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Duluth Holdings

73 hedge funds and large institutions have $52.8M invested in Duluth Holdings in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

788% more call options, than puts

Call options by funds: $71K | Put options by funds: $8K

0.41% more ownership

Funds ownership: 27.72%28.13% (+0.41%)

3% less capital invested

Capital invested by funds: $54.3M → $52.8M (-$1.55M)

8% less funds holding

Funds holding: 7973 (-6)

36% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 28

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
73
Holders Change
-6
Holders Change %
-7.59%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
18
Reduced
28
Closed
9
Calls
$71K
Puts
$8K
Net Calls
+$63K
Net Calls Change
-$8K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$257K -$24.6K -3,696 -8%
Citadel Advisors
27
Citadel Advisors
Florida
$244K -$310K -46,600 -53%
IIM
28
Ironwood Investment Management
Massachusetts
$242K -$6.51K -978 -2%
LIG
29
Lokken Investment Group
Delaware
$230K
Charles Schwab
30
Charles Schwab
California
$225K
Bank of America
31
Bank of America
North Carolina
$202K -$124K -18,673 -36%
HWAM
32
Hennion & Walsh Asset Management
New Jersey
$183K -$1.01K -151 -0.5%
N
33
Nuveen
North Carolina
$179K
Creative Planning
34
Creative Planning
Kansas
$177K
HSBC Holdings
35
HSBC Holdings
United Kingdom
$157K +$47 +7 +0%
CCM
36
Cox Capital Management
Massachusetts
$140K +$156K +23,370 New
Barclays
37
Barclays
United Kingdom
$138K -$1.76K -265 -1%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$117K -$553 -83 -0.4%
BAM
39
Brave Asset Management
New Jersey
$102K
BGIM
40
Brandywine Global Investment Management
Pennsylvania
$88.4K +$98K +14,710 New
VFIC
41
Valley Forge Investment Consultants
Pennsylvania
$84K
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$70K
IAIM
43
International Assets Investment Management
Florida
$68.8K -$63.9K -9,600 -45%
FAIM
44
Financial Advocates Investment Management
Washington
$67.5K +$4.33K +650 +6%
JP Morgan Chase
45
JP Morgan Chase
New York
$55.7K -$16.7K -2,514 -21%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$48K -$206 -31 -0.4%
TRCT
47
Tower Research Capital (TRC)
New York
$45.5K +$41.4K +6,217 +457%
Victory Capital Management
48
Victory Capital Management
Texas
$43.6K
AIG
49
American International Group
New York
$40.6K +$1.6K +240 +4%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$37.5K -$85.7K -12,861 -67%

DLTH Hedge Fund Activity: Q3 2023 in Review

73 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Duluth Holdings (DLTH) for Q3 2023, worth a combined $52.8M — down 2.9% from $54.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of DLTH and 4 opened new positions — a net loss of 5 holders — while 28 trimmed existing stakes and 18 added.

The largest buyer was Disciplined Growth Investors, adding an estimated $3.01M. The largest seller was GSA Capital Partners, exiting entirely with an estimated $623K sold.

  • 73 institutional investors held Duluth Holdings (DLTH) as of Q3 2023, down from 79 in Q2 2023.
  • Funds reported $52.8M of Duluth Holdings stock for Q3 2023, down 2.9% quarter-over-quarter.
  • 4 funds opened new Duluth Holdings positions in Q3 2023 and 9 closed out, a net change of -5 holders.
  • The largest Duluth Holdings buyer in Q3 2023 was Disciplined Growth Investors, an estimated $3.01M added.
  • The largest Duluth Holdings seller in Q3 2023 was GSA Capital Partners, an estimated $623K sold.

Based on aggregated 13F filings for Q3 2023.