Douglas Dynamics
PLOW
135 hedge funds and large institutions have $713M invested in Douglas Dynamics in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 49 reducing their positions, and 8 closing their positions.
381% more call options, than puts
Call options by funds: $260K | Put options by funds: $54K
163% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 8
20% more capital invested
Capital invested by funds: $592M → $713M (+$121M)
10% more funds holding
Funds holding: 123 → 135 (+12)
1.62% less ownership
Funds ownership: 91.75% → 90.13% (-1.6%)
14% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MVP
Medina Value Partners
Los Angeles,
California
|
+$7.62M |
| 2 |
Teacher Retirement System of Texas
Austin,
Texas
|
+$1.62M |
| 3 |
Millennium Management
New York
|
+$1.55M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.01M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$989K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$8.27M |
| 2 |
RA
Royce & Associates
New York
|
-$5.16M |
| 3 |
NIG
NFJ Investment Group
Dallas,
Texas
|
-$3.45M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$3.34M |
| 5 |
Goldman Sachs
New York
|
-$2.45M |
PLOW Hedge Fund Activity: Q4 2022 in Review
135 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q4 2022, worth a combined $713M — up 20% from $592M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new PLOW positions and 8 closed out — a net gain of 13 holders — while 42 added to existing stakes and 49 trimmed.
The largest buyer was Medina Value Partners, opening a new position worth an estimated $7.62M. The largest seller was JP Morgan Chase, cutting an estimated $8.27M.
- 135 institutional investors held Douglas Dynamics (PLOW) as of Q4 2022, up from 123 in Q3 2022.
- Funds reported $713M of Douglas Dynamics stock for Q4 2022, up 20% quarter-over-quarter.
- 21 funds opened new Douglas Dynamics positions in Q4 2022 and 8 closed out, a net change of +13 holders.
- The largest Douglas Dynamics buyer in Q4 2022 was Medina Value Partners, an estimated $7.62M added.
- The largest Douglas Dynamics seller in Q4 2022 was JP Morgan Chase, an estimated $8.27M sold.
Based on aggregated 13F filings for Q4 2022.