Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Douglas Dynamics Inc (PLOW)

247 + 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
↑ +20
Streak
5Q ▲
Buyers last Q
58%

Smart Money Signals — PLOW

Based on 250 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 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
250 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 — +54% more funds vs a year ago

fund count last 6Q
+88 new funds entered over the past year (+54% 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.
🟡

Slight buying edge — 58% buying

147 buying105 selling
Last quarter: 147 funds bought or added vs 105 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~50 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 45 → 34 → 48 → 50. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

52% of holders stayed for 2+ years

52% conviction (2yr+) 25% medium 23% new
129 out of 250 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.
💰

Value +34% but shares only +7% — price-driven

Value
+33%
Shares
+7%
Last quarter: the total dollar value of institutional holdings rose +34%, but actual share count only changed +7%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

32 → 45 → 34 → 48 → 50 new funds/Q
New funds entering each quarter: 45 → 34 → 48 → 50. A growing number of institutions are discovering PLOW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 59% veterans vs 28% newcomers

59% veterans 13% 1-2yr 28% new
Entry-cohort mix of 251 holders: 148 (59%) are 2+ year veterans, 32 entered 1–2 years ago, and 71 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
49 of 250 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in PLOW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 2026 Q2, 147 hedge funds were net buyers of PLOW (50 opened a new position, 97 added to an existing one), while 105 reduced or exited (75 trimmed, 30 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 43% of total institutional value in PLOW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +20 funds (more new holders than closures). Total institutional holders: 250.

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

-- --

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

Is It Too Late to Buy Douglas Dynamics Inc (PLOW) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PLOW has moved relative to its sector benchmark (XLY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 80d ago
PLOW
-27.0%
XLY
-5.0%

PLOW outperformed XLY by -22.0% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 35d ago
PLOW
-6.2%
XLY
-5.8%

Since the filing became public, PLOW outperformed XLY by -0.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 0 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: PLOW
247 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 247 230 7.39%
13F Shares 22M 22M 0.82%
Total Value $1.11B $847M 30.75%
New Positions 49 48 +1
Increased Positions 95 86 +9
Closed Positions 32 23 +9
Reduced Positions 75 64 +11
Total Calls 1 2 -50.0%
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 Q2)

247 + investors

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

QUARTER:
Top 25 PLOW holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ararat Capital Management LP 7.06% 279,440 $15.1M
2 Icon Advisers Inc/Co 2.34% 230,100 $12.4M
3 Alta Fox Capital Management, LLC 2.09% 192,342 $10.4M
4 Punch & Associates Investment Management, INC. 1.76% 659,319 $35.6M
5 1492 Capital Management LLC 1.25% 78,593 $4.2M
6 Semanteon Capital Management, LP 1.13% 4,641 $250K
7 Nicholas Wealth, LLC. 0.88% 29,600 $1.6M
8 Wilson Asset Management (international) Pty Ltd 0.84% 56,632 $3.1M
9 Sovereign's Capital Management, LLC 0.71% 19,851 $1.1M
10 Globeflex Capital L P 0.60% 86,594 $4.7M
11 Virtus Advisers, LLC 0.52% 25,198 $1.4M
12 Ranger Investment Management, L.P. 0.37% 109,622 $5.9M
13 Systematic Financial Management LP 0.34% 315,094 $17.0M
14 Pacific Ridge Capital Partners, LLC 0.31% 31,437 $1.7M
15 Dean Capital Management 0.29% 14,593 $787K
16 Algert Global LLC 0.28% 436,861 $23.6M
17 Hillsdale Investment Management Inc. 0.26% 212,310 $11.5M
18 Integrated Quantitative Investments LLC 0.25% 28,539 $1.5M
19 Df Dent & Co Inc 0.25% 246,319 $13.3M
20 Pzena Investment Management LLC 0.22% 1,384,680 $74.7M
21 Silvercrest Asset Management Group LLC 0.21% 599,147 $32.3M
22 Kings Path Partners LLC 0.18% 16,031 $501K
23 Lakewood Asset Management LLC 0.16% 5,387 $291K
24 Dean Investment Associates, LLC 0.14% 20,118 $1.1M
25 Seizert Capital Partners, LLC 0.14% 62,638 $3.4M
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 — 5 quarters in a row: For 5 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?

Slight buying edge — 58% buying: Last quarter: 147 funds bought or added vs 105 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PLOW holders?

Elite ownership — 43% AUM from top-100 funds: 49 of 250 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in PLOW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PLOW?

52% of holders stayed for 2+ years: 129 out of 250 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.

Is it too late to buy Douglas Dynamics Inc (PLOW) following the 2026 Q2 hedge fund 13F filings?

As of today, PLOW has moved -6.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -5.8% for the XLY sector ETF — an outperformance of -0.4%. Since the quarter end (June 30, 2026), PLOW has gained -27.0% vs -5.0% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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