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Douglas Dynamics

127 hedge funds and large institutions have $602M invested in Douglas Dynamics in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 54 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.09% less ownership

Funds ownership: 92.51%91.42% (-1.1%)

4% less funds holding

Funds holding: 132127 (-5)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

18% less capital invested

Capital invested by funds: $734M → $602M (-$132M)

22% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 54

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $207K

Holders
127
Holders Change
-5
Holders Change %
-3.79%
% of All Funds
2.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
42
Reduced
54
Closed
17
Calls
Puts
$207K
Net Calls
-$207K
Net Calls Change
+$59K
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1
Conestoga Capital Advisors
Pennsylvania
$84M -$781K -25,097 -0.9%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$65.7M +$109K +3,501 +0.2%
JP Morgan Chase
3
JP Morgan Chase
New York
$61.3M -$941K -30,266 -1%
BlackRock
4
BlackRock
New York
$42.5M -$1.2M -38,441 -3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$37.1M -$1.06M -34,061 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$25.9M -$258K -8,308 -0.9%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$25.2M -$849K -27,292 -3%
SAM
8
Silvercrest Asset Management
New York
$22M +$3.07M +98,647 +15%
RA
9
Royce & Associates
New York
$19.4M +$2.57M +82,685 +14%
DDC
10
DF Dent & Co
Maryland
$18.6M +$1.5M +48,150 +8%
State Street
11
State Street
Massachusetts
$13.9M +$809 +26 +0%
EIP
12
Epoch Investment Partners
New York
$11.4M -$728K -23,391 -6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$11M +$40.5K +1,302 +0.3%
SFM
14
Systematic Financial Management
New Jersey
$10.3M +$239K +7,674 +2%
Victory Capital Management
15
Victory Capital Management
Texas
$8.6M +$192K +6,167 +2%
Bank of America
16
Bank of America
North Carolina
$8.11M +$961K +30,889 +12%
PAIM
17
Punch & Associates Investment Management
Minnesota
$7.84M +$41.8K +1,344 +0.5%
ProShare Advisors
18
ProShare Advisors
Maryland
$7.67M -$287K -9,223 -3%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$7.46M -$1.41M -45,476 -15%
Charles Schwab
20
Charles Schwab
California
$7.46M +$324K +10,425 +4%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$6.53M -$34.9K -1,122 -0.5%
Northern Trust
22
Northern Trust
Illinois
$6.44M -$508K -16,322 -7%
Comerica Bank
23
Comerica Bank
Texas
$6.32M +$58.3K +1,875 +0.9%
BCA
24
Bernzott Capital Advisors
California
$5.01M -$14.9M -480,191 -73%
Goldman Sachs
25
Goldman Sachs
New York
$4.77M +$42.2K +1,357 +0.8%

PLOW Hedge Fund Activity: Q2 2022 in Review

127 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q2 2022, worth a combined $602M — down 18% from $734M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of PLOW and 15 opened new positions — a net loss of 2 holders — while 54 trimmed existing stakes and 42 added.

The largest buyer was Silvercrest Asset Management, adding an estimated $3.07M. The largest seller was Bernzott Capital Advisors, cutting an estimated $14.9M.

  • 127 institutional investors held Douglas Dynamics (PLOW) as of Q2 2022, down from 132 in Q1 2022.
  • Funds reported $602M of Douglas Dynamics stock for Q2 2022, down 18% quarter-over-quarter.
  • 15 funds opened new Douglas Dynamics positions in Q2 2022 and 17 closed out, a net change of -2 holders.
  • The largest Douglas Dynamics buyer in Q2 2022 was Silvercrest Asset Management, an estimated $3.07M added.
  • The largest Douglas Dynamics seller in Q2 2022 was Bernzott Capital Advisors, an estimated $14.9M sold.

Based on aggregated 13F filings for Q2 2022.