

Funds ownership: 90.31%90.89% (+0.58%)

4% less capital invested

Capital invested by funds: $805M → $776M (-$28.9M)

13% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 47

Holders
132
Holders Change
+7
Holders Change %
+5.6%
% of All Funds
2.99%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
20
Increased
41
Reduced
47
Closed
13
Calls
$1.28M
Puts
$416K
Net Calls
+$865K
Net Calls Change
+$981K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$104M -$2.58M -64,639 -2%
Capital World Investors
2
Capital World Investors
California
$54.4M -$7.55M -189,000 -12%
BlackRock
3
BlackRock
New York
$54.4M +$693K +17,350 +1%
Wells Fargo
4
Wells Fargo
California
$51.7M +$166K +4,154 +0.3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$51.4M -$189K -4,744 -0.3%
Mawer Investment Management
6
Mawer Investment Management
Alberta, Canada
$45.2M -$791K -19,800 -2%
Vanguard Group
7
Vanguard Group
Pennsylvania
$37.3M +$430K +10,766 +1%
BCA
8
Bernzott Capital Advisors
California
$36.2M +$1.53M +38,252 +4%
CCA
9
Conestoga Capital Advisors
Pennsylvania
$26.9M +$5.81M +145,465 +26%
SAM
10
Silvercrest Asset Management
New York
$25.5M -$270K -6,766 -1%
WHG
11
Westwood Holdings Group
Texas
$23.4M -$170K -4,246 -0.7%
Lazard Asset Management
12
Lazard Asset Management
New York
$20.3M +$1.95M +48,710 +10%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$18.6M +$4.6M +115,190 +31%
State Street
14
State Street
Massachusetts
$17M +$377K +9,443 +2%
PAIM
15
Punch & Associates Investment Management
Minnesota
$15.2M -$1.84M -46,163 -10%
William Blair Investment Management
16
William Blair Investment Management
Illinois
$13.1M -$1.25M -31,411 -8%
RCMC
17
RK Capital Management (Colorado)
Colorado
$13M +$3.09M +77,410 +29%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$12.6M +$7.3M +182,924 +121%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$11.8M -$1.56M -39,076 -11%
GIM
20
Granahan Investment Management
Massachusetts
$11.5M +$349K +8,730 +3%
SFM
21
Systematic Financial Management
New Jersey
$10.9M -$926K -23,185 -7%
Northern Trust
22
Northern Trust
Illinois
$10.2M -$330K -8,271 -3%
UIC
23
Uniplan Investment Counsel
Wisconsin
$8.93M +$249K +6,224 +3%
Deutsche Bank
24
Deutsche Bank
Germany
$7.68M -$8.36M -209,230 -51%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$7.15M +$2.48K +62 +0%

PLOW Hedge Fund Activity: Q4 2017 in Review

132 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q4 2017, worth a combined $776M — down 3.6% from $805M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PLOW positions and 13 closed out — a net gain of 7 holders — while 41 added to existing stakes and 47 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $7.3M. The largest seller was Deutsche Bank, cutting an estimated $8.36M.

  • 132 institutional investors held Douglas Dynamics (PLOW) as of Q4 2017, up from 125 in Q3 2017.
  • Funds reported $776M of Douglas Dynamics stock for Q4 2017, down 3.6% quarter-over-quarter.
  • 20 funds opened new Douglas Dynamics positions in Q4 2017 and 13 closed out, a net change of +7 holders.
  • The largest Douglas Dynamics buyer in Q4 2017 was Fidelity Investments, an estimated $7.3M added.
  • The largest Douglas Dynamics seller in Q4 2017 was Deutsche Bank, an estimated $8.36M sold.

Based on aggregated 13F filings for Q4 2017.