Dollar General
1,138 hedge funds and large institutions have $45.6B invested in Dollar General in 2021 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 453 increasing their positions, 422 reducing their positions, and 77 closing their positions.
13% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 77
1.31% more ownership
Funds ownership: 91.34% → 92.65% (+1.3%)
7% more repeat investments, than reductions
Existing positions increased: 453 | Existing positions reduced: 422
0% less funds holding
Funds holding: 1,141 → 1,138 (-3)
2% less capital invested
Capital invested by funds: $46.4B → $45.6B (-$788M)
8% less call options, than puts
Call options by funds: $477M | Put options by funds: $519M
9% less funds holding in top 10
Funds holding in top 10: 23 → 21 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$449M |
| 2 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
+$282M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$213M |
| 4 |
BlackRock
New York
|
+$150M |
| 5 |
JP Morgan Chase
New York
|
+$90.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$166M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$159M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$131M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$89.2M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$77.6M |
DG Hedge Fund Activity: Q3 2021 in Review
1,138 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q3 2021, worth a combined $45.6B — down 1.7% from $46.4B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new DG positions and 77 closed out — a net gain of 10 holders — while 453 added to existing stakes and 422 trimmed.
The largest buyer was Capital World Investors, adding an estimated $449M. The largest seller was T. Rowe Price Associates, cutting an estimated $166M.
- 1,138 institutional investors held Dollar General (DG) as of Q3 2021, down from 1,141 in Q2 2021.
- Funds reported $45.6B of Dollar General stock for Q3 2021, down 1.7% quarter-over-quarter.
- 87 funds opened new Dollar General positions in Q3 2021 and 77 closed out, a net change of +10 holders.
- The largest Dollar General buyer in Q3 2021 was Capital World Investors, an estimated $449M added.
- The largest Dollar General seller in Q3 2021 was T. Rowe Price Associates, an estimated $166M sold.
Based on aggregated 13F filings for Q3 2021.