Douglas Dynamics
PLOW
138 hedge funds and large institutions have $830M invested in Douglas Dynamics in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 51 reducing their positions, and 17 closing their positions.
9% more capital invested
Capital invested by funds: $764M → $830M (+$66.7M)
1.06% more ownership
Funds ownership: 91.6% → 92.67% (+1.1%)
4% less funds holding
Funds holding: 144 → 138 (-6)
12% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 51
24% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 17
99% less call options, than puts
Call options by funds: $3K | Put options by funds: $449K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$20.6M |
| 2 |
SAM
Silvercrest Asset Management
New York
|
+$5.74M |
| 3 |
EIP
Epoch Investment Partners
New York
|
+$5.29M |
| 4 |
RA
Royce & Associates
New York
|
+$1.49M |
| 5 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$1.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$84.2M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$6.09M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.79M |
| 4 |
Millennium Management
New York
|
-$2.78M |
| 5 |
Two Sigma Investments
New York
|
-$2.65M |
PLOW Hedge Fund Activity: Q4 2021 in Review
138 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q4 2021, worth a combined $830M — up 8.7% from $764M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of PLOW and 13 opened new positions — a net loss of 4 holders — while 51 trimmed existing stakes and 45 added.
The largest buyer was Conestoga Capital Advisors, adding an estimated $20.6M. The largest seller was Wells Fargo, cutting an estimated $84.2M.
- 138 institutional investors held Douglas Dynamics (PLOW) as of Q4 2021, down from 144 in Q3 2021.
- Funds reported $830M of Douglas Dynamics stock for Q4 2021, up 8.7% quarter-over-quarter.
- 13 funds opened new Douglas Dynamics positions in Q4 2021 and 17 closed out, a net change of -4 holders.
- The largest Douglas Dynamics buyer in Q4 2021 was Conestoga Capital Advisors, an estimated $20.6M added.
- The largest Douglas Dynamics seller in Q4 2021 was Wells Fargo, an estimated $84.2M sold.
Based on aggregated 13F filings for Q4 2021.