Douglas Dynamics
PLOW
126 hedge funds and large institutions have $611M invested in Douglas Dynamics in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 54 increasing their positions, 40 reducing their positions, and 33 closing their positions.
35% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 40
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.85% less ownership
Funds ownership: 90.7% → 89.85% (-0.85%)
8% less capital invested
Capital invested by funds: $662M → $611M (-$51.4M)
15% less funds holding
Funds holding: 148 → 126 (-22)
65% less call options, than puts
Call options by funds: $23K | Put options by funds: $66K
67% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$7.33M |
| 2 |
WSL
Western Standard LLC
Los Angeles,
California
|
+$6.69M |
| 3 |
DDC
DF Dent & Co
Baltimore,
Maryland
|
+$4.47M |
| 4 |
Millennium Management
New York
|
+$3.82M |
| 5 |
JP Morgan Chase
New York
|
+$2.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
-$12.6M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$10.2M |
| 3 |
MVP
Medina Value Partners
Los Angeles,
California
|
-$7.97M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.74M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NA
151
NewEdge Advisors
New Orleans,
Louisiana
| – | -$36.5K | -1,145 | Closed |
|
152
Lazard Asset Management
New York
| – | -$28K | -898 | Closed |
|
|
ASN
153
Advisory Services Network
Atlanta,
Georgia
| – | -$9.57K | -300 | Closed |
|
|
GWM
154
Geneos Wealth Management
Englewood,
Colorado
| – | -$6.38K | -200 | Closed |
|
|
CFB
155
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$5.96K | -187 | Closed |
|
|
AF
156
Allworth Financial
Folsom,
California
| – | -$2.17K | -68 | Closed |
|
|
MCM
157
Manchester Capital Management
Manchester,
Vermont
| – | -$1.75K | -55 | Closed |
|
158
Comerica Bank
Dallas,
Texas
| – | +$6.23M | +211,947 | New |
|
PLOW Hedge Fund Activity: Q2 2023 in Review
126 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q2 2023, worth a combined $611M — down 7.8% from $662M a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of PLOW and 11 opened new positions — a net loss of 22 holders — while 40 trimmed existing stakes and 54 added.
The largest buyer was Wedge Capital Management, opening a new position worth an estimated $7.33M. The largest seller was Conestoga Capital Advisors, cutting an estimated $12.6M.
- 126 institutional investors held Douglas Dynamics (PLOW) as of Q2 2023, down from 148 in Q1 2023.
- Funds reported $611M of Douglas Dynamics stock for Q2 2023, down 7.8% quarter-over-quarter.
- 11 funds opened new Douglas Dynamics positions in Q2 2023 and 33 closed out, a net change of -22 holders.
- The largest Douglas Dynamics buyer in Q2 2023 was Wedge Capital Management, an estimated $7.33M added.
- The largest Douglas Dynamics seller in Q2 2023 was Conestoga Capital Advisors, an estimated $12.6M sold.
Based on aggregated 13F filings for Q2 2023.