We are live on ! Find out more
DG icon

Dollar General

1,194 hedge funds and large institutions have $46.7B invested in Dollar General in 2020 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 473 increasing their positions, 411 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 80

15% more repeat investments, than reductions

Existing positions increased: 473 | Existing positions reduced: 411

6% more funds holding

Funds holding: 1,1231,194 (+71)

2% less capital invested

Capital invested by funds: $47.6B → $46.7B (-$909M)

8% less call options, than puts

Call options by funds: $394M | Put options by funds: $427M

1.05% less ownership

Funds ownership: 91.45%90.41% (-1%)

37% less funds holding in top 10

Funds holding in top 10: 3824 (-14)

Holders
1,194
Holders Change
+71
Holders Change %
+6.32%
% of All Funds
21.13%
Holding in Top 10
24
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-36.84%
% of All Funds
0.42%
New
165
Increased
473
Reduced
411
Closed
80
Calls
$394M
Puts
$427M
Net Calls
-$32.7M
Net Calls Change
-$186M
Name Holding Trade Value Shares
Change
Change in
Stake
MYAM
526
Meiji Yasuda Asset Management
Japan
$2.12M +$10.7K +50 +0.5%
IAA
527
Independent Advisor Alliance
North Carolina
$2.11M -$34.4K -161 -2%
HW
528
Hancock Whitney
Mississippi
$2.08M +$451K +2,111 +27%
QT
529
Quantbot Technologies
New York
$2.06M +$2.09M +9,778 New
Vontobel Holding
530
Vontobel Holding
Switzerland
$2.04M +$2.19M +10,269 New
RCA
531
Resonant Capital Advisors
Wisconsin
$2.04M +$5.77K +27 +0.3%
OPS
532
Orion Portfolio Solutions
Nebraska
$2.03M +$676K +3,163 +49%
WKWM
533
Walter & Keenan Wealth Management
Indiana
$2.02M
IWP
534
Icon Wealth Partners
Texas
$2.01M +$421K +1,972 +26%
SP
535
Symmetry Partners
Connecticut
$2.01M +$91.2K +427 +5%
PFM
536
Parsec Financial Management
North Carolina
$2M
YIA
537
YHB Investment Advisors
Connecticut
$2M +$97.2K +455 +5%
SMG
538
Spectrum Management Group
Indiana
$1.98M +$204K +956 +11%
CCM
539
Covington Capital Management
California
$1.97M +$124K +580 +7%
IRF
540
IBM Retirement Fund
New York
$1.97M -$48.3K -226 -2%
BOTW
541
Bank of the West
California
$1.94M +$355K +1,661 +22%
AHC
542
Anderson Hoagland & Co
Missouri
$1.94M +$34K +159 +2%
SIP
543
Stoneridge Investment Partners
Pennsylvania
$1.93M +$1.54M +7,207 +369%
Fiera Capital (Canada)
544
Fiera Capital (Canada)
Quebec, Canada
$1.93M +$34.4K +161 +2%
CNBTD
545
Citizens National Bank Trust Department
Mississippi
$1.92M +$117K +550 +6%
TFS
546
Thoroughbred Financial Services
Tennessee
$1.92M +$61.7K +289 +3%
PG
547
Pendal Group
Australia
$1.88M -$1.04M -4,866 -35%
HCCM
548
Hudson Canyon Capital Management
New York
$1.87M +$1.9M +8,875 New
CCA
549
Catalyst Capital Advisors
New York
$1.86M -$286K -1,341 -13%
FWCM
550
Ferguson Wellman Capital Management
Oregon
$1.85M

DG Hedge Fund Activity: Q4 2020 in Review

1,194 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q4 2020, worth a combined $46.7B — down 1.9% from $47.6B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new DG positions and 80 closed out — a net gain of 85 holders — while 473 added to existing stakes and 411 trimmed.

The largest buyer was BlueSpruce Investments, adding an estimated $196M. The largest seller was T. Rowe Price Associates, cutting an estimated $343M.

  • 1,194 institutional investors held Dollar General (DG) as of Q4 2020, up from 1,123 in Q3 2020.
  • Funds reported $46.7B of Dollar General stock for Q4 2020, down 1.9% quarter-over-quarter.
  • 165 funds opened new Dollar General positions in Q4 2020 and 80 closed out, a net change of +85 holders.
  • The largest Dollar General buyer in Q4 2020 was BlueSpruce Investments, an estimated $196M added.
  • The largest Dollar General seller in Q4 2020 was T. Rowe Price Associates, an estimated $343M sold.

Based on aggregated 13F filings for Q4 2020.