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Duluth Holdings

77 hedge funds and large institutions have $41.3M invested in Duluth Holdings in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more call options, than puts

Call options by funds: $24K | Put options by funds: $4K

76% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 17

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

5% more funds holding

Funds holding: 7377 (+4)

3.48% less ownership

Funds ownership: 28.13%24.66% (-3.5%)

22% less capital invested

Capital invested by funds: $52.8M → $41.3M (-$11.5M)

Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
30
Reduced
17
Closed
9
Calls
$24K
Puts
$4K
Net Calls
+$20K
Net Calls Change
-$43K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$268K +$106K +20,355 +69%
Goldman Sachs
27
Goldman Sachs
New York
$246K +$15K +2,863 +7%
Bank of America
28
Bank of America
North Carolina
$241K +$58.8K +11,249 +33%
Barclays
29
Barclays
United Kingdom
$235K +$109K +20,827 +91%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$223K +$203K +38,900 New
Bank of New York Mellon
31
Bank of New York Mellon
New York
$217K -$188K -35,931 -47%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$213K +$207K +39,500 New
IIM
33
Ironwood Investment Management
Massachusetts
$209K -$6.99K -1,337 -3%
LIG
34
Lokken Investment Group
Delaware
$206K
Charles Schwab
35
Charles Schwab
California
$202K
N
36
Nuveen
North Carolina
$201K +$39.4K +7,539 +25%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$181K +$176K +33,711 New
HSBC Holdings
38
HSBC Holdings
United Kingdom
$165K +$19.9K +3,802 +14%
HWAM
39
Hennion & Walsh Asset Management
New Jersey
$161K -$3.11K -595 -2%
BAM
40
Brave Asset Management
New Jersey
$156K +$62.8K +12,000 +71%
Connor, Clark & Lunn Investment Management (CC&L)
41
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$141K +$137K +26,222 New
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$106K +$1.06K +203 +1%
JP Morgan Chase
43
JP Morgan Chase
New York
$97.5K +$46.3K +8,847 +95%
OQS
44
Occudo Quantitative Strategies
Florida
$87.7K +$85.3K +16,302 New
VFIC
45
Valley Forge Investment Consultants
Pennsylvania
$75.2K
IAIM
46
International Assets Investment Management
Florida
$61.6K -$2.62K -500 -4%
Jane Street
47
Jane Street
New York
$61.5K +$59.8K +11,438 New
FAIM
48
Financial Advocates Investment Management
Washington
$60.4K
SWM
49
Silverlake Wealth Management
Vermont
$57.8K +$56.2K +10,750 New
TMWM
50
Taylor & Morgan Wealth Management
Michigan
$53.8K +$52.3K +10,000 New