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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
AI
576
Atom Investors
Texas
$455K +$443K +3,812 New
I
577
IberiaBank
Louisiana
$450K +$66K +567 +18%
FM
578
Foster & Motley
Ohio
$447K -$14.2K -122 -3%
VIM
579
Veritas Investment Management
United Kingdom
$447K
MWC
580
MBM Wealth Consultants
Missouri
$439K +$17.2K +148 +4%
KMWM
581
Keudell/Morrison Wealth Management
Oregon
$434K +$424K +3,641 New
Cetera Investment Advisers
582
Cetera Investment Advisers
Illinois
$428K -$99.9K -859 -19%
BPCE
583
Bank Pictet & Cie (Europe)
Germany
$425K
PAG
584
Private Advisor Group
New Jersey
$421K -$137K -1,177 -25%
ECM
585
Everence Capital Management
Indiana
$419K +$408K +3,510 New
PP
586
Patten & Patten
Tennessee
$418K +$233 +2 +0.1%
NC
587
Noked Capital
Israel
$418K +$407K +3,500 New
NI
588
Noked Israel
Israel
$418K +$407K +3,500 New
SMC
589
Smith, Moore & Co
Missouri
$413K +$402K +3,460 New
MFG
590
Merit Financial Group
Georgia
$410K +$400K +3,437 New
BIM
591
Bridges Investment Management
Nebraska
$406K -$217K -1,862 -35%
MAFM
592
Mid Atlantic Financial Management
Pennsylvania
$403K -$88.4K -760 -18%
Mariner
593
Mariner
Kansas
$400K +$164K +1,406 +72%
SFS
594
Sowell Financial Services
Arkansas
$398K +$21.5K +185 +6%
FEG
595
Financial Enhancement Group
Indiana
$388K -$109K -933 -22%
FQ
596
First Quadrant
California
$370K -$52.5K -451 -13%
YMRC
597
Yorktown Management & Research Company
Virginia
$370K
PGA
598
Premia Global Advisors
Florida
$370K +$362K +3,111 New
GT
599
Glenview Trust
Kentucky
$365K
WAM
600
Wealthspire Advisors (Maryland)
Maryland
$363K +$6.63K +57 +2%

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.