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Duluth Holdings

72 hedge funds and large institutions have $135M invested in Duluth Holdings in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 20

39% more capital invested

Capital invested by funds: $97.2M → $135M (+$38.1M)

1% more funds holding

Funds holding: 7172 (+1)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
30
Reduced
20
Closed
15
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$18.9M +$1.59M +95,961 +11%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$11.1M +$9.41M +568,200 New
SCA
3
Summit Creek Advisors
Minnesota
$8.73M +$480K +28,972 +7%
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$7.69M -$103K -6,227 -2%
FA
5
Friess Associates
Delaware
$7.45M -$150K -9,026 -2%
ACM
6
AKRE Capital Management
Virginia
$6.82M
RFC
7
Russell Frank Company
Washington
$5.43M +$1.4M +84,297 +43%
Vanguard Group
8
Vanguard Group
Pennsylvania
$5.08M +$4.01M +242,018 +1,312%
Federated Hermes
9
Federated Hermes
Pennsylvania
$4.91M -$248K -15,000 -6%
RCMC
10
RK Capital Management (Colorado)
Colorado
$4.43M -$45.4K -2,740 -1%
HCM
11
Hodges Capital Management
Texas
$4.38M +$3.73M +225,000 New
DCM
12
Driehaus Capital Management
Illinois
$4.07M +$86.6K +5,228 +3%
BFA
13
BlackRock Fund Advisors
California
$3.81M -$138K -8,328 -4%
GPGA
14
Grandeur Peak Global Advisors
Utah
$3.35M -$1.04M -62,882 -27%
NC
15
Nicholas Company
Wisconsin
$3.18M +$1.04M +62,505 +62%
EAM
16
Eagle Asset Management
Florida
$2.89M -$1.9M -114,547 -44%
Northern Trust
17
Northern Trust
Illinois
$2.2M -$126K -7,584 -6%
State Street
18
State Street
Massachusetts
$1.92M +$570K +34,385 +54%
Allianz Asset Management
19
Allianz Asset Management
Germany
$1.75M +$1.48M +89,571 New
WA
20
Wasatch Advisors
Utah
$1.7M +$43.9K +2,649 +3%
GCP
21
GSA Capital Partners
United Kingdom
$1.62M +$1.38M +83,325 New
KCM
22
Kornitzer Capital Management
Kansas
$1.59M -$1.2M -72,303 -47%
TD Asset Management
23
TD Asset Management
Ontario, Canada
$1.5M +$133K +8,000 +12%
LCG
24
Lisanti Capital Growth
New York
$1.5M +$75K +4,530 +6%
PI
25
Putnam Investments
Massachusetts
$1.43M -$1.08M -65,201 -47%

DLTH Hedge Fund Activity: Q1 2016 in Review

72 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Duluth Holdings (DLTH) for Q1 2016, worth a combined $135M — up 39% from $97.2M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DLTH positions and 15 closed out — a net gain of 1 holder — while 30 added to existing stakes and 20 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $9.41M. The largest seller was Scopus Asset Management, exiting entirely with an estimated $6.03M sold.

  • 72 institutional investors held Duluth Holdings (DLTH) as of Q1 2016, up from 71 in Q4 2015.
  • Funds reported $135M of Duluth Holdings stock for Q1 2016, up 39% quarter-over-quarter.
  • 16 funds opened new Duluth Holdings positions in Q1 2016 and 15 closed out, a net change of +1 holder.
  • The largest Duluth Holdings buyer in Q1 2016 was Fidelity Investments, an estimated $9.41M added.
  • The largest Duluth Holdings seller in Q1 2016 was Scopus Asset Management, an estimated $6.03M sold.

Based on aggregated 13F filings for Q1 2016.