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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
CIA
801
CSat Investment Advisory
Michigan
$9K -$931 -8 -9%
KC
802
Knuff & Co
California
$9K
PWMG
803
Prestige Wealth Management Group
New Jersey
$8K -$19.8K -170 -72%
NWA
804
New World Advisors
Massachusetts
$8K +$7.56K +65 New
RE
805
RBC Europe
United Kingdom
$7.16K
DAM
806
Delta Asset Management
Tennessee
$7K
HI
807
Human Investing
Oregon
$7K
TIM
808
Tortoise Investment Management
New York
$7K
VCM
809
Versant Capital Management
Arizona
$7K
CI
810
CX Institutional
Indiana
$7K +$5.7K +49 +445%
CHP
811
Cable Hill Partners
Oregon
$6K
CAGAS
812
Capital Advisory Group Advisory Services
Minnesota
$6K
PCA
813
Peddock Capital Advisors
Massachusetts
$6K
PCA
814
Providence Capital Advisors
North Carolina
$6K
SJIM
815
St. Johns Investment Management
Florida
$6K
WAP
816
Wealthcare Advisory Partners
Pennsylvania
$6K
FNB
817
Farmers National Bank
Kentucky
$6K +$5.82K +50 New
TFA
818
Toth Financial Advisory
Virginia
$5K
First Manhattan
819
First Manhattan
New York
$5K +$1.4K +12 +40%
FMTCOCP
820
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K +$4.42K +38 New
CB
821
CNB Bank
Pennsylvania
$5K +$4.65K +40 New
TA
822
Thor Advisors
New York
$5K +$4.65K +40 New
CFA
823
Camarda Financial Advisors
Florida
$5K +$5K +43 New
SWP
824
Strategic Wealth Partners
Ohio
$5K +$5.12K +44 New
LFASL
825
Lugano Financial Advisors SA (LFA)
Switzerland
$5K +$5.35K +46 New

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.