We are live on ! Find out more
DG icon

Dollar General

1,194 hedge funds and large institutions have $46.7B invested in Dollar General in 2020 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 473 increasing their positions, 411 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 80

15% more repeat investments, than reductions

Existing positions increased: 473 | Existing positions reduced: 411

6% more funds holding

Funds holding: 1,1231,194 (+71)

2% less capital invested

Capital invested by funds: $47.6B → $46.7B (-$909M)

8% less call options, than puts

Call options by funds: $394M | Put options by funds: $427M

1.05% less ownership

Funds ownership: 91.45%90.41% (-1%)

37% less funds holding in top 10

Funds holding in top 10: 3824 (-14)

Holders
1,194
Holders Change
+71
Holders Change %
+6.32%
% of All Funds
21.13%
Holding in Top 10
24
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-36.84%
% of All Funds
0.42%
New
165
Increased
473
Reduced
411
Closed
80
Calls
$394M
Puts
$427M
Net Calls
-$32.7M
Net Calls Change
-$186M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
851
Fisher Asset Management
Washington
$391K +$397K +1,860 New
CF
852
Copperwynd Financial
Arizona
$389K +$53.8K +252 +16%
PWM
853
Purus Wealth Management
California
$389K +$395K +1,849 New
PFS
854
Prospera Financial Services
Texas
$383K +$186K +873 +92%
UR
855
USCA RIA
Texas
$380K +$155K +727 +67%
SCM
856
Spreng Capital Management
Ohio
$376K -$40.4K -189 -10%
FM
857
Foster & Motley
Ohio
$374K -$56.8K -266 -13%
RG
858
Rikoon Group
New Mexico
$373K -$53.4K -250 -12%
GM
859
GeoWealth Management
Illinois
$373K +$377K +1,767 New
CIM
860
Contravisory Investment Management
Massachusetts
$371K -$4.27K -20 -1%
FB
861
Fulton Bank
Pennsylvania
$371K -$214 -1 -0.1%
FNT
862
First National Trust
Pennsylvania
$366K -$5.13K -24 -1%
MAM
863
Meeder Asset Management
Ohio
$364K -$1.68M -7,843 -82%
CWA
864
Clearview Wealth Advisors
Oregon
$362K +$367K +1,719 New
WCM
865
Washington Capital Management
Washington
$358K -$363K -1,700 -50%
ECA
866
Elevated Capital Advisors
Utah
$358K +$96.1K +450 +36%
MFG
867
Magnus Financial Group
New York
$357K +$19.4K +91 +6%
EP
868
Eudaimonia Partners
Tennessee
$350K +$54.7K +256 +18%
FLI
869
Family Legacy Inc
South Carolina
$350K +$82.2K +385 +30%
IFG
870
Independent Financial Group
California
$348K +$48.7K +228 +16%
TAM
871
Trust Asset Management
Texas
$347K +$77.8K +364 +28%
DWP
872
Destiny Wealth Partners
Florida
$344K +$349K +1,634 New
AW
873
ACG Wealth
Georgia
$343K +$21.6K +101 +7%
AWM
874
Altium Wealth Management
New York
$341K +$41.4K +194 +14%
ATC
875
Argent Trust Co
Tennessee
$339K +$7.05K +33 +2%

DG Hedge Fund Activity: Q4 2020 in Review

1,194 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q4 2020, worth a combined $46.7B — down 1.9% from $47.6B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new DG positions and 80 closed out — a net gain of 85 holders — while 473 added to existing stakes and 411 trimmed.

The largest buyer was BlueSpruce Investments, adding an estimated $196M. The largest seller was T. Rowe Price Associates, cutting an estimated $343M.

  • 1,194 institutional investors held Dollar General (DG) as of Q4 2020, up from 1,123 in Q3 2020.
  • Funds reported $46.7B of Dollar General stock for Q4 2020, down 1.9% quarter-over-quarter.
  • 165 funds opened new Dollar General positions in Q4 2020 and 80 closed out, a net change of +85 holders.
  • The largest Dollar General buyer in Q4 2020 was BlueSpruce Investments, an estimated $196M added.
  • The largest Dollar General seller in Q4 2020 was T. Rowe Price Associates, an estimated $343M sold.

Based on aggregated 13F filings for Q4 2020.