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Dollar General

462 hedge funds and large institutions have $15.6B invested in Dollar General in 2014 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 176 increasing their positions, 174 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

733% more call options, than puts

Call options by funds: $1.46B | Put options by funds: $175M

1% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 174

1% less capital invested

Capital invested by funds: $15.7B → $15.6B (-$185M)

1.15% less ownership

Funds ownership: 90.57%89.42% (-1.2%)

4% less funds holding

Funds holding: 483462 (-21)

17% less funds holding in top 10

Funds holding in top 10: 2319 (-4)

22% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 76

Holders
462
Holders Change
-21
Holders Change %
-4.35%
% of All Funds
13.28%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.55%
New
59
Increased
176
Reduced
174
Closed
76
Calls
$1.46B
Puts
$175M
Net Calls
+$1.28B
Net Calls Change
+$865M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
401
BlackRock Advisors
Delaware
$198K +$3.83K +67 +2%
VFA
402
Virtus Fund Advisers
Connecticut
$175K +$175K +3,058 New
HCM
403
Highlander Capital Management
New Jersey
$172K +$74.3K +1,300 +76%
WG
404
Welch Group
Alabama
$169K +$5.03K +88 +3%
TRCT
405
Tower Research Capital (TRC)
New York
$168K -$1.72K -30 -1%
CLM
406
ClearBridge LLC (Maryland)
Maryland
$146K -$3.63M -63,440 -96%
Northwestern Mutual Wealth Management
407
Northwestern Mutual Wealth Management
Wisconsin
$145K -$14.1K -246 -9%
WA
408
WFG Advisors
Texas
$134K -$972 -17 -0.7%
GIS
409
Guardian Investor Services
New York
$126K -$4.57K -80 -4%
NFG
410
Next Financial Group
Texas
$120K +$119K +2,073 New
PSI
411
Pinnacle Summer Investments
Virginia
$113K
MFS
412
MSI Financial Services
Massachusetts
$103K +$20.5K +358 +25%
Envestnet Asset Management
413
Envestnet Asset Management
Illinois
$102K -$69.3K -1,212 -40%
AAM
414
Advisors Asset Management
Colorado
$98K +$5.72K +100 +6%
GLI
415
Guardian Life Insurance
New York
$95K
PAM
416
Paradigm Asset Management
New York
$87.8K -$203K -3,550 -70%
Fifth Third Bancorp
417
Fifth Third Bancorp
Ohio
$71K -$3.83K -67 -5%
SAMC
418
Shinko Asset Management Company
Japan
$71K
LTFS
419
Ladenburg Thalmann Financial Services
Florida
$64K +$14.9K +260 +30%
OMCS
420
Old Mutual Customised Solutions
South Africa
$63K
MAM
421
Mizuho Asset Management
Japan
$63K +$31.8K +557 +102%
JT
422
Jump Trading
Illinois
$49K -$505K -8,838 -91%
WA
423
Waverly Advisors
Alabama
$44K -$1.43K -25 -3%
FAM
424
Fred Alger Management
New York
$37K -$4.34M -75,987 -99%
BRWA
425
B. Riley Wealth Advisors
Florida
$36.1K +$36K +630 New