Dollar General
1,089 hedge funds and large institutions have $44B invested in Dollar General in 2020 Q2 according to their latest regulatory filings, with 199 funds opening new positions, 389 increasing their positions, 376 reducing their positions, and 72 closing their positions.
176% more first-time investments, than exits
New positions opened: 199 | Existing positions closed: 72
23% more capital invested
Capital invested by funds: $35.9B → $44B (+$8.09B)
12% more funds holding
Funds holding: 969 → 1,089 (+120)
4% more call options, than puts
Call options by funds: $399M | Put options by funds: $382M
3% more repeat investments, than reductions
Existing positions increased: 389 | Existing positions reduced: 376
2.77% less ownership
Funds ownership: 94.57% → 91.8% (-2.8%)
4% less funds holding in top 10
Funds holding in top 10: 47 → 45 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$323M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$164M |
| 3 |
A
AustralianSuper
Melbourne,
Australia
|
+$156M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$140M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$108M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$635M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$462M |
| 3 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$202M |
| 4 |
JP Morgan Chase
New York
|
-$168M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$162M |
DG Hedge Fund Activity: Q2 2020 in Review
1,089 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q2 2020, worth a combined $44B — up 23% from $35.9B a quarter earlier.
Buyers outnumbered sellers: 199 funds opened new DG positions and 72 closed out — a net gain of 127 holders — while 389 added to existing stakes and 376 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $323M. The largest seller was BlackRock, cutting an estimated $635M.
- 1,089 institutional investors held Dollar General (DG) as of Q2 2020, up from 969 in Q1 2020.
- Funds reported $44B of Dollar General stock for Q2 2020, up 23% quarter-over-quarter.
- 199 funds opened new Dollar General positions in Q2 2020 and 72 closed out, a net change of +127 holders.
- The largest Dollar General buyer in Q2 2020 was Fidelity Investments, an estimated $323M added.
- The largest Dollar General seller in Q2 2020 was BlackRock, an estimated $635M sold.
Based on aggregated 13F filings for Q2 2020.