Douglas Dynamics
PLOW
141 hedge funds and large institutions have $735M invested in Douglas Dynamics in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 48 reducing their positions, and 39 closing their positions.
23% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 48
0.05% more ownership
Funds ownership: 90.77% → 90.81% (+0.05%)
15% less funds holding
Funds holding: 166 → 141 (-25)
35% less capital invested
Capital invested by funds: $1.14B → $735M (-$403M)
59% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 39
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$8.85M |
| 2 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$8.32M |
| 3 |
Morgan Stanley
New York
|
+$7.84M |
| 4 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
+$6.73M |
| 5 |
EIP
Epoch Investment Partners
New York
|
+$5.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$10.3M |
| 2 |
RCMC
RK Capital Management (Colorado)
Denver,
Colorado
|
-$7.84M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$6.84M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$4.32M |
| 5 |
EI
EAM Investors
Solana Beach,
California
|
-$3.94M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCWM
176
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$44K | -800 | Closed |
|
|
TRCT
177
Tower Research Capital (TRC)
New York
| – | -$15K | -280 | Closed |
|
178
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$8K | -147 | Closed |
|
|
CFN
179
Cordasco Financial Network
Naples,
Florida
| – | -$3K | -50 | Closed |
|
|
VCM
180
Versant Capital Management
Phoenix,
Arizona
| – | +$187 | +4 | New |
|
PLOW Hedge Fund Activity: Q1 2020 in Review
141 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q1 2020, worth a combined $735M — down 35% from $1.14B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of PLOW and 16 opened new positions — a net loss of 23 holders — while 48 trimmed existing stakes and 59 added.
The largest buyer was William Blair Investment Management, adding an estimated $8.85M. The largest seller was JP Morgan Chase, cutting an estimated $10.3M.
- 141 institutional investors held Douglas Dynamics (PLOW) as of Q1 2020, down from 166 in Q4 2019.
- Funds reported $735M of Douglas Dynamics stock for Q1 2020, down 35% quarter-over-quarter.
- 16 funds opened new Douglas Dynamics positions in Q1 2020 and 39 closed out, a net change of -23 holders.
- The largest Douglas Dynamics buyer in Q1 2020 was William Blair Investment Management, an estimated $8.85M added.
- The largest Douglas Dynamics seller in Q1 2020 was JP Morgan Chase, an estimated $10.3M sold.
Based on aggregated 13F filings for Q1 2020.