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Dollar General

452 hedge funds and large institutions have $16.8B invested in Dollar General in 2013 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 152 increasing their positions, 179 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more call options, than puts

Call options by funds: $398M | Put options by funds: $159M

89% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 38

10% more capital invested

Capital invested by funds: $15.3B → $16.8B (+$1.49B)

7% more funds holding

Funds holding: 422452 (+30)

0.67% less ownership

Funds ownership: 92.79%92.12% (-0.67%)

3% less funds holding in top 10

Funds holding in top 10: 3231 (-1)

15% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 179

Holders
452
Holders Change
+30
Holders Change %
+7.11%
% of All Funds
14.65%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
1%
New
72
Increased
152
Reduced
179
Closed
38
Calls
$398M
Puts
$159M
Net Calls
+$239M
Net Calls Change
+$87.6M

DG Hedge Fund Activity: Q3 2013 in Review

452 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q3 2013, worth a combined $16.8B — up 9.8% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new DG positions and 38 closed out — a net gain of 34 holders — while 152 added to existing stakes and 179 trimmed.

The largest buyer was Lone Pine Capital, adding an estimated $221M. The largest seller was Kohlberg Kravis Roberts & Co, cutting an estimated $506M.

  • 452 institutional investors held Dollar General (DG) as of Q3 2013, up from 422 in Q2 2013.
  • Funds reported $16.8B of Dollar General stock for Q3 2013, up 9.8% quarter-over-quarter.
  • 72 funds opened new Dollar General positions in Q3 2013 and 38 closed out, a net change of +34 holders.
  • The largest Dollar General buyer in Q3 2013 was Lone Pine Capital, an estimated $221M added.
  • The largest Dollar General seller in Q3 2013 was Kohlberg Kravis Roberts & Co, an estimated $506M sold.

Based on aggregated 13F filings for Q3 2013.