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
LCM
651
Liberty Capital Management
Michigan
$1.05M +$1.07M +4,995 New
WTC
652
WhitTier Trust Company
Nevada
$1.05M
LNC
653
Lincoln National Corp
Pennsylvania
$1.05M -$20.3K -95 -2%
JIC
654
Johnson Investment Counsel
Ohio
$1.04M -$34K -159 -3%
PFO
655
Pathstone Family Office
New Jersey
$1.03M +$1.02M +4,775 +3,460%
TFS
656
TrustCore Financial Services
Tennessee
$1.03M +$21.6K +101 +2%
FG
657
Fiduciary Group
Georgia
$1.03M +$681K +3,188 +163%
APA
658
American Portfolios Advisors
New York
$1.02M -$42.9K -201 -4%
CTC
659
Central Trust Company
Missouri
$1.02M -$14.7K -69 -1%
IBOK
660
Independence Bank of Kentucky
Kentucky
$991K -$225K -1,055 -18%
NAM
661
NorthCoast Asset Management
Connecticut
$970K +$131K +612 +15%
Bank Julius Baer & Co
662
Bank Julius Baer & Co
Switzerland
$967K +$563K +2,637 +134%
SIM
663
Sonora Investment Management
Arizona
$966K +$819K +3,835 +505%
PM
664
Parametrica Management
Hong Kong
$963K +$977K +4,573 New
BWL
665
Bogart Wealth LLC
Virginia
$957K +$161K +754 +20%
CAM
666
Cypress Asset Management
Texas
$946K -$5.34K -25 -0.6%
IA
667
IFG Advisory
Georgia
$942K -$76.7K -359 -7%
NO
668
Ninety One
South Africa
$939K -$204K -955 -18%
OC
669
Oakworth Capital
Alabama
$930K -$3.2K -15 -0.3%
WA
670
Wambolt & Associates
Colorado
$916K +$251K +1,173 +37%
ANRIA
671
American National Registered Investment Advisor
Texas
$914K
V
672
Veritable
Delaware
$906K -$6.41K -30 -0.7%
WG
673
Welch Group
Alabama
$903K +$170K +797 +23%
ESCM
674
Echo Street Capital Management
New York
$899K +$913K +4,274 New
EWM
675
Empirical Wealth Management
Washington
$886K +$278K +1,302 +45%

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.