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Dollar General

528 hedge funds and large institutions have $20.4B invested in Dollar General in 2015 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 181 increasing their positions, 213 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more call options, than puts

Call options by funds: $352M | Put options by funds: $110M

29% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 55

2% more funds holding

Funds holding: 517528 (+11)

2% more capital invested

Capital invested by funds: $20B → $20.4B (+$350M)

0.64% more ownership

Funds ownership: 87.63%88.27% (+0.64%)

15% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 213

48% less funds holding in top 10

Funds holding in top 10: 2915 (-14)

Holders
528
Holders Change
+11
Holders Change %
+2.13%
% of All Funds
14.23%
Holding in Top 10
15
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-48.28%
% of All Funds
0.4%
New
71
Increased
181
Reduced
213
Closed
55
Calls
$352M
Puts
$110M
Net Calls
+$242M
Net Calls Change
-$83M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
426
WhitTier Trust Company
Nevada
$346K
BO
427
Bank OZK
Arkansas
$345K -$3.77K -50 -1%
RCM
428
Rotella Capital Management
Washington
$338K -$136K -1,803 -29%
BC
429
Burney Company
Virginia
$338K -$36.6K -485 -10%
Cambridge Investment Research Advisors
430
Cambridge Investment Research Advisors
Iowa
$328K +$34.7K +460 +12%
RFC
431
Regions Financial Corp
Alabama
$312K -$4.75K -63 -2%
Lazard Asset Management
432
Lazard Asset Management
New York
$297K -$13.1K -174 -4%
WA
433
WFG Advisors
Texas
$293K +$107K +1,424 +61%
FAAS
434
First Allied Advisory Services
California
$275K +$48.1K +638 +22%
ECM
435
Element Capital Management
New York
$272K +$264K +3,500 New
HHGA
436
Halbert Hargrove Global Advisors
California
$270K -$28.7K -380 -10%
CC
437
Capital Counsel
New York
$267K
BPC
438
Banque Pictet & Cie
Switzerland
$266K +$258K +3,422 New
HVIA
439
Hudson Valley Investment Advisors
New York
$265K +$258K +3,415 New
Fuller & Thaler Asset Management
440
Fuller & Thaler Asset Management
California
$264K +$60.4K +800 +31%
BHA
441
Beech Hill Advisors
New York
$253K +$245K +3,250 New
OMCS
442
Old Mutual Customised Solutions
South Africa
$249K
W
443
Wealthfront
California
$235K +$44.7K +592 +24%
TI
444
Trexquant Investment
Connecticut
$233K -$181K -2,400 -44%
WG
445
Welch Group
Alabama
$228K
FFC
446
First Financial Corp
Indiana
$216K
AP
447
Advisor Partners
California
$213K +$10.3K +136 +5%
EGM
448
Engineers Gate Manager
New York
$211K -$648K -8,586 -76%
V
449
Veritable
Delaware
$204K -$640K -8,484 -76%
SCA
450
Secor Capital Advisors
New York
$203K -$320K -4,236 -62%