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Douglas Dynamics

144 hedge funds and large institutions have $916M invested in Douglas Dynamics in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 63 increasing their positions, 42 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

50% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 42

13% more capital invested

Capital invested by funds: $811M → $916M (+$105M)

7% more funds holding

Funds holding: 134144 (+10)

0.79% more ownership

Funds ownership: 89.39%90.18% (+0.79%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

69% less call options, than puts

Call options by funds: $4K | Put options by funds: $13K

Holders
144
Holders Change
+10
Holders Change %
+7.46%
% of All Funds
3.16%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
63
Reduced
42
Closed
6
Calls
$4K
Puts
$13K
Net Calls
-$9K
Net Calls Change
-$800K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$105M +$352K +8,409 +0.4%
CCA
2
Conestoga Capital Advisors
Pennsylvania
$87.8M -$892K -21,309 -1%
BlackRock
3
BlackRock
New York
$73.3M +$1.75M +41,863 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$57.4M -$641K -15,316 -1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$49.6M +$1.17M +27,934 +3%
Wells Fargo
6
Wells Fargo
California
$49.1M -$1.05M -25,168 -2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$46.6M -$2.29M -54,800 -5%
BCA
8
Bernzott Capital Advisors
California
$38.2M +$375K +8,965 +1%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$34.4M +$2.56M +61,202 +9%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$24.8M -$405K -9,679 -2%
SAM
11
Silvercrest Asset Management
New York
$23.8M -$43.2K -1,031 -0.2%
WHG
12
Westwood Holdings Group
Texas
$22.9M -$3.75M -89,575 -15%
EIP
13
Epoch Investment Partners
New York
$22.7M +$2.12M +50,583 +11%
State Street
14
State Street
Massachusetts
$21.6M +$456K +10,903 +2%
Mawer Investment Management
15
Mawer Investment Management
Alberta, Canada
$19.3M -$100K -2,400 -0.6%
GIM
16
Granahan Investment Management
Massachusetts
$17.7M +$788K +18,828 +5%
SFM
17
Systematic Financial Management
New Jersey
$14.2M -$1.18M -28,151 -8%
RCMC
18
RK Capital Management (Colorado)
Colorado
$13.6M -$2.57M -61,339 -17%
Northern Trust
19
Northern Trust
Illinois
$13.1M +$445K +10,636 +4%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$12.9M +$355K +8,486 +3%
PAIM
21
Punch & Associates Investment Management
Minnesota
$12.3M +$123K +2,939 +1%
DDC
22
DF Dent & Co
Maryland
$11.1M +$24.3K +580 +0.2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$10.4M +$95.2K +2,275 +1%
N
24
Nuveen
North Carolina
$9.64M +$1.49M +35,672 +20%
Ameriprise
25
Ameriprise
Minnesota
$8.53M +$14.4K +345 +0.2%

PLOW Hedge Fund Activity: Q3 2019 in Review

144 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q3 2019, worth a combined $916M — up 13% from $811M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PLOW positions and 6 closed out — a net gain of 10 holders — while 63 added to existing stakes and 42 trimmed.

The largest buyer was Driehaus Capital Management, opening a new position worth an estimated $5.95M. The largest seller was Westwood Holdings Group, cutting an estimated $3.75M.

  • 144 institutional investors held Douglas Dynamics (PLOW) as of Q3 2019, up from 134 in Q2 2019.
  • Funds reported $916M of Douglas Dynamics stock for Q3 2019, up 13% quarter-over-quarter.
  • 16 funds opened new Douglas Dynamics positions in Q3 2019 and 6 closed out, a net change of +10 holders.
  • The largest Douglas Dynamics buyer in Q3 2019 was Driehaus Capital Management, an estimated $5.95M added.
  • The largest Douglas Dynamics seller in Q3 2019 was Westwood Holdings Group, an estimated $3.75M sold.

Based on aggregated 13F filings for Q3 2019.