We are live on ! Find out more
DG icon

Dollar General

1,194 hedge funds and large institutions have $46.7B invested in Dollar General in 2020 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 473 increasing their positions, 411 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 80

15% more repeat investments, than reductions

Existing positions increased: 473 | Existing positions reduced: 411

6% more funds holding

Funds holding: 1,1231,194 (+71)

2% less capital invested

Capital invested by funds: $47.6B → $46.7B (-$909M)

8% less call options, than puts

Call options by funds: $394M | Put options by funds: $427M

1.05% less ownership

Funds ownership: 91.45%90.41% (-1%)

37% less funds holding in top 10

Funds holding in top 10: 3824 (-14)

Holders
1,194
Holders Change
+71
Holders Change %
+6.32%
% of All Funds
21.13%
Holding in Top 10
24
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-36.84%
% of All Funds
0.42%
New
165
Increased
473
Reduced
411
Closed
80
Calls
$394M
Puts
$427M
Net Calls
-$32.7M
Net Calls Change
-$186M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
226
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.4M +$1.02M +4,769 +8%
AIMCA
227
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$14.3M +$3.42M +16,000 +31%
LCM
228
Lionstone Capital Management
New York
$14.2M +$14.4M +67,615 New
ZIC
229
ZWJ Investment Counsel
Georgia
$13.7M +$54.5K +255 +0.4%
CS
230
Candriam SCA
Luxembourg
$13.7M -$24M -112,216 -63%
SAM
231
Shell Asset Management
Netherlands
$13.6M +$4.92M +23,029 +55%
Ninety One (UK)
232
Ninety One (UK)
United Kingdom
$13.5M -$7.53M -35,274 -35%
Zurich Cantonal Bank
233
Zurich Cantonal Bank
Switzerland
$13.5M +$1.43M +6,680 +12%
TAM
234
Todd Asset Management
Kentucky
$13.2M +$13.4M +62,769 New
BCIM
235
British Columbia Investment Management
British Columbia, Canada
$13.1M -$319K -1,493 -2%
QP
236
Quilter Plc
United Kingdom
$13.1M +$727K +3,404 +6%
CSS
237
Cubist Systematic Strategies
Connecticut
$12.7M +$6.48M +30,355 +101%
LM
238
Lincluden Management
Ontario, Canada
$12.6M -$2.39M -11,195 -11%
DHFB
239
Dixon Hubard Feinour & Brown
Virginia
$12.6M
CCM
240
Cinctive Capital Management
New York
$12.5M +$10.2M +47,887 +410%
MIM
241
MetLife Investment Management
New Jersey
$12.5M -$778K -3,641 -6%
AIM
242
Achmea Investment Management
Netherlands
$12.4M +$2.25M +10,522 +22%
LG
243
Leuthold Group
Minnesota
$12.3M -$580K -2,714 -4%
PGFC
244
Peapack-Gladstone Financial Corp
New Jersey
$12.2M +$84.4K +395 +0.7%
GIBU
245
Gulf International Bank (UK)
United Kingdom
$12.1M -$1.01M -4,712 -8%
WIC
246
Willis Investment Counsel
Georgia
$12M -$2.29M -10,716 -16%
FSA
247
Franklin Street Advisors
North Carolina
$12M -$1.05M -4,906 -8%
SFG
248
Sather Financial Group
Texas
$11.9M +$515K +2,413 +4%
CFG
249
Citizens Financial Group
Rhode Island
$11.8M -$191K -896 -2%
TIAM
250
TT International Asset Management
United Kingdom
$11.8M +$12M +56,016 New

DG Hedge Fund Activity: Q4 2020 in Review

1,194 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q4 2020, worth a combined $46.7B — down 1.9% from $47.6B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new DG positions and 80 closed out — a net gain of 85 holders — while 473 added to existing stakes and 411 trimmed.

The largest buyer was BlueSpruce Investments, adding an estimated $196M. The largest seller was T. Rowe Price Associates, cutting an estimated $343M.

  • 1,194 institutional investors held Dollar General (DG) as of Q4 2020, up from 1,123 in Q3 2020.
  • Funds reported $46.7B of Dollar General stock for Q4 2020, down 1.9% quarter-over-quarter.
  • 165 funds opened new Dollar General positions in Q4 2020 and 80 closed out, a net change of +85 holders.
  • The largest Dollar General buyer in Q4 2020 was BlueSpruce Investments, an estimated $196M added.
  • The largest Dollar General seller in Q4 2020 was T. Rowe Price Associates, an estimated $343M sold.

Based on aggregated 13F filings for Q4 2020.