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Douglas Dynamics

138 hedge funds and large institutions have $830M invested in Douglas Dynamics in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $764M → $830M (+$66.7M)

1.06% more ownership

Funds ownership: 91.6%92.67% (+1.1%)

4% less funds holding

Funds holding: 144138 (-6)

12% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 51

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

99% less call options, than puts

Call options by funds: $3K | Put options by funds: $449K

Holders
138
Holders Change
-6
Holders Change %
-4.17%
% of All Funds
2.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
45
Reduced
51
Closed
17
Calls
$3K
Puts
$449K
Net Calls
-$446K
Net Calls Change
+$244K
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1
Conestoga Capital Advisors
Pennsylvania
$114M +$20.6M +509,825 +21%
JP Morgan Chase
2
JP Morgan Chase
New York
$84.4M +$1.4M +34,636 +2%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$84M +$86.8M +2,150,748 New
BlackRock
4
BlackRock
New York
$59.2M -$34K -842 -0.1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$52M -$2.79M -69,141 -5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$34.8M -$880K -21,799 -2%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$33.2M +$412K +10,206 +1%
SAM
8
Silvercrest Asset Management
New York
$25.9M +$5.74M +142,143 +27%
BCA
9
Bernzott Capital Advisors
California
$25.1M +$188K +4,648 +0.7%
RA
10
Royce & Associates
New York
$19.5M +$1.49M +36,852 +8%
DDC
11
DF Dent & Co
Maryland
$19M -$2.41M -59,747 -11%
State Street
12
State Street
Massachusetts
$18.4M +$286K +7,078 +2%
EIP
13
Epoch Investment Partners
New York
$14.7M +$5.29M +130,972 +53%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$14.4M -$79.1K -1,960 -0.5%
SFM
15
Systematic Financial Management
New Jersey
$13.9M -$388K -9,612 -3%
GIM
16
Granahan Investment Management
Massachusetts
$12.9M -$2.31M -57,286 -15%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$12M -$6.09M -150,999 -33%
PAIM
18
Punch & Associates Investment Management
Minnesota
$10.4M +$138K +3,431 +1%
Northern Trust
19
Northern Trust
Illinois
$9.54M -$334K -8,286 -3%
ProShare Advisors
20
ProShare Advisors
Maryland
$9.46M +$172K +4,267 +2%
Charles Schwab
21
Charles Schwab
California
$9.23M +$351K +8,699 +4%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$8.82M +$318K +7,873 +4%
Bank of America
23
Bank of America
North Carolina
$8.44M +$490K +12,129 +6%
Goldman Sachs
24
Goldman Sachs
New York
$7.47M -$1.34M -33,115 -15%
Comerica Bank
25
Comerica Bank
Texas
$7.36M -$126K -3,125 -2%

PLOW Hedge Fund Activity: Q4 2021 in Review

138 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q4 2021, worth a combined $830M — up 8.7% from $764M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of PLOW and 13 opened new positions — a net loss of 4 holders — while 51 trimmed existing stakes and 45 added.

The largest buyer was Conestoga Capital Advisors, adding an estimated $20.6M. The largest seller was Wells Fargo, cutting an estimated $84.2M.

  • 138 institutional investors held Douglas Dynamics (PLOW) as of Q4 2021, down from 144 in Q3 2021.
  • Funds reported $830M of Douglas Dynamics stock for Q4 2021, up 8.7% quarter-over-quarter.
  • 13 funds opened new Douglas Dynamics positions in Q4 2021 and 17 closed out, a net change of -4 holders.
  • The largest Douglas Dynamics buyer in Q4 2021 was Conestoga Capital Advisors, an estimated $20.6M added.
  • The largest Douglas Dynamics seller in Q4 2021 was Wells Fargo, an estimated $84.2M sold.

Based on aggregated 13F filings for Q4 2021.