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Dollar General
DG

708 hedge funds and large institutions have $23B invested in Dollar General in 2017 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 224 increasing their positions, 246 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 44

56% more funds holding in top 10

Funds holding in top 10: 16 → 25 (+9)

18% more funds holding

Funds holding: 598 → 708 (+110)

16% more call options, than puts

Call options by funds: $324M | Put options by funds: $279M

14% more capital invested

Capital invested by funds: $20.1B → $23B (+$2.87B)

0.21% more ownership

Funds ownership: 90.72% → 90.93% (+0.21%)

9% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 246

Holders
708
Holders Change
+110
Holders Change %
+18.39%
% of All Funds
16.06%
Holding in Top 10
25
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+56.25%
% of All Funds
0.57%
New
158
Increased
224
Reduced
246
Closed
44
Calls
$324M
Puts
$279M
Net Calls
+$45.3M
Net Calls Change
+$4.53M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$244M
2
OAG
Orbis Allan Gray
Bermuda
+$180M
3
LCM
Laurion Capital Management
New York
+$81.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$60.5M
5
Morgan Stanley
Morgan Stanley
New York
+$57.6M

Top Sellers

1
Two Sigma Advisers
Two Sigma Advisers
New York
-$141M
2
Two Sigma Investments
Two Sigma Investments
New York
-$125M
3
DCM
Dorsal Capital Management
California
-$101M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$96.2M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$87.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
476
Ameritas Investment Partners
Nebraska
$524K -$17.9K -208 -4%
JG
477
Jefferies Group
New York
$517K +$478K +5,556 New
PAG
478
Private Advisor Group
New Jersey
$512K -$106K -1,230 -18%
TCM
479
Teza Capital Management
Illinois
$495K +$457K +5,318 New
AP
480
Advisor Partners
California
$494K +$5.85K +68 +1%
WG
481
Winton Group
United Kingdom
$479K -$318K -3,695 -42%
SS
482
Simplicity Solutions
Minnesota
$473K +$34.6K +402 +9%
FC
483
Fore Capital
New York
$465K +$430K +5,000 New
LP
484
LMR Partners
United Kingdom
$465K +$430K +5,004 New
VIA
485
Virtus Investment Advisers
Connecticut
$463K -$81.7K -950 -16%
WTC
486
WhitTier Trust Company
Nevada
$458K – – –
CAM
487
Cypress Asset Management
Texas
$451K – – –
HS
488
HighVista Strategies
Massachusetts
$446K -$43K -500 -9%
FRM
489
Fox Run Management
Connecticut
$446K +$412K +4,793 New
GCC
490
Game Creek Capital
Massachusetts
$446K +$413K +4,800 New
SC
491
Scotia Capital
Ontario, Canada
$441K -$1.23M -14,327 -75%
WAM
492
Weatherly Asset Management
California
$440K +$407K +4,736 New
SWM
493
SeaCrest Wealth Management
New York
$427K +$394K +4,586 New
RBA
494
Richard Bernstein Advisors
New York
$427K +$395K +4,594 New
DSC
495
Duncker Streett & Co
Missouri
$421K +$346K +4,025 +805%
ZCA
496
Zeke Capital Advisors
Pennsylvania
$410K +$23.6K +275 +7%
Neuberger Berman Group
497
Neuberger Berman Group
New York
$410K +$42.9K +499 +13%
IA
498
IFG Advisory
Georgia
$405K +$374K +4,355 New
PVH
499
Psagot Value Holdings
Israel
$404K -$2.06M -23,956 -85%
NGA
500
Naples Global Advisors
Florida
$399K -$6.45K -75 -2%
18 19
20
21 22

DG Hedge Fund Activity: Q4 2017 in Review

708 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q4 2017, worth a combined $23B — up 14% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new DG positions and 44 closed out — a net gain of 114 holders — while 224 added to existing stakes and 246 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $244M. The largest seller was Two Sigma Advisers, exiting entirely with an estimated $141M sold.

  • 708 institutional investors held Dollar General (DG) as of Q4 2017, up from 598 in Q3 2017.
  • Funds reported $23B of Dollar General stock for Q4 2017, up 14% quarter-over-quarter.
  • 158 funds opened new Dollar General positions in Q4 2017 and 44 closed out, a net change of +114 holders.
  • The largest Dollar General buyer in Q4 2017 was T. Rowe Price Associates, an estimated $244M added.
  • The largest Dollar General seller in Q4 2017 was Two Sigma Advisers, an estimated $141M sold.

Based on aggregated 13F filings for Q4 2017.