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Duluth Holdings

96 hedge funds and large institutions have $167M invested in Duluth Holdings in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

22% more capital invested

Capital invested by funds: $137M → $167M (+$30.1M)

5% more funds holding

Funds holding: 9196 (+5)

0% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 29

0.04% less ownership

Funds ownership: 27.39%27.35% (-0.04%)

52% less call options, than puts

Call options by funds: $2.86M | Put options by funds: $5.96M

Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
29
Reduced
29
Closed
14
Calls
$2.86M
Puts
$5.96M
Net Calls
-$3.1M
Net Calls Change
+$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
DGI
1
Disciplined Growth Investors
Minnesota
$21.3M +$1.82M +110,159 +12%
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$21.1M -$6.26M -379,490 -27%
BlackRock
3
BlackRock
New York
$18M -$142K -8,626 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$15.2M -$1.12M -68,131 -8%
PAMP
5
Polar Asset Management Partners
Ontario, Canada
$12.2M +$2.91M +176,459 +43%
HCM
6
Hodges Capital Management
Texas
$6.7M -$6.19K -375 -0.1%
State of Wisconsin Investment Board
7
State of Wisconsin Investment Board
Wisconsin
$4.75M
State Street
8
State Street
Massachusetts
$4.66M +$602K +36,485 +19%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$4.31M +$100K +6,068 +3%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$4.25M +$586K +35,538 +21%
Goldman Sachs
11
Goldman Sachs
New York
$3.43M +$2.51M +152,171 +1,097%
HSA
12
Hussman Strategic Advisors
Maryland
$3.27M
RHJA
13
Rice Hall James & Associates
California
$2.94M +$2.35M +142,339 New
Northern Trust
14
Northern Trust
Illinois
$2.82M +$114K +6,913 +5%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$2.82M -$65.4K -3,962 -3%
Invesco
16
Invesco
Georgia
$2.8M -$271K -16,440 -11%
Millennium Management
17
Millennium Management
New York
$2.79M -$1.13M -68,721 -34%
William Blair & Company
18
William Blair & Company
Illinois
$2.65M -$287K -17,425 -12%
AQR Capital Management
19
AQR Capital Management
Connecticut
$2.07M -$646K -39,172 -28%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$1.91M +$435K +26,401 +35%
Charles Schwab
21
Charles Schwab
California
$1.8M +$76.9K +4,663 +6%
Wells Fargo
22
Wells Fargo
California
$1.71M +$522K +31,636 +62%
MAG
23
Millrace Asset Group
Pennsylvania
$1.65M +$953K +57,767 +261%
UBS Group
24
UBS Group
Switzerland
$1.49M +$702K +42,533 +143%
JP Morgan Chase
25
JP Morgan Chase
New York
$1.38M +$333K +20,217 +44%

DLTH Hedge Fund Activity: Q2 2021 in Review

96 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Duluth Holdings (DLTH) for Q2 2021, worth a combined $167M — up 22% from $137M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DLTH positions and 14 closed out — a net gain of 5 holders — while 29 added to existing stakes and 29 trimmed.

The largest buyer was Polar Asset Management Partners, adding an estimated $2.91M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $6.26M.

  • 96 institutional investors held Duluth Holdings (DLTH) as of Q2 2021, up from 91 in Q1 2021.
  • Funds reported $167M of Duluth Holdings stock for Q2 2021, up 22% quarter-over-quarter.
  • 19 funds opened new Duluth Holdings positions in Q2 2021 and 14 closed out, a net change of +5 holders.
  • The largest Duluth Holdings buyer in Q2 2021 was Polar Asset Management Partners, an estimated $2.91M added.
  • The largest Duluth Holdings seller in Q2 2021 was Thrivent Financial for Lutherans, an estimated $6.26M sold.

Based on aggregated 13F filings for Q2 2021.