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Douglas Dynamics

144 hedge funds and large institutions have $764M invested in Douglas Dynamics in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 42

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

1% more funds holding

Funds holding: 142144 (+2)

0.17% more ownership

Funds ownership: 91.44%91.6% (+0.17%)

10% less capital invested

Capital invested by funds: $851M → $764M (-$87.4M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $690K

Holders
144
Holders Change
+2
Holders Change %
+1.41%
% of All Funds
2.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
62
Reduced
42
Closed
14
Calls
Puts
$690K
Net Calls
-$690K
Net Calls Change
-$482K
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1
Conestoga Capital Advisors
Pennsylvania
$87.4M -$16M -416,240 -15%
Wells Fargo
2
Wells Fargo
California
$78.3M +$2.69M +69,839 +3%
JP Morgan Chase
3
JP Morgan Chase
New York
$77.1M -$860K -22,314 -1%
BlackRock
4
BlackRock
New York
$55M -$2.93M -76,112 -5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$50.8M +$330K +8,560 +0.6%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$33.1M -$848K -22,004 -2%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$30.5M +$346K +8,983 +1%
BCA
8
Bernzott Capital Advisors
California
$23.2M -$928K -24,085 -4%
DDC
9
DF Dent & Co
Maryland
$19.8M +$3.18M +82,377 +18%
SAM
10
Silvercrest Asset Management
New York
$18.9M -$368K -9,535 -2%
State Street
11
State Street
Massachusetts
$16.9M -$333K -8,641 -2%
RA
12
Royce & Associates
New York
$16.8M +$9.33M +242,081 +110%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$16.6M -$9.46M -245,297 -35%
GIM
14
Granahan Investment Management
Massachusetts
$14.1M -$1.58M -40,916 -10%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$13.5M +$65.9K +1,710 +0.5%
SFM
16
Systematic Financial Management
New Jersey
$13.2M +$1.58M +40,877 +13%
PAIM
17
Punch & Associates Investment Management
Minnesota
$9.49M +$59.3K +1,539 +0.6%
Northern Trust
18
Northern Trust
Illinois
$9.16M -$49.9K -1,295 -0.5%
EIP
19
Epoch Investment Partners
New York
$8.9M +$297K +7,697 +3%
ProShare Advisors
20
ProShare Advisors
Maryland
$8.64M -$112K -2,907 -1%
Charles Schwab
21
Charles Schwab
California
$8.27M +$456K +11,836 +5%
Goldman Sachs
22
Goldman Sachs
New York
$8.15M +$4.37M +113,316 +102%
Comerica Bank
23
Comerica Bank
Texas
$7.92M +$803K +20,822 +11%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$7.91M +$1.18M +30,594 +16%
Diamond Hill Capital Management
25
Diamond Hill Capital Management
Ohio
$7.6M +$4.75M +123,178 +143%

PLOW Hedge Fund Activity: Q3 2021 in Review

144 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q3 2021, worth a combined $764M — down 10% from $851M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PLOW positions and 14 closed out — a net gain of 3 holders — while 62 added to existing stakes and 42 trimmed.

The largest buyer was Royce & Associates, adding an estimated $9.33M. The largest seller was Conestoga Capital Advisors, cutting an estimated $16M.

  • 144 institutional investors held Douglas Dynamics (PLOW) as of Q3 2021, up from 142 in Q2 2021.
  • Funds reported $764M of Douglas Dynamics stock for Q3 2021, down 10% quarter-over-quarter.
  • 17 funds opened new Douglas Dynamics positions in Q3 2021 and 14 closed out, a net change of +3 holders.
  • The largest Douglas Dynamics buyer in Q3 2021 was Royce & Associates, an estimated $9.33M added.
  • The largest Douglas Dynamics seller in Q3 2021 was Conestoga Capital Advisors, an estimated $16M sold.

Based on aggregated 13F filings for Q3 2021.