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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
PCIA
851
Prime Capital Investment Advisors
Kansas
$326K +$59.2K +301 +24%
TCWM
852
Total Clarity Wealth Management
Illinois
$324K
SYBT
853
Stock Yards Bank & Trust
Kentucky
$324K +$9.83K +50 +3%
CIC
854
Chilton Investment Company
Connecticut
$321K +$393 +2 +0.1%
AW
855
ACG Wealth
Georgia
$320K +$197 +1 +0.1%
CIA
856
Capital Investment Advisors
Georgia
$316K +$4.33K +22 +1%
SBF
857
Sara-Bay Financial
Florida
$314K
CTA
858
Chesley Taft & Associates
Illinois
$311K +$19.7K +100 +7%
GIA
859
Gateway Investment Advisers
Ohio
$310K -$29.7K -151 -9%
SIA
860
Sit Investment Associates
Minnesota
$303K -$30.5K -155 -10%
RMC
861
Resources Management Corp
Connecticut
$300K -$13.8K -70 -5%
AWM
862
Altium Wealth Management
New York
$300K +$26.4K +134 +10%
IFG
863
Independent Financial Group
California
$299K +$3.74K +19 +1%
RSWM
864
Robertson Stephens Wealth Management
California
$299K +$281K +1,428 New
GWSG
865
GPS Wealth Strategies Group
Colorado
$296K +$278K +1,412 New
GL
866
Graypoint LLC
New York
$295K
SSWM
867
Sheets Smith Wealth Management
North Carolina
$295K
EP
868
Eudaimonia Partners
Tennessee
$295K +$49.4K +251 +22%
CANY
869
Caxton Associates (New York)
New York
$293K -$424K -2,155 -61%
NL
870
NKCFO LLC
Illinois
$293K
SFA
871
Sequoia Financial Advisors
Ohio
$292K -$46.8K -238 -15%
DWM
872
Dakota Wealth Management
Florida
$291K +$17.1K +87 +7%
SP
873
Successful Portfolios
Florida
$287K -$2.56K -13 -0.9%
BG
874
Bollard Group
Massachusetts
$284K
WSTAM
875
Wilbanks Smith & Thomas Asset Management
Virginia
$283K -$66.9K -340 -20%

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.