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Distribution Solutions Group

39 hedge funds and large institutions have $104M invested in Distribution Solutions Group in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more capital invested

Capital invested by funds: $72.8M → $104M (+$30.8M)

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

5% more funds holding

Funds holding: 3739 (+2)

Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
1.13%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
8
Increased
11
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCP
1
KDI Capital Partners
North Carolina
$19.8M +$1.73M +189,736 +12%
Luther King Capital Management (LKCM)
2
Luther King Capital Management (LKCM)
Texas
$17.6M +$5.25M +573,732 +57%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$15M -$99.5K -10,878 -0.8%
WC
4
Walthausen & Co
New York
$7.57M -$2.93K -320 -0%
HA
5
Heartland Advisors
Wisconsin
$7.39M +$191K +20,900 +3%
TA
6
Teton Advisors
New York
$5.49M -$131K -14,346 -3%
GI
7
GAMCO Investors
Connecticut
$4.82M +$27.4K +3,000 +0.7%
TBAM
8
True Bearing Asset Management
California
$4.4M
Vanguard Group
9
Vanguard Group
Pennsylvania
$3.88M +$119K +13,044 +4%
BIT
10
BlackRock Institutional Trust
California
$3.38M +$309K +33,820 +13%
GF
11
Gabelli Funds
New York
$2M +$65.8K +7,200 +4%
RCM
12
Rutabaga Capital Management
Massachusetts
$1.96M +$1.61M +176,142 New
EI
13
EAM Investors
California
$1.77M +$1.45M +158,590 New
RA
14
Royce & Associates
New York
$1.12M
BCM
15
Bridgeway Capital Management
Texas
$1.03M
Bank of New York Mellon
16
Bank of New York Mellon
New York
$956K +$18 +2 +0%
FCI
17
Financial Counselors Inc
Kansas
$879K -$20.9K -2,290 -3%
AA
18
Ancora Advisors
Ohio
$733K -$174K -19,000 -22%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$672K +$12.2K +1,332 +2%
Morgan Stanley
20
Morgan Stanley
New York
$481K -$4.24K -464 -1%
Goldman Sachs
21
Goldman Sachs
New York
$413K +$139K +15,208 +70%
BFA
22
BlackRock Fund Advisors
California
$348K -$20.8K -2,278 -7%
Northern Trust
23
Northern Trust
Illinois
$328K +$39.5K +4,320 +17%
GA
24
Geneva Advisors
Illinois
$247K
Renaissance Technologies
25
Renaissance Technologies
New York
$234K +$192K +21,000 New

DSGR Hedge Fund Activity: Q3 2014 in Review

39 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Distribution Solutions Group (DSGR) for Q3 2014, worth a combined $104M — up 42% from $72.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DSGR positions and 6 closed out — a net gain of 2 holders — while 11 added to existing stakes and 9 trimmed.

The largest buyer was Luther King Capital Management (LKCM), adding an estimated $5.25M. The largest seller was Van Den Berg Management I, exiting entirely with an estimated $5.58M sold.

  • 39 institutional investors held Distribution Solutions Group (DSGR) as of Q3 2014, up from 37 in Q2 2014.
  • Funds reported $104M of Distribution Solutions Group stock for Q3 2014, up 42% quarter-over-quarter.
  • 8 funds opened new Distribution Solutions Group positions in Q3 2014 and 6 closed out, a net change of +2 holders.
  • The largest Distribution Solutions Group buyer in Q3 2014 was Luther King Capital Management (LKCM), an estimated $5.25M added.
  • The largest Distribution Solutions Group seller in Q3 2014 was Van Den Berg Management I, an estimated $5.58M sold.

Based on aggregated 13F filings for Q3 2014.