Douglas Dynamics
PLOW
144 hedge funds and large institutions have $499M invested in Douglas Dynamics in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 51 increasing their positions, 45 reducing their positions, and 20 closing their positions.
60% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 20
13% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 45
9% more funds holding
Funds holding: 132 → 144 (+12)
1.76% less ownership
Funds ownership: 91.7% → 89.94% (-1.8%)
20% less capital invested
Capital invested by funds: $625M → $499M (-$127M)
55% less call options, than puts
Call options by funds: $135K | Put options by funds: $299K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Ararat Capital Management
Westport,
Connecticut
|
+$9.65M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$8.6M |
| 3 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$7.65M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$7.4M |
| 5 |
Millennium Management
New York
|
+$5.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
-$65.1M |
| 2 |
RA
Royce & Associates
New York
|
-$13.4M |
| 3 |
Comerica Bank
Dallas,
Texas
|
-$3.87M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$3.52M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.44M |
PLOW Hedge Fund Activity: Q1 2024 in Review
144 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q1 2024, worth a combined $499M — down 20% from $625M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new PLOW positions and 20 closed out — a net gain of 12 holders — while 51 added to existing stakes and 45 trimmed.
The largest buyer was Ararat Capital Management, opening a new position worth an estimated $9.65M. The largest seller was Conestoga Capital Advisors, exiting entirely with an estimated $65.1M sold.
- 144 institutional investors held Douglas Dynamics (PLOW) as of Q1 2024, up from 132 in Q4 2023.
- Funds reported $499M of Douglas Dynamics stock for Q1 2024, down 20% quarter-over-quarter.
- 32 funds opened new Douglas Dynamics positions in Q1 2024 and 20 closed out, a net change of +12 holders.
- The largest Douglas Dynamics buyer in Q1 2024 was Ararat Capital Management, an estimated $9.65M added.
- The largest Douglas Dynamics seller in Q1 2024 was Conestoga Capital Advisors, an estimated $65.1M sold.
Based on aggregated 13F filings for Q1 2024.