Dollar General
652 hedge funds and large institutions have $16.6B invested in Dollar General in 2016 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 218 increasing their positions, 265 reducing their positions, and 116 closing their positions.
0.96% less ownership
Funds ownership: 85.77% → 84.81% (-0.96%)
8% less call options, than puts
Call options by funds: $191M | Put options by funds: $208M
3% less funds holding
Funds holding: 674 → 652 (-22)
15% less first-time investments, than exits
New positions opened: 99 | Existing positions closed: 116
18% less repeat investments, than reductions
Existing positions increased: 218 | Existing positions reduced: 265
28% less capital invested
Capital invested by funds: $22.9B → $16.6B (-$6.3B)
39% less funds holding in top 10
Funds holding in top 10: 28 → 17 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$338M |
| 2 |
JSP
Jackson Square Partners
Larkspur,
California
|
+$278M |
| 3 |
MC
Maverick Capital
Dallas,
Texas
|
+$226M |
| 4 |
Polen Capital Management
Boca Raton,
Florida
|
+$150M |
| 5 |
State Street
Boston,
Massachusetts
|
+$112M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
-$223M |
| 2 |
UIM
USS Investment Management
London,
United Kingdom
|
-$171M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$170M |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
-$149M |
| 5 |
Bank of New York Mellon
New York
|
-$136M |
DG Hedge Fund Activity: Q3 2016 in Review
652 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q3 2016, worth a combined $16.6B — down 28% from $22.9B a quarter earlier.
Sellers outnumbered buyers: 116 funds closed out of DG and 99 opened new positions — a net loss of 17 holders — while 265 trimmed existing stakes and 218 added.
The largest buyer was Capital International Investors, opening a new position worth an estimated $338M. The largest seller was VOYA Investment Management, cutting an estimated $223M.
- 652 institutional investors held Dollar General (DG) as of Q3 2016, down from 674 in Q2 2016.
- Funds reported $16.6B of Dollar General stock for Q3 2016, down 28% quarter-over-quarter.
- 99 funds opened new Dollar General positions in Q3 2016 and 116 closed out, a net change of -17 holders.
- The largest Dollar General buyer in Q3 2016 was Capital International Investors, an estimated $338M added.
- The largest Dollar General seller in Q3 2016 was VOYA Investment Management, an estimated $223M sold.
Based on aggregated 13F filings for Q3 2016.