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Dollar General
DG

1,123 hedge funds and large institutions have $47.6B invested in Dollar General in 2020 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 451 increasing their positions, 398 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 84

39% more call options, than puts

Call options by funds: $546M | Put options by funds: $393M

13% more repeat investments, than reductions

Existing positions increased: 451 | Existing positions reduced: 398

8% more capital invested

Capital invested by funds: $44B → $47.6B (+$3.67B)

3% more funds holding

Funds holding: 1,088 → 1,123 (+35)

0.35% less ownership

Funds ownership: 91.8% → 91.45% (-0.35%)

16% less funds holding in top 10

Funds holding in top 10: 45 → 38 (-7)

Holders
1,123
Holders Change
+35
Holders Change %
+3.22%
% of All Funds
22.66%
Holding in Top 10
38
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-15.56%
% of All Funds
0.77%
New
128
Increased
451
Reduced
398
Closed
84
Calls
$546M
Puts
$393M
Net Calls
+$153M
Net Calls Change
+$136M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$466M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$318M
3
BI
BlueSpruce Investments
Illinois
+$290M
4
First Trust Advisors
First Trust Advisors
Illinois
+$120M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$98.8M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$202M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$194M
3
Citadel Advisors
Citadel Advisors
Florida
-$192M
4
Millennium Management
Millennium Management
New York
-$164M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$148M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$317M +$39.8M +202,419 +15%
BI
27
BlueSpruce Investments
Illinois
$309M +$290M +1,475,063 New
BBHC
28
Brown Brothers Harriman & Co
New York
$298M -$75.4M -383,594 -21%
UBS Group
29
UBS Group
Switzerland
$285M +$31.9M +162,245 +14%
AllianceBernstein
30
AllianceBernstein
Tennessee
$279M -$5.8M -29,507 -2%
PPA
31
Parametric Portfolio Associates
Washington
$279M -$6.08M -30,920 -2%
ACM
32
Atlanta Capital Management
Georgia
$273M +$3.55M +18,054 +1%
Schroder Investment Management Group
33
Schroder Investment Management Group
United Kingdom
$258M +$34.7M +176,659 +17%
Charles Schwab
34
Charles Schwab
California
$250M +$1.07M +5,428 +0.5%
Swiss National Bank
35
Swiss National Bank
Switzerland
$248M +$1.49M +7,600 +0.6%
N
36
Nuveen
North Carolina
$241M -$46.9M -238,396 -17%
Invesco
37
Invesco
Georgia
$238M -$2.13M -10,805 -0.9%
Robeco Institutional Asset Management
38
Robeco Institutional Asset Management
Netherlands
$229M +$98.8M +502,126 +85%
CIBC Private Wealth Group
39
CIBC Private Wealth Group
Georgia
$224M +$373K +1,897 +0.2%
Principal Financial Group
40
Principal Financial Group
Iowa
$217M -$9.14M -46,459 -4%
A
41
AustralianSuper
Australia
$214M +$31.5M +160,333 +19%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$209M -$39.8M -202,462 -17%
TD Asset Management
43
TD Asset Management
Ontario, Canada
$203M -$15.4M -78,185 -7%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$200M -$35.9M -182,746 -16%
CS
45
Credit Suisse
Switzerland
$191M +$40.6M +206,394 +29%
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$188M +$2.15M +10,951 +1%
SCM
47
Suvretta Capital Management
New York
$186M +$53M +269,300 +44%
CP
48
Coho Partners
Pennsylvania
$182M +$1.74M +8,850 +1%
Barrow, Hanley, Mewhinney & Strauss
49
Barrow, Hanley, Mewhinney & Strauss
Texas
$181M -$59.9M -304,590 -26%
Deutsche Bank
50
Deutsche Bank
Germany
$175M +$30.8M +156,813 +23%
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DG Hedge Fund Activity: Q3 2020 in Review

1,123 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q3 2020, worth a combined $47.6B — up 8.3% from $44B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new DG positions and 84 closed out — a net gain of 44 holders — while 451 added to existing stakes and 398 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $466M. The largest seller was BlackRock, cutting an estimated $202M.

  • 1,123 institutional investors held Dollar General (DG) as of Q3 2020, up from 1,088 in Q2 2020.
  • Funds reported $47.6B of Dollar General stock for Q3 2020, up 8.3% quarter-over-quarter.
  • 128 funds opened new Dollar General positions in Q3 2020 and 84 closed out, a net change of +44 holders.
  • The largest Dollar General buyer in Q3 2020 was Wellington Management Group, an estimated $466M added.
  • The largest Dollar General seller in Q3 2020 was BlackRock, an estimated $202M sold.

Based on aggregated 13F filings for Q3 2020.