Dollar General
517 hedge funds and large institutions have $20B invested in Dollar General in 2015 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 201 increasing their positions, 169 reducing their positions, and 76 closing their positions.
196% more call options, than puts
Call options by funds: $492M | Put options by funds: $166M
21% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 76
19% more repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 169
2% more funds holding
Funds holding: 508 → 517 (+9)
1% more capital invested
Capital invested by funds: $19.8B → $20B (+$206M)
4.84% less ownership
Funds ownership: 92.47% → 87.63% (-4.8%)
6% less funds holding in top 10
Funds holding in top 10: 31 → 29 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$335M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$226M |
| 3 |
UIM
USS Investment Management
London,
United Kingdom
|
+$145M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$145M |
| 5 |
William Blair & Company
Chicago,
Illinois
|
+$140M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$913M |
| 2 |
SCP
Soroban Capital Partners
New York
|
-$553M |
| 3 |
MC
Maverick Capital
Dallas,
Texas
|
-$328M |
| 4 |
ESG
Emerging Sovereign Group
New York
|
-$198M |
| 5 |
SC
Sculptor Capital
New York
|
-$193M |
DG Hedge Fund Activity: Q1 2015 in Review
517 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q1 2015, worth a combined $20B — up 1% from $19.8B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new DG positions and 76 closed out — a net gain of 16 holders — while 201 added to existing stakes and 169 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $335M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $913M sold.
- 517 institutional investors held Dollar General (DG) as of Q1 2015, up from 508 in Q4 2014.
- Funds reported $20B of Dollar General stock for Q1 2015, up 1% quarter-over-quarter.
- 92 funds opened new Dollar General positions in Q1 2015 and 76 closed out, a net change of +16 holders.
- The largest Dollar General buyer in Q1 2015 was Citadel Advisors, an estimated $335M added.
- The largest Dollar General seller in Q1 2015 was Lone Pine Capital, an estimated $913M sold.
Based on aggregated 13F filings for Q1 2015.