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Duluth Holdings

109 hedge funds and large institutions have $130M invested in Duluth Holdings in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more call options, than puts

Call options by funds: $1.99M | Put options by funds: $688K

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

19% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 32

10% more capital invested

Capital invested by funds: $118M → $130M (+$12.2M)

5% more funds holding

Funds holding: 104109 (+5)

0.13% less ownership

Funds ownership: 29.09%28.96% (-0.13%)

Holders
109
Holders Change
+5
Holders Change %
+4.81%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
38
Reduced
32
Closed
15
Calls
$1.99M
Puts
$688K
Net Calls
+$1.3M
Net Calls Change
+$4.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$15.6M +$90.7K +6,006 +0.6%
DGI
2
Disciplined Growth Investors
Minnesota
$15.4M -$279K -18,461 -2%
BlackRock
3
BlackRock
New York
$13M -$300K -19,842 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$11.5M -$1.46M -96,952 -11%
HCM
5
Hodges Capital Management
Texas
$9.24M -$522K -34,580 -5%
MRCM
6
Mill Road Capital Management
Connecticut
$7.09M +$2.34M +154,800 +50%
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$6.21M +$900K +59,594 +17%
RHJA
8
Rice Hall James & Associates
California
$4.44M +$2.28M +150,627 +106%
State Street
9
State Street
Massachusetts
$3.69M +$11.7K +777 +0.3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$3.28M +$129K +8,571 +4%
Prudential Financial
11
Prudential Financial
New Jersey
$2.49M +$506K +33,464 +26%
Charles Schwab
12
Charles Schwab
California
$2.29M
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$2.23M +$949K +62,824 +75%
AQR Capital Management
14
AQR Capital Management
Connecticut
$2.15M +$382K +25,285 +22%
Northern Trust
15
Northern Trust
Illinois
$2.11M +$146K +9,684 +8%
William Blair & Company
16
William Blair & Company
Illinois
$1.87M -$81.1K -5,370 -4%
HSA
17
Hussman Strategic Advisors
Maryland
$1.58M -$822K -54,400 -34%
JP Morgan Chase
18
JP Morgan Chase
New York
$1.45M -$120K -7,975 -8%
Millennium Management
19
Millennium Management
New York
$1.27M -$90.5K -5,993 -7%
Ameriprise
20
Ameriprise
Minnesota
$1.25M +$1.24M +82,289 New
UBS Group
21
UBS Group
Switzerland
$1.12M +$68.1K +4,510 +7%
Citadel Advisors
22
Citadel Advisors
Florida
$1.03M -$1.13M -74,737 -52%
Wells Fargo
23
Wells Fargo
California
$916K -$64.6K -4,274 -7%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$841K -$85.8K -5,678 -9%
TIM
25
Thompson Investment Management
Wisconsin
$802K -$30.2K -2,000 -4%

DLTH Hedge Fund Activity: Q4 2021 in Review

109 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Duluth Holdings (DLTH) for Q4 2021, worth a combined $130M — up 10% from $118M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DLTH positions and 15 closed out — a net gain of 5 holders — while 38 added to existing stakes and 32 trimmed.

The largest buyer was Mill Road Capital Management, adding an estimated $2.34M. The largest seller was State of Wisconsin Investment Board, cutting an estimated $3.2M.

  • 109 institutional investors held Duluth Holdings (DLTH) as of Q4 2021, up from 104 in Q3 2021.
  • Funds reported $130M of Duluth Holdings stock for Q4 2021, up 10% quarter-over-quarter.
  • 20 funds opened new Duluth Holdings positions in Q4 2021 and 15 closed out, a net change of +5 holders.
  • The largest Duluth Holdings buyer in Q4 2021 was Mill Road Capital Management, an estimated $2.34M added.
  • The largest Duluth Holdings seller in Q4 2021 was State of Wisconsin Investment Board, an estimated $3.2M sold.

Based on aggregated 13F filings for Q4 2021.