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
IIA
826
ICW Investment Advisors
Arizona
$398K +$14.9K +76 +4%
SWP
827
Strategic Wealth Partners
Ohio
$390K +$366K +1,860 New
CG
828
Colony Group
Massachusetts
$387K -$46.8K -238 -11%
BG
829
Bahl & Gaynor
Ohio
$382K
ETC
830
Exchange Traded Concepts
Oklahoma
$382K +$13.2K +67 +4%
PTC
831
Philadelphia Trust Company
Pennsylvania
$380K -$12.8K -65 -3%
AP
832
Advisors Preferred
Maryland
$379K +$110K +557 +45%
CIM
833
Contravisory Investment Management
Massachusetts
$374K +$324K +1,647 +1,211%
FNT
834
First National Trust
Pennsylvania
$370K -$62.5K -318 -15%
FB
835
Fulton Bank
Pennsylvania
$370K +$124K +632 +56%
TI
836
tru Independence
Oregon
$368K -$5.11K -26 -1%
TMAM
837
Tokio Marine Asset Management
Japan
$368K +$65.9K +335 +24%
CWM
838
Circle Wealth Management
New Jersey
$364K +$113K +577 +50%
FMT
839
First Mercantile Trust
Tennessee
$359K -$94.6K -481 -22%
WA
840
Wealth Alliance
New York
$353K +$13.6K +69 +4%
MWA
841
Meridian Wealth Advisors
Texas
$340K -$62.3K -317 -16%
MFG
842
Magnus Financial Group
New York
$337K +$1.38K +7 +0.4%
B
843
Bellecapital
Switzerland
$335K
BP
844
Ballentine Partners
Massachusetts
$335K +$36.6K +186 +13%
CF
845
Copperwynd Financial
Arizona
$335K +$92.6K +471 +42%
QCM
846
Quantinno Capital Management
New York
$333K
BCWM
847
Blue Chip Wealth Management
Florida
$332K +$34.6K +176 +12%
ATC
848
Argent Trust Co
Tennessee
$331K +$1.38K +7 +0.4%
DJSG
849
D.J. St. Germain
Massachusetts
$330K -$6.49K -33 -2%
PMA
850
Prudent Man Advisors
Illinois
$327K +$12K +61 +4%

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.