We are live on ! Find out more
DG icon

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
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$104M +$1.59M +13,659 +2%
Russell Investments Group
52
Russell Investments Group
United Kingdom
$95.5M +$40.5M +348,039 +77%
PG
53
Pendal Group
Australia
$94.3M -$13.4M -115,468 -13%
TCIM
54
TIAA CREF Investment Management
New York
$94M -$126M -1,080,715 -58%
Ameriprise
55
Ameriprise
Minnesota
$93.9M -$34M -292,480 -27%
Arrowstreet Capital
56
Arrowstreet Capital
Massachusetts
$87.1M -$28.2M -242,504 -25%
PI
57
PGGM Investments
Netherlands
$86.1M
Baird Financial Group
58
Baird Financial Group
Wisconsin
$82.8M -$2.54M -21,856 -3%
WRF
59
Waddell & Reed Financial
Kansas
$80.7M -$4.99M -42,882 -6%
Mackenzie Financial
60
Mackenzie Financial
Ontario, Canada
$80M +$37.5M +322,139 +92%
CIP
61
Cornerstone Investment Partners
Georgia
$79.4M -$99.7K -857 -0.1%
CS
62
Credit Suisse
Switzerland
$76.8M +$10.4M +89,088 +16%
Barclays
63
Barclays
United Kingdom
$76.6M +$44.9M +386,153 +151%
Citadel Advisors
64
Citadel Advisors
Florida
$72.5M -$118M -1,016,063 -63%
USAA
65
United Services Automobile Association
Texas
$72.2M +$854K +7,339 +1%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$68.8M +$4.98M +42,787 +8%
Jennison Associates
67
Jennison Associates
New York
$65.1M -$5.2M -44,670 -8%
H
68
Hexavest
Quebec, Canada
$63.4M +$3.02M +25,985 +5%
Victory Capital Management
69
Victory Capital Management
Texas
$62.6M +$1.54M +13,278 +3%
JWBC
70
John W. Bristol & Co
New York
$61.2M -$8.79M -75,565 -13%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$61M -$1M -8,600 -2%
CAM
72
Congress Asset Management
Massachusetts
$60.8M +$3.67M +31,564 +7%
TA
73
Teachers Advisors
New York
$57.6M +$9.56M +82,147 +20%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$56M -$1.93M -16,627 -3%
Fidelity International
75
Fidelity International
Bermuda
$56M -$26.8M -230,018 -33%

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.