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Duluth Holdings

106 hedge funds and large institutions have $367M invested in Duluth Holdings in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 30 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

37% more call options, than puts

Call options by funds: $4.07M | Put options by funds: $2.97M

22% more capital invested

Capital invested by funds: $302M → $367M (+$65.2M)

8% more funds holding

Funds holding: 98106 (+8)

3.49% less ownership

Funds ownership: 43.43%39.93% (-3.5%)

12% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 34

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
106
Holders Change
+8
Holders Change %
+8.16%
% of All Funds
2.42%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
30
Reduced
34
Closed
13
Calls
$4.07M
Puts
$2.97M
Net Calls
+$1.1M
Net Calls Change
+$3.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
26
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.63M +$256K +9,375 +13%
ProShare Advisors
27
ProShare Advisors
Maryland
$1.96M -$683K -24,975 -29%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$1.73M -$53.6K -1,959 -3%
Charles Schwab
29
Charles Schwab
California
$1.68M +$47.9K +1,753 +3%
IIM
30
Ironwood Investment Management
Massachusetts
$1.61M -$82 -3 -0%
EGI
31
EAM Global Investors
California
$1.6M +$1.39M +50,969 New
Two Sigma Investments
32
Two Sigma Investments
New York
$1.46M +$1.26M +46,256 New
MDCM
33
Morgan Dempsey Capital Management
Wisconsin
$1.35M -$7.14K -261 -0.6%
EI
34
EAM Investors
California
$1.27M +$1.1M +40,357 New
LCG
35
Lisanti Capital Growth
New York
$1.26M +$228K +8,325 +26%
William Blair & Company
36
William Blair & Company
Illinois
$1.1M -$65.6K -2,400 -6%
Swiss National Bank
37
Swiss National Bank
Switzerland
$1.03M
Squarepoint
38
Squarepoint
New York
$995K -$309K -11,306 -26%
SCM
39
Sterling Capital Management
North Carolina
$985K +$277K +10,146 +48%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$887K +$20.9K +764 +3%
JP Morgan Chase
41
JP Morgan Chase
New York
$794K +$315K +11,514 +84%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$778K +$7.55K +276 +1%
Millennium Management
43
Millennium Management
New York
$766K +$268K +9,789 +67%
RAM
44
Redmond Asset Management
Virginia
$725K -$1.86K -68 -0.3%
US Bancorp
45
US Bancorp
Minnesota
$717K -$2.02K -74 -0.3%
Deutsche Bank
46
Deutsche Bank
Germany
$654K +$25.9K +949 +5%
Morgan Stanley
47
Morgan Stanley
New York
$612K -$155K -5,671 -23%
TCIM
48
TIAA CREF Investment Management
New York
$601K -$53.3K -1,948 -9%
Barclays
49
Barclays
United Kingdom
$596K +$267K +9,772 +106%
Simplex Trading
50
Simplex Trading
Illinois
$570K +$136K +4,980 +38%

DLTH Hedge Fund Activity: Q3 2018 in Review

106 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Duluth Holdings (DLTH) for Q3 2018, worth a combined $367M — up 22% from $302M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DLTH positions and 13 closed out — a net gain of 9 holders — while 30 added to existing stakes and 34 trimmed.

The largest buyer was Credit Agricole, opening a new position worth an estimated $2.73M. The largest seller was Fidelity Investments, cutting an estimated $9.4M.

  • 106 institutional investors held Duluth Holdings (DLTH) as of Q3 2018, up from 98 in Q2 2018.
  • Funds reported $367M of Duluth Holdings stock for Q3 2018, up 22% quarter-over-quarter.
  • 22 funds opened new Duluth Holdings positions in Q3 2018 and 13 closed out, a net change of +9 holders.
  • The largest Duluth Holdings buyer in Q3 2018 was Credit Agricole, an estimated $2.73M added.
  • The largest Duluth Holdings seller in Q3 2018 was Fidelity Investments, an estimated $9.4M sold.

Based on aggregated 13F filings for Q3 2018.