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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
LFA
776
Legacy Financial Advisors
Kentucky
$16K +$349 +3 +2%
AF
777
Arrow Financial
New York
$15K
KPW
778
Kore Private Wealth
New York
$15K +$3.14K +27 +27%
RTC
779
Riverview Trust Company
Washington
$14K
WEC
780
Winslow Evans & Crocker
Massachusetts
$14K
HR
781
Howe & Rusling
New York
$14K +$1.16K +10 +9%
BCI
782
Brinker Capital Investments
Pennsylvania
$13K -$4.89K -42 -28%
TL
783
TrueWealth LLC
Georgia
$13K
FMII
784
Farmers & Merchants Investments Inc
Nebraska
$13K +$233 +2 +2%
SMFS
785
Squar Milner Financial Services
California
$13K +$10.1K +87 +363%
KTC
786
Kistler-Tiffany Companies
Pennsylvania
$13K +$12.8K +110 New
DBT
787
Dubuque Bank & Trust
Iowa
$12K -$2.91K -25 -20%
MSFP
788
Mark Sheptoff Financial Planning
Connecticut
$12K
WC
789
Whitnell & Co
Illinois
$12K
OWD
790
Osborn Williams & Donohoe
Ohio
$12K +$11.1K +95 New
BWM
791
BerganKDV Wealth Management
Minnesota
$12K +$11.6K +100 New
JFA
792
JNBA Financial Advisors
Minnesota
$11K
WAS
793
Winch Advisory Services
Wisconsin
$11K
GSWM
794
Golden State Wealth Management
California
$11K +$10.5K +90 New
RIA
795
Realta Investment Advisors
Delaware
$11K +$10.7K +92 New
MPWT
796
MassMutual Private Wealth & Trust
Connecticut
$10.1K -$5.82K -50 -37%
TC
797
Trust Company
Kansas
$10K -$23.3K -200 -69%
IF
798
Ironwood Financial
Arizona
$10K
SIS
799
Sound Income Strategies
Florida
$10K
DWM
800
Destination Wealth Management
California
$10K +$931 +8 +10%

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.