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Dollar General

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: 1,0881,123 (+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: 4538 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
501
Wealthspire Advisors (Maryland)
Maryland
$2.13M +$1.34M +6,797 +203%
AFWM
502
AMJ Financial Wealth Management
Virginia
$2.12M +$194K +988 +11%
WANY
503
Wealthspire Advisors (New York)
New York
$2.11M +$399K +2,028 +25%
MYAM
504
Meiji Yasuda Asset Management
Japan
$2.1M -$423K -2,150 -18%
PVH
505
Psagot Value Holdings
Israel
$2.09M -$530K -2,693 -21%
DSC
506
Duncker Streett & Co
Missouri
$2.07M +$173K +880 +10%
NC
507
NewSquare Capital
Pennsylvania
$2.04M +$432K +2,197 +29%
MSWM
508
Mader & Shannon Wealth Management
Missouri
$2.04M +$40.1K +204 +2%
RCA
509
Resonant Capital Advisors
Wisconsin
$2.02M -$51.1K -260 -3%
WKWM
510
Walter & Keenan Wealth Management
Indiana
$2.02M -$9.83K -50 -0.5%
MAM
511
Meeder Asset Management
Ohio
$2.01M -$2.63M -13,381 -58%
IRF
512
IBM Retirement Fund
New York
$2.01M +$452K +2,299 +32%
PFM
513
Parsec Financial Management
North Carolina
$2M -$66.1K -336 -3%
IA
514
IFP Advisors
Florida
$1.99M +$74.5K +379 +4%
ECM
515
ETrade Capital Management
Virginia
$1.98M +$184K +938 +11%
HC
516
Hendley & Co
Ohio
$1.97M +$135K +685 +8%
JIR
517
James Investment Research
Ohio
$1.97M -$255K -1,294 -12%
BST
518
Bath Savings Trust
Maine
$1.96M +$1.18M +5,982 +178%
SP
519
Symmetry Partners
Connecticut
$1.92M +$604K +3,071 +51%
LCM
520
Laurion Capital Management
New York
$1.9M -$2.47M -12,555 -58%
SS
521
Simplicity Solutions
Minnesota
$1.9M -$1.13M -5,724 -39%
YIA
522
YHB Investment Advisors
Connecticut
$1.89M +$1.78M +9,036 New
Fiera Capital (Canada)
523
Fiera Capital (Canada)
Quebec, Canada
$1.89M +$282K +1,433 +19%
PI
524
PEAK6 Investments
Illinois
$1.88M -$3.76M -19,138 -68%
HSA
525
HBK Sorce Advisory
Pennsylvania
$1.87M -$260K -1,322 -13%

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.