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Douglas Dynamics

123 hedge funds and large institutions have $625M invested in Douglas Dynamics in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 56 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 39

2% more capital invested

Capital invested by funds: $611M → $625M (+$13.9M)

0.13% more ownership

Funds ownership: 89.85%89.98% (+0.13%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 126123 (-3)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

55% less call options, than puts

Call options by funds: $30K | Put options by funds: $66K

Holders
123
Holders Change
-3
Holders Change %
-2.38%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
56
Reduced
39
Closed
10
Calls
$30K
Puts
$66K
Net Calls
-$36K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$70.8M +$628K +20,522 +0.9%
JP Morgan Chase
2
JP Morgan Chase
New York
$57.6M -$3.39M -110,895 -5%
CCA
3
Conestoga Capital Advisors
Pennsylvania
$56.7M -$10.2M -332,871 -15%
BlackRock
4
BlackRock
New York
$48.2M +$2.12M +69,330 +5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$39.4M -$1,000K -32,675 -2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$27M -$221K -7,227 -0.8%
RA
7
Royce & Associates
New York
$24.1M +$4.85M +158,529 +25%
SAM
8
Silvercrest Asset Management
New York
$23M -$1.05M -34,329 -4%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$21.8M +$642K +20,973 +3%
DDC
10
DF Dent & Co
Maryland
$17.8M -$227K -7,417 -1%
State Street
11
State Street
Massachusetts
$15.9M +$146K +4,767 +0.9%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$13.8M +$485K +15,841 +4%
EIP
13
Epoch Investment Partners
New York
$12.5M -$455K -14,872 -3%
PAIM
14
Punch & Associates Investment Management
Minnesota
$11M +$2.72M +88,804 +32%
SFM
15
Systematic Financial Management
New Jersey
$10.7M -$114K -3,732 -1%
Bank of America
16
Bank of America
North Carolina
$8.51M +$76K +2,484 +0.9%
Charles Schwab
17
Charles Schwab
California
$8.27M +$192K +6,269 +2%
ProShare Advisors
18
ProShare Advisors
Maryland
$8.01M -$70.2K -2,295 -0.9%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$7.84M +$1.96M +64,200 +33%
Northern Trust
20
Northern Trust
Illinois
$7.16M +$128K +4,194 +2%
First Trust Advisors
21
First Trust Advisors
Illinois
$7.16M +$2.82M +92,029 +63%
Comerica Bank
22
Comerica Bank
Texas
$7.05M +$658K +21,511 +10%
WSL
23
Western Standard LLC
California
$6.93M +$52K +1,700 +0.7%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$6.64M -$76.1K -2,487 -1%
Goldman Sachs
25
Goldman Sachs
New York
$6.56M +$2.56M +83,550 +62%

PLOW Hedge Fund Activity: Q3 2023 in Review

123 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Douglas Dynamics (PLOW) for Q3 2023, worth a combined $625M — up 2.3% from $611M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PLOW and 8 opened new positions — a net loss of 2 holders — while 39 trimmed existing stakes and 56 added.

The largest buyer was Royce & Associates, adding an estimated $4.85M. The largest seller was Conestoga Capital Advisors, cutting an estimated $10.2M.

  • 123 institutional investors held Douglas Dynamics (PLOW) as of Q3 2023, down from 126 in Q2 2023.
  • Funds reported $625M of Douglas Dynamics stock for Q3 2023, up 2.3% quarter-over-quarter.
  • 8 funds opened new Douglas Dynamics positions in Q3 2023 and 10 closed out, a net change of -2 holders.
  • The largest Douglas Dynamics buyer in Q3 2023 was Royce & Associates, an estimated $4.85M added.
  • The largest Douglas Dynamics seller in Q3 2023 was Conestoga Capital Advisors, an estimated $10.2M sold.

Based on aggregated 13F filings for Q3 2023.