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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
LCP
626
Legacy Capital Partners
Wisconsin
$288K +$9.31K +80 +3%
AW
627
Alpha Windward
Massachusetts
$285K -$11.6K -100 -4%
BFEC
628
Benjamin F. Edwards & Company
Missouri
$280K +$30.7K +264 +13%
DC
629
Davenport & Co
Virginia
$279K +$32.5K +279 +14%
WS
630
Wedbush Securities
California
$277K -$14.3K -123 -5%
PTC
631
Philadelphia Trust Company
Pennsylvania
$271K +$265K +2,275 New
NICM
632
Neo Ivy Capital Management
New York
$269K +$263K +2,261 New
GCM
633
Gunderson Capital Management
South Carolina
$266K +$260K +2,232 New
CB
634
Community Bank
New York
$264K
EWA
635
ERTS Wealth Advisors
Michigan
$264K
GI
636
Gradient Investments
Minnesota
$264K +$249K +2,141 +2,817%
TCM
637
Teza Capital Management
Illinois
$264K +$257K +2,210 New
PLFAM
638
Pineno Levin & Ford Asset Management
Virginia
$263K
RJT
639
Raymond James Trust
Florida
$262K -$92.2K -793 -26%
S
640
SignatureFD
Georgia
$261K +$36.5K +314 +17%
RG
641
Rikoon Group
New Mexico
$260K -$46.5K -400 -16%
FCI
642
Financial Counselors Inc
Kansas
$259K +$253K +2,172 New
VIM
643
Vista Investment Management
Pennsylvania
$256K +$22.1K +190 +10%
MWPCG
644
Measured Wealth Private Client Group
New Hampshire
$255K +$249K +2,140 New
CWM
645
Cornerstone Wealth Management
Missouri
$252K +$84.9K +730 New
SIA
646
SeaBridge Investment Advisors
New Jersey
$246K -$165K -1,422 -41%
HAG
647
HighPoint Advisor Group
Illinois
$242K +$26.8K +230 +13%
NIM
648
NuWave Investment Management
New Jersey
$241K +$222K +1,912 +1,723%
SFA
649
Sequoia Financial Advisors
Ohio
$240K +$931 +8 +0.4%
DAS
650
Dynamic Advisor Solutions
Arizona
$239K -$482K -4,146 -67%

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.