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
HNB
751
Huntington National Bank
Ohio
$578K +$10K +51 +2%
FEG
752
Financial Enhancement Group
Indiana
$577K -$7.67K -39 -1%
RT
753
Rockland Trust
Massachusetts
$577K +$1.18K +6 +0.2%
CQS
754
Credential Qtrade Securities
$567K -$163K -828 -23%
MA
755
Mutual Advisors
Nebraska
$563K +$13.6K +69 +3%
GTAM
756
Global Trust Asset Management
Florida
$558K -$246K -1,250 -32%
RJT
757
Raymond James Trust
Florida
$558K +$70.4K +358 +16%
Fuller & Thaler Asset Management
758
Fuller & Thaler Asset Management
California
$557K +$183K +930 +54%
JWBC
759
J.W. Burns & Co
New York
$555K +$2.56K +13 +0.5%
WAM
760
Weatherly Asset Management
California
$547K
ED
761
Exane Derivatives
France
$545K +$45.2K +230 +10%
PCC
762
Park Circle Company
Maryland
$537K +$504K +2,560 New
MWC
763
MBM Wealth Consultants
Missouri
$536K +$19.7K +100 +4%
EH
764
Equitable Holdings
New York
$531K -$104K -527 -17%
SW
765
SVB Wealth
Massachusetts
$530K +$497K +2,527 New
VC
766
Veracity Capital
Georgia
$530K +$497K +2,528 New
FMLI
767
Fukoku Mutual Life Insurance
Japan
$524K +$492K +2,500 New
HIM
768
Hillsdale Investment Management
Ontario, Canada
$523K +$4.92K +25 +1%
SF
769
Synovus Financial
Georgia
$519K +$26.4K +134 +6%
BUB
770
BBVA USA Bancshares
Texas
$518K -$109K -552 -18%
PFG
771
PAX Financial Group
Texas
$518K +$9.24K +47 +2%
PAI
772
Pittenger & Anderson Inc
Nebraska
$517K +$11.8K +60 +2%
CB
773
Community Bank
New York
$516K +$10.8K +55 +2%
CCA
774
Checchi Capital Advisers
California
$513K -$11K -56 -2%
DT
775
Diversified Trust
Tennessee
$512K -$226K -1,148 -32%

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.