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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
RFA
726
Reilly Financial Advisors
California
$57K +$11.7K +101 +27%
AIM
727
Advantage Investment Management
Iowa
$56K -$10.7K -92 -16%
MIFH
728
Migdal Insurance & Financial Holdings
Israel
$55K -$4.3K -37 -7%
SLF
729
Sun Life Financial
Ontario, Canada
$53K -$33.4K -287 -39%
LC
730
Lindbrook Capital
California
$51K
PFGIA
731
Patriot Financial Group Insurance Agency
Massachusetts
$50K +$3.96K +34 +9%
AC
732
Avestar Capital
New York
$48K +$38.5K +331 +352%
OIA
733
OneDigital Investment Advisors
Kansas
$47K +$582 +5 +1%
FAM
734
Fred Alger Management
New York
$46K +$4.77K +41 +12%
TCOV
735
Trust Company of Vermont
Vermont
$45K -$7.56K -65 -15%
SIAS
736
Shine Investment Advisory Services
Colorado
$45K -$4.77K -41 -10%
CAW
737
Cornerstone Advisors (Washington)
Washington
$44K +$11.9K +102 +38%
ST
738
Smithfield Trust
Pennsylvania
$44K +$39.2K +337 +963%
OFW
739
Omnia Family Wealth
Florida
$42K -$13.5K -116 -25%
ZB
740
Zions Bancorporation
Utah
$40K +$39.2K +337 New
PCM
741
Penserra Capital Management
California
$39K +$36.3K +312 New
OFS
742
Orrstown Financial Services
Pennsylvania
$37K
KPCM
743
Kings Point Capital Management
New York
$36K
ACA
744
Anchor Capital Advisors
Massachusetts
$35.9K -$676K -5,815 -2%
ADL
745
Asset Dedication LLC
California
$34K
WAS
746
WESPAC Advisors SoCal
California
$33K
AWMS
747
Advocacy Wealth Management Services
Georgia
$32K
AF
748
Advisornet Financial
Minnesota
$32K +$14K +120 +83%
FANJ
749
Financial Architects (New Jersey)
New Jersey
$31K -$5.12K -44 -15%
VNA
750
Valley National Advisers
Pennsylvania
$31K -$1.28K -11 -4%

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.