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Douglas Dynamics

147 hedge funds and large institutions have $962M invested in Douglas Dynamics in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 52 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $3.07M | Put options by funds: $1.36M

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

9% more capital invested

Capital invested by funds: $880M → $962M (+$82M)

4% more funds holding

Funds holding: 141147 (+6)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 52

1.54% less ownership

Funds ownership: 89.83%88.29% (-1.5%)

Holders
147
Holders Change
+6
Holders Change %
+4.26%
% of All Funds
3.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
20
Increased
47
Reduced
52
Closed
12
Calls
$3.07M
Puts
$1.36M
Net Calls
+$1.71M
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$125M -$2.8M -61,858 -2%
BlackRock
2
BlackRock
New York
$73.7M +$4.35M +96,261 +7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$64.2M -$508K -11,240 -0.8%
Capital World Investors
4
Capital World Investors
California
$62.4M -$6.33M -140,000 -10%
Wells Fargo
5
Wells Fargo
California
$61.3M -$1.82M -40,188 -3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$48.9M +$930K +20,575 +2%
BCA
7
Bernzott Capital Advisors
California
$40.8M -$4.11M -90,925 -10%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$36.4M +$363K +8,029 +1%
CCA
9
Conestoga Capital Advisors
Pennsylvania
$35.6M +$2.22M +49,155 +7%
SAM
10
Silvercrest Asset Management
New York
$32.3M -$313K -6,914 -1%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$30.6M +$3.77M +83,468 +15%
WHG
12
Westwood Holdings Group
Texas
$29.7M +$240K +5,301 +0.9%
Mawer Investment Management
13
Mawer Investment Management
Alberta, Canada
$27.8M -$8.64M -191,139 -25%
Lazard Asset Management
14
Lazard Asset Management
New York
$23.9M +$339K +7,492 +2%
State Street
15
State Street
Massachusetts
$20.7M -$303K -6,707 -2%
RCMC
16
RK Capital Management (Colorado)
Colorado
$18.9M -$701K -15,500 -4%
William Blair Investment Management
17
William Blair Investment Management
Illinois
$18.1M +$1.42M +31,312 +9%
GIM
18
Granahan Investment Management
Massachusetts
$15M +$3.25K +72 +0%
SFM
19
Systematic Financial Management
New Jersey
$14.9M +$1.56M +34,564 +13%
Northern Trust
20
Northern Trust
Illinois
$13.2M +$371K +8,215 +3%
PAIM
21
Punch & Associates Investment Management
Minnesota
$12.5M -$2.34M -51,709 -17%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$10.8M +$36.5K +808 +0.4%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$10.2M +$564K +12,485 +6%
UIC
24
Uniplan Investment Counsel
Wisconsin
$9.49M -$1.9M -42,120 -18%
Charles Schwab
25
Charles Schwab
California
$5.59M +$77.7K +1,719 +1%

PLOW Hedge Fund Activity: Q2 2018 in Review

147 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q2 2018, worth a combined $962M — up 9.3% from $880M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PLOW positions and 12 closed out — a net gain of 8 holders — while 47 added to existing stakes and 52 trimmed.

The largest buyer was BlackRock, adding an estimated $4.35M. The largest seller was Mawer Investment Management, cutting an estimated $8.64M.

  • 147 institutional investors held Douglas Dynamics (PLOW) as of Q2 2018, up from 141 in Q1 2018.
  • Funds reported $962M of Douglas Dynamics stock for Q2 2018, up 9.3% quarter-over-quarter.
  • 20 funds opened new Douglas Dynamics positions in Q2 2018 and 12 closed out, a net change of +8 holders.
  • The largest Douglas Dynamics buyer in Q2 2018 was BlackRock, an estimated $4.35M added.
  • The largest Douglas Dynamics seller in Q2 2018 was Mawer Investment Management, an estimated $8.64M sold.

Based on aggregated 13F filings for Q2 2018.