Dollar General
981 hedge funds and large institutions have $36.8B invested in Dollar General in 2019 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 338 increasing their positions, 374 reducing their positions, and 52 closing their positions.
163% more first-time investments, than exits
New positions opened: 137 | Existing positions closed: 52
8% more funds holding
Funds holding: 908 → 981 (+73)
0.08% less ownership
Funds ownership: 92.86% → 92.78% (-0.08%)
3% less capital invested
Capital invested by funds: $37.8B → $36.8B (-$1.02B)
10% less repeat investments, than reductions
Existing positions increased: 338 | Existing positions reduced: 374
24% less call options, than puts
Call options by funds: $336M | Put options by funds: $440M
43% less funds holding in top 10
Funds holding in top 10: 37 → 21 (-16)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$777M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$168M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$137M |
| 4 |
Squarepoint
New York
|
+$122M |
| 5 |
BlackRock
New York
|
+$118M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$932M |
| 2 |
EIP
Epoch Investment Partners
New York
|
-$146M |
| 3 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$107M |
| 4 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$94M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$88.4M |
DG Hedge Fund Activity: Q4 2019 in Review
981 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q4 2019, worth a combined $36.8B — down 2.7% from $37.8B a quarter earlier.
Buyers outnumbered sellers: 137 funds opened new DG positions and 52 closed out — a net gain of 85 holders — while 338 added to existing stakes and 374 trimmed.
The largest buyer was Capital World Investors, opening a new position worth an estimated $777M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $932M.
- 981 institutional investors held Dollar General (DG) as of Q4 2019, up from 908 in Q3 2019.
- Funds reported $36.8B of Dollar General stock for Q4 2019, down 2.7% quarter-over-quarter.
- 137 funds opened new Dollar General positions in Q4 2019 and 52 closed out, a net change of +85 holders.
- The largest Dollar General buyer in Q4 2019 was Capital World Investors, an estimated $777M added.
- The largest Dollar General seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $932M sold.
Based on aggregated 13F filings for Q4 2019.