Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DOUGLAS DYNAMICS INC (PLOW)

194 + Investors. Track Smart Money conviction in PLOW. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
3Q ▲
Buyers last Q
48%

Smart Money Signals — PLOW

Based on 194 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added PLOW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
194 hedge funds hold PLOW right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +30% more funds vs a year ago

fund count last 6Q
+45 new funds entered over the past year (+30% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 48% buying

90 buying98 selling
Last quarter: 98 funds reduced or exited vs 90 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 18 → 31 → 43 → 31. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

55% of holders stayed for 2+ years

55% conviction (2yr+) 25% medium 20% new
107 out of 194 hedge funds have held PLOW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

26 → 18 → 31 → 43 → 31 new funds/Q
New funds entering each quarter: 18 → 31 → 43 → 31. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 63% of holders stayed 2+ years

63% veterans 13% 1-2yr 23% new
Of 194 current holders: 123 (63%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
34 of 194 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PLOW

In 2025 Q4, 90 hedge funds were net buyers of PLOW (31 opened a new position, 59 added to an existing one), while 98 reduced or exited (77 trimmed, 21 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 33% of total institutional value in PLOW is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 194.

Hedge Fund Ownership: PLOW

How many hedge funds hold PLOW — quarterly history vs. share price
Quarterly hedge fund ownership of PLOW vs. share price

Market Analysis: PLOW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PLOW

Consumer Cyclical Auto Parts

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

37 top-rated funds 2 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: PLOW
2026 Q1 Stats Unlock in 8 days 194 + Investors

Track Smart Money conviction in PLOW. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 194 184 5.43%
13F Shares 21M 21M -1.5%
Total Value $682M $662M 3.03%
New Positions 31 43 -12
Increased Positions 59 59 -
Closed Positions 21 14 +7
Reduced Positions 77 62 +15
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PLOW

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Financial Highlights

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Institutional Holders (2026 Q1)

194 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PLOW. Verified SEC 13F-HR filings.

Top 25 institutional holders of PLOW — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 1492 Capital Management LLC 1.42% 88,702 $3.7M
2 Nicholas Wealth, LLC. 0.89% 30,501 $1.3M
3 Jackson Creek Investment Advisors LLC 0.51% 41,403 $2K
4 WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD 0.45% 38,000 $1.6M
5 Pacific Ridge Capital Partners, LLC 0.29% 31,793 $1.3M
6 HARBOR CAPITAL ADVISORS, INC. 0.28% 83,129 $3K
7 Hillsdale Investment Management Inc. 0.22% 195,190 $8.2M
8 R Squared Ltd 0.22% 9,509 $400K
9 PZENA INVESTMENT MANAGEMENT LLC 0.22% 1,593,133 $67.1M
10 MQS Management LLC 0.21% 7,270 $306K
11 Ellsworth Advisors, LLC 0.20% 24,659 $1.0M
12 Olstein Capital Management, L.P. 0.16% 17,543
13 Allspring Global Investments Holdings, LLC 0.15% 2,058,359 $88.2M
14 Lakewood Asset Management LLC 0.14% 5,311 $224K
15 ROYCE & ASSOCIATES LP 0.08% 199,248 $8.4M
16 MCMORGAN & CO LLC 0.04% 6,130 $258K
17 AlphaQuest LLC 0.04% 22,594 $738K
18 WEDGE CAPITAL MANAGEMENT L L P/NC 0.04% 51,396 $2.2M
19 NAVELLIER & ASSOCIATES INC 0.02% 5,064 $213K
20 Brooklyn Investment Group 0.02% 11,420 $481K
21 NorthCrest Asset Manangement, LLC 0.01% 11,129 $466K
22 ARGA Investment Management, LP 0.01% 10,193 $429K
23 Russell Investments Group, Ltd. 0.01% 278,986 $11.7M
24 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% 24,242 $1.0M
25 Caitong International Asset Management Co., Ltd 0.01% 1,373 $58K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — DOUGLAS DYNAMICS INC (PLOW)

What does the Smart Money Trend signal show for PLOW?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added PLOW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PLOW?

More sellers than buyers — 48% buying: Last quarter: 98 funds reduced or exited vs 90 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for PLOW holders?

Strong quality — 33% AUM from major funds: 34 of 194 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held PLOW?

55% of holders stayed for 2+ years: 107 out of 194 hedge funds have held PLOW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.