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Douglas Dynamics

141 hedge funds and large institutions have $735M invested in Douglas Dynamics in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 48 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 48

0.05% more ownership

Funds ownership: 90.77%90.81% (+0.05%)

15% less funds holding

Funds holding: 166141 (-25)

35% less capital invested

Capital invested by funds: $1.14B → $735M (-$403M)

59% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 39

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
141
Holders Change
-25
Holders Change %
-15.06%
% of All Funds
3.11%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
16
Increased
59
Reduced
48
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1
Conestoga Capital Advisors
Pennsylvania
$75.7M +$8.32M +177,571 +9%
JP Morgan Chase
2
JP Morgan Chase
New York
$73.8M -$10.3M -219,214 -10%
BlackRock
3
BlackRock
New York
$56.2M -$1.65M -35,197 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$43.9M -$1.51M -32,110 -3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$42M +$1.47M +31,352 +3%
Wells Fargo
6
Wells Fargo
California
$40M +$2.41M +51,479 +5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$34.2M -$4.32M -92,152 -9%
BCA
8
Bernzott Capital Advisors
California
$32.1M +$1.24M +26,430 +3%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$29.4M +$1.61M +34,257 +4%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$25.6M +$8.85M +188,884 +36%
SAM
11
Silvercrest Asset Management
New York
$19.1M -$149K -3,178 -0.6%
WHG
12
Westwood Holdings Group
Texas
$18.5M +$3.7M +78,940 +18%
State Street
13
State Street
Massachusetts
$17.3M -$245K -5,219 -1%
EIP
14
Epoch Investment Partners
New York
$16.3M +$5.04M +107,429 +30%
Mawer Investment Management
15
Mawer Investment Management
Alberta, Canada
$15.2M -$51.6K -1,100 -0.3%
GIM
16
Granahan Investment Management
Massachusetts
$14M -$14.8K -316 -0.1%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$11.2M +$1.01M +21,553 +7%
Northern Trust
18
Northern Trust
Illinois
$10.4M +$208K +4,444 +2%
DDC
19
DF Dent & Co
Maryland
$10.3M +$1.66M +35,391 +14%
PAIM
20
Punch & Associates Investment Management
Minnesota
$9.75M -$332K -7,084 -3%
SFM
21
Systematic Financial Management
New Jersey
$9.64M -$2.06M -43,974 -14%
Ameriprise
22
Ameriprise
Minnesota
$7.96M +$1.47M +31,319 +16%
N
23
Nuveen
North Carolina
$7.68M +$994K +21,197 +11%
Morgan Stanley
24
Morgan Stanley
New York
$7.22M +$7.84M +167,165 +462%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$6.5M -$1.26M -26,873 -13%

PLOW Hedge Fund Activity: Q1 2020 in Review

141 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q1 2020, worth a combined $735M — down 35% from $1.14B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of PLOW and 16 opened new positions — a net loss of 23 holders — while 48 trimmed existing stakes and 59 added.

The largest buyer was William Blair Investment Management, adding an estimated $8.85M. The largest seller was JP Morgan Chase, cutting an estimated $10.3M.

  • 141 institutional investors held Douglas Dynamics (PLOW) as of Q1 2020, down from 166 in Q4 2019.
  • Funds reported $735M of Douglas Dynamics stock for Q1 2020, down 35% quarter-over-quarter.
  • 16 funds opened new Douglas Dynamics positions in Q1 2020 and 39 closed out, a net change of -23 holders.
  • The largest Douglas Dynamics buyer in Q1 2020 was William Blair Investment Management, an estimated $8.85M added.
  • The largest Douglas Dynamics seller in Q1 2020 was JP Morgan Chase, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2020.