We are live on ! Find out more
DG icon

Dollar General

847 hedge funds and large institutions have $29.6B invested in Dollar General in 2019 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 336 increasing their positions, 291 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 54

16% more call options, than puts

Call options by funds: $338M | Put options by funds: $292M

15% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 291

9% more capital invested

Capital invested by funds: $27.3B → $29.6B (+$2.32B)

7% more funds holding

Funds holding: 792847 (+55)

1.08% less ownership

Funds ownership: 97.17%96.09% (-1.1%)

25% less funds holding in top 10

Funds holding in top 10: 3224 (-8)

Holders
847
Holders Change
+55
Holders Change %
+6.94%
% of All Funds
18.33%
Holding in Top 10
24
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25%
% of All Funds
0.52%
New
113
Increased
336
Reduced
291
Closed
54
Calls
$338M
Puts
$292M
Net Calls
+$45.9M
Net Calls Change
+$168M
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
501
Johnson Investment Counsel
Ohio
$811K -$29K -249 -4%
AAP
502
Aristotle Atlantic Partners
Florida
$801K +$781K +6,714 New
JM
503
Jeneq Management
New York
$799K +$779K +6,700 New
SP
504
Symmetry Partners
Connecticut
$785K +$80.3K +690 +12%
IP
505
Intellectus Partners
California
$782K +$22K +189 +3%
RBA
506
Richard Bernstein Advisors
New York
$781K
Wealthfront Advisers
507
Wealthfront Advisers
California
$773K +$9.19K +79 +1%
AAM
508
Advisors Asset Management
Colorado
$772K +$228K +1,961 +44%
TA
509
Tiedemann Advisors
New York
$771K -$4.3K -37 -0.6%
MIM
510
Marco Investment Management
Georgia
$766K -$465 -4 -0.1%
JIC
511
Joel Isaacson & Co
New York
$762K
MWM
512
MorganRosel Wealth Management
Colorado
$760K +$741K +6,372 New
RBFC
513
Roman Butler Fullerton & Co
Missouri
$752K -$4.65K -40 -0.6%
TNBTD
514
Trustmark National Bank Trust Department
Mississippi
$751K -$1.4K -12 -0.2%
LIA
515
LS Investment Advisors
Michigan
$744K -$8.14K -70 -1%
EMG
516
Ellington Management Group
Connecticut
$740K +$721K +6,200 New
CPO
517
Cerity Partners OCIO
New York
$735K +$1.75K +15 +0.2%
TFS
518
TrustCore Financial Services
Tennessee
$729K +$711K +6,111 New
PI
519
PEAK6 Investments
Illinois
$727K +$709K +6,092 New
SPIA
520
Steward Partners Investment Advisory
New York
$718K +$169K +1,455 +32%
AIP
521
Ahrens Investment Partners
Louisiana
$716K -$122K -1,050 -15%
CSS
522
Cubist Systematic Strategies
Connecticut
$706K +$445K +3,828 +183%
GRP
523
Global Retirement Partners
California
$703K -$68.9K -592 -9%
DI
524
DAGCO Inc
Ohio
$702K +$44.9K +386 +7%
Simplex Trading
525
Simplex Trading
Illinois
$700K +$683K +5,872 New

DG Hedge Fund Activity: Q1 2019 in Review

847 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q1 2019, worth a combined $29.6B — up 8.5% from $27.3B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new DG positions and 54 closed out — a net gain of 59 holders — while 336 added to existing stakes and 291 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $282M. The largest seller was Longview Partners, cutting an estimated $478M.

  • 847 institutional investors held Dollar General (DG) as of Q1 2019, up from 792 in Q4 2018.
  • Funds reported $29.6B of Dollar General stock for Q1 2019, up 8.5% quarter-over-quarter.
  • 113 funds opened new Dollar General positions in Q1 2019 and 54 closed out, a net change of +59 holders.
  • The largest Dollar General buyer in Q1 2019 was Massachusetts Financial Services, an estimated $282M added.
  • The largest Dollar General seller in Q1 2019 was Longview Partners, an estimated $478M sold.

Based on aggregated 13F filings for Q1 2019.