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Duluth Holdings

80 hedge funds and large institutions have $53.7M invested in Duluth Holdings in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 33 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

204% more call options, than puts

Call options by funds: $1.76M | Put options by funds: $579K

36% more capital invested

Capital invested by funds: $39.4M → $53.7M (+$14.3M)

8.99% less ownership

Funds ownership: 33.73%24.74% (-9%)

13% less funds holding

Funds holding: 9280 (-12)

24% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 33

52% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 23

Holders
80
Holders Change
-12
Holders Change %
-13.04%
% of All Funds
1.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
25
Reduced
33
Closed
23
Calls
$1.76M
Puts
$579K
Net Calls
+$1.18M
Net Calls Change
+$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$2K
AF
77
Allworth Financial
California
$1K
JCM
78
Jacobi Capital Management
Pennsylvania
$1K
T. Rowe Price Associates
79
T. Rowe Price Associates
Maryland
-$4.38M -1,092,307 Closed
TD Asset Management
80
TD Asset Management
Ontario, Canada
-$444K -110,630 Closed
Renaissance Technologies
81
Renaissance Technologies
New York
-$243K -60,500 Closed
Barrow, Hanley, Mewhinney & Strauss
82
Barrow, Hanley, Mewhinney & Strauss
Texas
-$180K -44,665 Closed
DTL
83
Dynamic Technology Lab
Singapore
-$173K -43,171 Closed
Voloridge Investment Management
84
Voloridge Investment Management
Florida
-$159K -39,730 Closed
Swiss National Bank
85
Swiss National Bank
Switzerland
-$146K -36,500 Closed
UBS AM
86
UBS AM
Illinois
-$140K -34,995 Closed
LI
87
Leap Investments
Illinois
-$101K -25,300 Closed
SSA
88
Schonfeld Strategic Advisors
New York
-$72K -17,900 Closed
CSS
89
Cubist Systematic Strategies
Connecticut
-$54K -13,473 Closed
SC
90
Sculptor Capital
New York
-$43K -10,700 Closed
CS
91
Credit Suisse
Switzerland
-$43K -10,634 Closed
Nisa Investment Advisors
92
Nisa Investment Advisors
Missouri
-$35K -8,700 Closed
Victory Capital Management
93
Victory Capital Management
Texas
-$26K -6,496 Closed
GWM
94
Geneos Wealth Management
Colorado
-$7K -1,950 Closed
Canada Life
95
Canada Life
Manitoba, Canada
-$7K -1,690 Closed
Zurich Cantonal Bank
96
Zurich Cantonal Bank
Switzerland
-$6K -1,483 Closed
MWM
97
MBE Wealth Management
Wisconsin
-$1K -353 Closed
Federated Hermes
98
Federated Hermes
Pennsylvania
-$1K -295 Closed
GT
99
Glenmede Trust
Pennsylvania
-$2K -266 Closed
HR
100
Howe & Rusling
New York
-$1K -192 Closed

DLTH Hedge Fund Activity: Q2 2020 in Review

80 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Duluth Holdings (DLTH) for Q2 2020, worth a combined $53.7M — up 36% from $39.4M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of DLTH and 11 opened new positions — a net loss of 12 holders — while 33 trimmed existing stakes and 25 added.

The largest buyer was Morgan Stanley, adding an estimated $1.34M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $4.38M sold.

  • 80 institutional investors held Duluth Holdings (DLTH) as of Q2 2020, down from 92 in Q1 2020.
  • Funds reported $53.7M of Duluth Holdings stock for Q2 2020, up 36% quarter-over-quarter.
  • 11 funds opened new Duluth Holdings positions in Q2 2020 and 23 closed out, a net change of -12 holders.
  • The largest Duluth Holdings buyer in Q2 2020 was Morgan Stanley, an estimated $1.34M added.
  • The largest Duluth Holdings seller in Q2 2020 was T. Rowe Price Associates, an estimated $4.38M sold.

Based on aggregated 13F filings for Q2 2020.