We are live on ! Find out more
DG icon

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
NFG
726
Next Financial Group
Texas
$646K +$49.2K +250 +9%
WSCM
727
Wellington Shields Capital Management
New York
$644K +$315K +1,600 +109%
IFWM
728
Institute for Wealth Management
Colorado
$643K +$70.2K +357 +13%
Luther King Capital Management (LKCM)
729
Luther King Capital Management (LKCM)
Texas
$633K +$3.74K +19 +0.6%
MYIA
730
Mount Yale Investment Advisors
Colorado
$633K +$26.6K +135 +5%
CW
731
CreativeOne Wealth
Kansas
$631K +$74K +376 +14%
KAS
732
Kemnay Advisory Services
New York
$630K +$591K +3,006 New
CPA
733
Court Place Advisors
Maryland
$628K +$56.1K +285 +11%
SC
734
SRB Corp
Massachusetts
$619K +$581K +2,953 New
RIM
735
Rampart Investment Management
Connecticut
$613K -$1.79M -9,115 -76%
TCM
736
Twin Capital Management
Pennsylvania
$613K -$11.2K -57 -2%
TW
737
TrinityPoint Wealth
Connecticut
$613K +$575K +2,925 New
EWM
738
Empirical Wealth Management
Washington
$611K +$573K +2,913 New
MAM
739
Morse Asset Management
Connecticut
$608K +$216K +1,100 +61%
CAM
740
Cresset Asset Management
Illinois
$604K +$66.5K +338 +13%
RCAG
741
Rehmann Capital Advisory Group
Michigan
$603K +$24.2K +123 +4%
SLAM
742
Swiss Life Asset Management
$599K -$5.06M -25,711 -90%
IGGA
743
Iron Gate Global Advisors
Utah
$597K +$252K +1,279 +81%
KA
744
Kintegral Advisory
New York
$596K -$17.9K -91 -3%
HIS
745
Harvest Investment Services
Illinois
$594K -$5.51K -28 -1%
PP
746
Patten & Patten
Tennessee
$594K +$197 +1 +0%
CRCM
747
Corbett Road Capital Management
Virginia
$590K +$20.7K +105 +4%
AB
748
Atlas Brown
Kentucky
$586K
IWC
749
Integrated Wealth Concepts
Massachusetts
$582K +$41.1K +209 +8%
DCM
750
Donaldson Capital Management
Indiana
$582K +$546K +2,778 New

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.