We are live on ! Find out more
PLOW icon

Douglas Dynamics

141 hedge funds and large institutions have $880M invested in Douglas Dynamics in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

50% more call options, than puts

Call options by funds: $866K | Put options by funds: $578K

13% more capital invested

Capital invested by funds: $776M → $880M (+$103M)

7% more funds holding

Funds holding: 132141 (+9)

1.06% less ownership

Funds ownership: 90.89%89.83% (-1.1%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

26% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 54

Holders
141
Holders Change
+9
Holders Change %
+6.82%
% of All Funds
3.23%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
21
Increased
40
Reduced
54
Closed
10
Calls
$866K
Puts
$578K
Net Calls
+$288K
Net Calls Change
-$577K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$116M -$3.57M -86,161 -3%
Capital World Investors
2
Capital World Investors
California
$62.4M
BlackRock
3
BlackRock
New York
$62.4M -$26.4K -636 -0%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$58.5M -$473K -11,407 -0.8%
Wells Fargo
5
Wells Fargo
California
$57.1M -$2.08M -50,164 -4%
Vanguard Group
6
Vanguard Group
Pennsylvania
$43.3M +$475K +11,453 +1%
BCA
7
Bernzott Capital Advisors
California
$40.8M -$745K -17,950 -2%
Mawer Investment Management
8
Mawer Investment Management
Alberta, Canada
$33.3M -$17.6M -425,261 -36%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$32.5M +$17.2M +415,632 +124%
CCA
10
Conestoga Capital Advisors
Pennsylvania
$30M -$852K -20,535 -3%
SAM
11
Silvercrest Asset Management
New York
$29.5M +$206K +4,976 +0.7%
WHG
12
Westwood Holdings Group
Texas
$26.6M -$151K -3,651 -0.6%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$24M +$2.56M +61,782 +13%
Lazard Asset Management
14
Lazard Asset Management
New York
$21.3M -$1.91M -46,100 -9%
State Street
15
State Street
Massachusetts
$19M -$563K -13,576 -3%
RCMC
16
RK Capital Management (Colorado)
Colorado
$17.8M +$2.72M +65,600 +19%
William Blair Investment Management
17
William Blair Investment Management
Illinois
$15M +$10.9K +264 +0.1%
GIM
18
Granahan Investment Management
Massachusetts
$13.6M +$358K +8,638 +3%
PAIM
19
Punch & Associates Investment Management
Minnesota
$13.6M -$3.73M -89,952 -22%
SFM
20
Systematic Financial Management
New Jersey
$12M -$548K -13,221 -5%
Northern Trust
21
Northern Trust
Illinois
$11.6M -$80.9K -1,951 -0.7%
UIC
22
Uniplan Investment Counsel
Wisconsin
$10.4M +$152K +3,658 +2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$9.74M -$3.66M -88,220 -28%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$8.66M +$434K +10,461 +6%
Deutsche Bank
25
Deutsche Bank
Germany
$5.74M -$2.95M -71,020 -35%

PLOW Hedge Fund Activity: Q1 2018 in Review

141 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q1 2018, worth a combined $880M — up 13% from $776M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PLOW positions and 10 closed out — a net gain of 11 holders — while 40 added to existing stakes and 54 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $17.2M. The largest seller was Mawer Investment Management, cutting an estimated $17.6M.

  • 141 institutional investors held Douglas Dynamics (PLOW) as of Q1 2018, up from 132 in Q4 2017.
  • Funds reported $880M of Douglas Dynamics stock for Q1 2018, up 13% quarter-over-quarter.
  • 21 funds opened new Douglas Dynamics positions in Q1 2018 and 10 closed out, a net change of +11 holders.
  • The largest Douglas Dynamics buyer in Q1 2018 was Fidelity Investments, an estimated $17.2M added.
  • The largest Douglas Dynamics seller in Q1 2018 was Mawer Investment Management, an estimated $17.6M sold.

Based on aggregated 13F filings for Q1 2018.