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Douglas Dynamics

148 hedge funds and large institutions have $662M invested in Douglas Dynamics in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 52 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

59% more call options, than puts

Call options by funds: $51K | Put options by funds: $32K

10% more funds holding

Funds holding: 135148 (+13)

0.57% more ownership

Funds ownership: 90.13%90.7% (+0.57%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 52

7% less capital invested

Capital invested by funds: $713M → $662M (-$51.3M)

Holders
148
Holders Change
+13
Holders Change %
+9.63%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
47
Reduced
52
Closed
9
Calls
$51K
Puts
$32K
Net Calls
+$19K
Net Calls Change
-$187K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
126
Fidelity Investments
Massachusetts
$34.2K +$19K +517 +93%
TWM
127
Tradition Wealth Management
Minnesota
$33K
Canada Life
128
Canada Life
Manitoba, Canada
$29K
Lazard Asset Management
129
Lazard Asset Management
New York
$28K +$33.1K +898 New
BG
130
Bollard Group
Massachusetts
$25K +$295 +8 +1%
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$24.4K -$1.77K -48 -6%
Citigroup
132
Citigroup
New York
$18.3K -$9.39K -255 -31%
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$14K -$405 -11 -2%
AFS
134
Annapolis Financial Services
Maryland
$12.8K
QCG
135
Quadrant Capital Group
Ohio
$12.5K
ASN
136
Advisory Services Network
Georgia
$9.57K -$184 -5 -2%
TCOV
137
Trust Company of Vermont
Vermont
$9.57K
SC
138
SouthState Corp
Florida
$7.17K
GWM
139
Geneos Wealth Management
Colorado
$6.38K +$7.37K +200 New
CFB
140
Cullen/Frost Bankers
Texas
$5.96K +$6.89K +187 New
LC
141
Lindbrook Capital
California
$3.41K +$3.13K +85 +386%
PFG
142
Piershale Financial Group
Illinois
$3.19K
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$3K -$3.39K -92 -48%
S
144
SignatureFD
Georgia
$2.33K
AF
145
Allworth Financial
California
$2.17K
MCM
146
Manchester Capital Management
Vermont
$1.75K
HI
147
Harbour Investments
Wisconsin
$169
Victory Capital Management
148
Victory Capital Management
Texas
-$4.06M -112,368 Closed
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
-$220K -5,840 Closed
Jane Street
150
Jane Street
New York
-$211K -5,835 Closed

PLOW Hedge Fund Activity: Q1 2023 in Review

148 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q1 2023, worth a combined $662M — down 7.2% from $713M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PLOW positions and 9 closed out — a net gain of 15 holders — while 47 added to existing stakes and 52 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $3.75M. The largest seller was DF Dent & Co, cutting an estimated $6.32M.

  • 148 institutional investors held Douglas Dynamics (PLOW) as of Q1 2023, up from 135 in Q4 2022.
  • Funds reported $662M of Douglas Dynamics stock for Q1 2023, down 7.2% quarter-over-quarter.
  • 24 funds opened new Douglas Dynamics positions in Q1 2023 and 9 closed out, a net change of +15 holders.
  • The largest Douglas Dynamics buyer in Q1 2023 was William Blair Investment Management, an estimated $3.75M added.
  • The largest Douglas Dynamics seller in Q1 2023 was DF Dent & Co, an estimated $6.32M sold.

Based on aggregated 13F filings for Q1 2023.