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Duluth Holdings

91 hedge funds and large institutions have $137M invested in Duluth Holdings in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more capital invested

Capital invested by funds: $84.5M → $137M (+$52.4M)

0% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 29

0.17% less ownership

Funds ownership: 27.55%27.39% (-0.17%)

9% less funds holding

Funds holding: 10091 (-9)

31% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 26

76% less call options, than puts

Call options by funds: $1.55M | Put options by funds: $6.58M

Holders
91
Holders Change
-9
Holders Change %
-9%
% of All Funds
1.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
29
Reduced
29
Closed
26
Calls
$1.55M
Puts
$6.58M
Net Calls
-$5.03M
Net Calls Change
-$2.53M
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$23.8M +$576K +41,407 +3%
DGI
2
Disciplined Growth Investors
Minnesota
$15.6M -$1.58M -113,559 -11%
BlackRock
3
BlackRock
New York
$14.9M +$776K +55,788 +7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$13.6M +$1.96M +141,196 +21%
PAMP
5
Polar Asset Management Partners
Ontario, Canada
$6.99M +$5.74M +412,800 New
HCM
6
Hodges Capital Management
Texas
$5.51M -$695K -50,000 -13%
State of Wisconsin Investment Board
7
State of Wisconsin Investment Board
Wisconsin
$3.9M -$124K -8,900 -4%
Millennium Management
8
Millennium Management
New York
$3.45M -$4.66M -335,196 -62%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.43M +$424K +30,466 +18%
State Street
10
State Street
Massachusetts
$3.2M -$152K -10,907 -5%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$2.88M +$730K +52,452 +45%
HSA
12
Hussman Strategic Advisors
Maryland
$2.68M +$207K +14,900 +10%
Invesco
13
Invesco
Georgia
$2.58M +$1.67M +120,241 +377%
William Blair & Company
14
William Blair & Company
Illinois
$2.47M -$252K -18,119 -11%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$2.38M -$105K -7,553 -5%
AQR Capital Management
16
AQR Capital Management
Connecticut
$2.36M +$342K +24,614 +21%
Citadel Advisors
17
Citadel Advisors
Florida
$2.22M -$621K -44,625 -25%
Northern Trust
18
Northern Trust
Illinois
$2.19M -$88.4K -6,354 -5%
Charles Schwab
19
Charles Schwab
California
$1.4M +$25.7K +1,850 +2%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$1.26M +$191K +13,700 +23%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$1.25M +$1.01M +72,712 +2,507%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.2M +$13.1K +943 +1%
N
23
Nuveen
North Carolina
$889K -$31.3K -2,247 -4%
TIM
24
Thompson Investment Management
Wisconsin
$866K -$4.17K -300 -0.6%
Wells Fargo
25
Wells Fargo
California
$862K +$351K +25,224 +98%

DLTH Hedge Fund Activity: Q1 2021 in Review

91 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Duluth Holdings (DLTH) for Q1 2021, worth a combined $137M — up 62% from $84.5M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of DLTH and 18 opened new positions — a net loss of 8 holders — while 29 trimmed existing stakes and 29 added.

The largest buyer was Polar Asset Management Partners, opening a new position worth an estimated $5.74M. The largest seller was Millennium Management, cutting an estimated $4.66M.

  • 91 institutional investors held Duluth Holdings (DLTH) as of Q1 2021, down from 100 in Q4 2020.
  • Funds reported $137M of Duluth Holdings stock for Q1 2021, up 62% quarter-over-quarter.
  • 18 funds opened new Duluth Holdings positions in Q1 2021 and 26 closed out, a net change of -8 holders.
  • The largest Duluth Holdings buyer in Q1 2021 was Polar Asset Management Partners, an estimated $5.74M added.
  • The largest Duluth Holdings seller in Q1 2021 was Millennium Management, an estimated $4.66M sold.

Based on aggregated 13F filings for Q1 2021.