Dollar General
612 hedge funds and large institutions have $18B invested in Dollar General in 2017 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 220 increasing their positions, 232 reducing their positions, and 81 closing their positions.
43% more call options, than puts
Call options by funds: $217M | Put options by funds: $152M
13% more funds holding in top 10
Funds holding in top 10: 15 → 17 (+2)
9% more capital invested
Capital invested by funds: $16.4B → $18B (+$1.56B)
5.33% more ownership
Funds ownership: 85.67% → 91% (+5.3%)
5% less repeat investments, than reductions
Existing positions increased: 220 | Existing positions reduced: 232
2% less funds holding
Funds holding: 626 → 612 (-14)
11% less first-time investments, than exits
New positions opened: 72 | Existing positions closed: 81
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LP
Longview Partners
St Peter Port,
Guernsey
|
+$577M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$352M |
| 3 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$214M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$138M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
+$117M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$168M |
| 2 |
JP Morgan Chase
New York
|
-$157M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$116M |
| 4 |
ACM
AKRE Capital Management
Middleburg,
Virginia
|
-$105M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
-$86.2M |
DG Hedge Fund Activity: Q2 2017 in Review
612 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q2 2017, worth a combined $18B — up 9.5% from $16.4B a quarter earlier.
Sellers outnumbered buyers: 81 funds closed out of DG and 72 opened new positions — a net loss of 9 holders — while 232 trimmed existing stakes and 220 added.
The largest buyer was Longview Partners, opening a new position worth an estimated $577M. The largest seller was AllianceBernstein, cutting an estimated $168M.
- 612 institutional investors held Dollar General (DG) as of Q2 2017, down from 626 in Q1 2017.
- Funds reported $18B of Dollar General stock for Q2 2017, up 9.5% quarter-over-quarter.
- 72 funds opened new Dollar General positions in Q2 2017 and 81 closed out, a net change of -9 holders.
- The largest Dollar General buyer in Q2 2017 was Longview Partners, an estimated $577M added.
- The largest Dollar General seller in Q2 2017 was AllianceBernstein, an estimated $168M sold.
Based on aggregated 13F filings for Q2 2017.