Douglas Dynamics
PLOW
133 hedge funds and large institutions have $887M invested in Douglas Dynamics in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 20 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 39
25% more capital invested
Capital invested by funds: $710M → $887M (+$177M)
0.02% less ownership
Funds ownership: 90.82% → 90.8% (-0.02%)
4% less funds holding
Funds holding: 139 → 133 (-6)
30% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$5.09M |
| 2 |
BlackRock
New York
|
+$3.95M |
| 3 |
JP Morgan Chase
New York
|
+$3.71M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.47M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$19.3M |
| 2 |
BCA
Bernzott Capital Advisors
Camarillo,
California
|
-$7.87M |
| 3 |
EIP
Epoch Investment Partners
New York
|
-$6.44M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$3.39M |
| 5 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
-$2.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$6K | -165 | Closed |
|
|
ASN
152
Advisory Services Network
Atlanta,
Georgia
| – | -$1.38K | -36 | Closed |
|
PLOW Hedge Fund Activity: Q4 2020 in Review
133 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q4 2020, worth a combined $887M — up 25% from $710M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of PLOW and 14 opened new positions — a net loss of 6 holders — while 39 trimmed existing stakes and 53 added.
The largest buyer was GW&K Investment Management, adding an estimated $5.09M. The largest seller was Fidelity Investments, cutting an estimated $19.3M.
- 133 institutional investors held Douglas Dynamics (PLOW) as of Q4 2020, down from 139 in Q3 2020.
- Funds reported $887M of Douglas Dynamics stock for Q4 2020, up 25% quarter-over-quarter.
- 14 funds opened new Douglas Dynamics positions in Q4 2020 and 20 closed out, a net change of -6 holders.
- The largest Douglas Dynamics buyer in Q4 2020 was GW&K Investment Management, an estimated $5.09M added.
- The largest Douglas Dynamics seller in Q4 2020 was Fidelity Investments, an estimated $19.3M sold.
Based on aggregated 13F filings for Q4 2020.