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Dollar General

1,123 hedge funds and large institutions have $47.6B invested in Dollar General in 2020 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 451 increasing their positions, 398 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 84

39% more call options, than puts

Call options by funds: $546M | Put options by funds: $393M

13% more repeat investments, than reductions

Existing positions increased: 451 | Existing positions reduced: 398

8% more capital invested

Capital invested by funds: $44B → $47.6B (+$3.67B)

3% more funds holding

Funds holding: 1,0881,123 (+35)

0.35% less ownership

Funds ownership: 91.8%91.45% (-0.35%)

16% less funds holding in top 10

Funds holding in top 10: 4538 (-7)

Holders
1,123
Holders Change
+35
Holders Change %
+3.22%
% of All Funds
22.66%
Holding in Top 10
38
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-15.56%
% of All Funds
0.77%
New
128
Increased
451
Reduced
398
Closed
84
Calls
$546M
Puts
$393M
Net Calls
+$153M
Net Calls Change
+$136M
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
676
Cetera Advisor Networks
California
$807K +$550K +2,796 +265%
FFA
677
Founders Financial Alliance
North Carolina
$803K +$718K +3,648 New
PIM
678
Penobscot Investment Management
Massachusetts
$803K +$754K +3,833 New
FIM
679
Freedom Investment Management
Connecticut
$801K +$751K +3,820 New
AIP
680
Ameritas Investment Partners
Nebraska
$798K -$43.3K -220 -5%
BWL
681
Bogart Wealth LLC
Virginia
$796K +$119K +604 +19%
CL
682
CIM LLC
New York
$792K +$115K +586 +19%
HB
683
Homrich & Berg
Georgia
$791K -$194K -984 -21%
CAAS
684
Capital Asset Advisory Services
Michigan
$782K -$17.5K -89 -2%
VCM
685
Vigilant Capital Management
Maine
$776K -$93.4K -475 -11%
AC
686
Avestar Capital
New York
$776K +$720K +3,660 New
PA
687
Parallel Advisors
California
$774K +$58.4K +297 +9%
Walleye Trading
688
Walleye Trading
New York
$772K +$165K +837 +29%
VIA
689
Vident Investment Advisory
Georgia
$766K -$18.9K -96 -3%
CI
690
Conning Inc
Connecticut
$763K +$5.9K +30 +0.8%
IP
691
Intellectus Partners
California
$761K -$47.6K -242 -6%
MWM
692
Meridian Wealth Management
Kentucky
$755K +$38.4K +195 +6%
QSS
693
Quantitative Systematic Strategies
Florida
$755K +$198K +1,005 +39%
SMC
694
Smith, Moore & Co
Missouri
$752K +$78.1K +397 +12%
DC
695
Davenport & Co
Virginia
$745K +$22.6K +115 +3%
VIM
696
Veritas Investment Management
United Kingdom
$744K -$39.3K -200 -5%
CWM
697
Chesapeake Wealth Management
Virginia
$743K +$320K +1,626 +85%
VPIM
698
Vanguard Personalized Indexing Management
California
$736K +$98.5K +501 +17%
JF
699
Jump Financial
Illinois
$734K +$688K +3,500 New
WG
700
Welch Group
Alabama
$733K -$15.7K -80 -2%

DG Hedge Fund Activity: Q3 2020 in Review

1,123 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q3 2020, worth a combined $47.6B — up 8.3% from $44B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new DG positions and 84 closed out — a net gain of 44 holders — while 451 added to existing stakes and 398 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $466M. The largest seller was BlackRock, cutting an estimated $202M.

  • 1,123 institutional investors held Dollar General (DG) as of Q3 2020, up from 1,088 in Q2 2020.
  • Funds reported $47.6B of Dollar General stock for Q3 2020, up 8.3% quarter-over-quarter.
  • 128 funds opened new Dollar General positions in Q3 2020 and 84 closed out, a net change of +44 holders.
  • The largest Dollar General buyer in Q3 2020 was Wellington Management Group, an estimated $466M added.
  • The largest Dollar General seller in Q3 2020 was BlackRock, an estimated $202M sold.

Based on aggregated 13F filings for Q3 2020.