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Distribution Solutions Group

40 hedge funds and large institutions have $40.8M invested in Distribution Solutions Group in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 4140 (-1)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

22% less capital invested

Capital invested by funds: $52.2M → $40.8M (-$11.4M)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$6.97M +$15.3K +2,536 +0.2%
VDBMI
2
Van Den Berg Management I
Texas
$5.8M -$24.8K -4,100 -0.4%
KCP
3
KDI Capital Partners
North Carolina
$5.02M +$1.17M +193,992 +25%
WC
4
Walthausen & Co
New York
$3.79M -$159K -26,340 -3%
TBAM
5
True Bearing Asset Management
California
$2.52M +$190K +31,480 +7%
SBH
6
Segall Bryant & Hamill
Illinois
$2.39M -$227K -37,590 -8%
RA
7
Royce & Associates
New York
$2.18M
GI
8
GAMCO Investors
Connecticut
$1.82M +$309K +51,096 +17%
Vanguard Group
9
Vanguard Group
Pennsylvania
$1.7M
BIT
10
BlackRock Institutional Trust
California
$1.58M -$428K -70,744 -19%
Luther King Capital Management (LKCM)
11
Luther King Capital Management (LKCM)
Texas
$986K +$334K +55,282 +41%
TA
12
Teton Advisors
New York
$825K +$230K +38,000 +31%
ERSOT
13
Employees Retirement System of Texas
Texas
$763K
Bank of New York Mellon
14
Bank of New York Mellon
New York
$502K -$23.5K -3,880 -4%
GF
15
Gabelli Funds
New York
$474K +$96.7K +16,000 +21%
FCI
16
Financial Counselors Inc
Kansas
$446K -$6.35K -1,050 -1%
AA
17
Ancora Advisors
Ohio
$437K +$30.2K +5,000 +6%
BCM
18
Bridgeway Capital Management
Texas
$334K
Geode Capital Management
19
Geode Capital Management
Massachusetts
$303K +$967 +160 +0.3%
Goldman Sachs
20
Goldman Sachs
New York
$290K -$52K -8,602 -13%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$284K -$82.2K -13,600 -20%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$255K
Renaissance Technologies
23
Renaissance Technologies
New York
$226K -$85.8K -14,200 -24%
Morgan Stanley
24
Morgan Stanley
New York
$216K +$254K +42,020 New
BFA
25
BlackRock Fund Advisors
California
$168K +$15.4K +2,556 +9%

DSGR Hedge Fund Activity: Q3 2013 in Review

40 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Distribution Solutions Group (DSGR) for Q3 2013, worth a combined $40.8M — down 22% from $52.2M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of DSGR and 3 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 12 added.

The largest buyer was KDI Capital Partners, adding an estimated $1.17M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $2.66M sold.

  • 40 institutional investors held Distribution Solutions Group (DSGR) as of Q3 2013, down from 41 in Q2 2013.
  • Funds reported $40.8M of Distribution Solutions Group stock for Q3 2013, down 22% quarter-over-quarter.
  • 3 funds opened new Distribution Solutions Group positions in Q3 2013 and 4 closed out, a net change of -1 holder.
  • The largest Distribution Solutions Group buyer in Q3 2013 was KDI Capital Partners, an estimated $1.17M added.
  • The largest Distribution Solutions Group seller in Q3 2013 was DePrince Race & Zollo Inc (DRZ), an estimated $2.66M sold.

Based on aggregated 13F filings for Q3 2013.