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Douglas Dynamics

134 hedge funds and large institutions have $811M invested in Douglas Dynamics in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 51 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $777M → $811M (+$34.7M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.71% less ownership

Funds ownership: 90.09%89.39% (-0.71%)

6% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 51

7% less funds holding

Funds holding: 144134 (-10)

40% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 20

Holders
134
Holders Change
-10
Holders Change %
-6.94%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
48
Reduced
51
Closed
20
Calls
$791K
Puts
Net Calls
+$791K
Net Calls Change
-$696K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$94.4M -$786K -20,660 -0.9%
CCA
2
Conestoga Capital Advisors
Pennsylvania
$79.3M +$2.74M +71,955 +4%
BlackRock
3
BlackRock
New York
$63.7M +$1.45M +38,066 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$51.8M -$145K -3,797 -0.3%
Wells Fargo
5
Wells Fargo
California
$44.8M +$3.2M +84,099 +8%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$43.8M +$2.46M +64,718 +6%
Vanguard Group
7
Vanguard Group
Pennsylvania
$43.2M +$526K +13,827 +1%
BCA
8
Bernzott Capital Advisors
California
$33.8M +$140K +3,679 +0.4%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$28.3M +$71.8K +1,886 +0.3%
WHG
10
Westwood Holdings Group
Texas
$24M -$5.64M -148,054 -20%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$22.6M +$2.38M +62,623 +12%
SAM
12
Silvercrest Asset Management
New York
$21.3M +$126K +3,313 +0.6%
State Street
13
State Street
Massachusetts
$18.9M +$646K +16,959 +4%
EIP
14
Epoch Investment Partners
New York
$18.2M +$3.59M +94,379 +26%
Mawer Investment Management
15
Mawer Investment Management
Alberta, Canada
$17.3M -$5.07M -133,100 -23%
GIM
16
Granahan Investment Management
Massachusetts
$15M -$919K -24,148 -6%
RCMC
17
RK Capital Management (Colorado)
Colorado
$14.5M -$1.93M -50,788 -12%
SFM
18
Systematic Financial Management
New Jersey
$13.8M -$46K -1,208 -0.3%
Northern Trust
19
Northern Trust
Illinois
$11.3M +$28.2K +740 +0.3%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$11.2M +$649K +17,044 +6%
PAIM
21
Punch & Associates Investment Management
Minnesota
$10.8M +$173K +4,557 +2%
DDC
22
DF Dent & Co
Maryland
$9.93M +$2.1M +55,148 +28%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$9.22M +$182K +4,788 +2%
Ameriprise
24
Ameriprise
Minnesota
$7.6M -$1.32M -34,603 -15%
N
25
Nuveen
North Carolina
$7.19M +$6.88M +180,636 New

PLOW Hedge Fund Activity: Q2 2019 in Review

134 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q2 2019, worth a combined $811M — up 4.5% from $777M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of PLOW and 12 opened new positions — a net loss of 8 holders — while 51 trimmed existing stakes and 48 added.

The largest buyer was Nuveen, opening a new position worth an estimated $6.88M. The largest seller was Westwood Holdings Group, cutting an estimated $5.64M.

  • 134 institutional investors held Douglas Dynamics (PLOW) as of Q2 2019, down from 144 in Q1 2019.
  • Funds reported $811M of Douglas Dynamics stock for Q2 2019, up 4.5% quarter-over-quarter.
  • 12 funds opened new Douglas Dynamics positions in Q2 2019 and 20 closed out, a net change of -8 holders.
  • The largest Douglas Dynamics buyer in Q2 2019 was Nuveen, an estimated $6.88M added.
  • The largest Douglas Dynamics seller in Q2 2019 was Westwood Holdings Group, an estimated $5.64M sold.

Based on aggregated 13F filings for Q2 2019.