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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
WAM
876
Wolverine Asset Management
Illinois
-$648K -6,000 Closed
HJMC
877
Hellman Jordan Management Company
Massachusetts
-$557K -5,157 Closed
LP
878
LMR Partners
United Kingdom
-$556K -5,142 Closed
6M
879
6 Meridian
Kansas
-$522K -4,831 Closed
PHK
880
Point72 Hong Kong
Hong Kong
-$417K -3,854 Closed
AWM
881
Alterna Wealth Management
Texas
-$238K -3,304 Closed
CGA
882
Crescent Grove Advisors
Illinois
-$276K -2,550 Closed
Cohen & Steers
883
Cohen & Steers
New York
-$213K -1,970 Closed
DADC
884
D.A. Davidson & Co
Montana
-$203K -1,879 Closed
ER
885
Enlightenment Research
Florida
-$141K -1,300 Closed
AP
886
Advisors Preferred
Maryland
-$105K -972 Closed
CC
887
Claybrook Capital
Massachusetts
-$99K -914 Closed
WDL
888
Well Done LLC
Michigan
-$99K -914 Closed
IIM
889
Ipswich Investment Management
Massachusetts
-$86K -800 Closed
WANY
890
Wealthspire Advisors (New York)
New York
-$78K -725 Closed
JA
891
JOYN Advisors
Georgia
-$60K -553 Closed
DWM
892
Doyle Wealth Management
Florida
-$41K -383 Closed
MOS
893
MGO One Seven
Ohio
-$35K -329 Closed
RWA
894
River Wealth Advisors
Pennsylvania
-$14K -125 Closed
CA
895
Claro Advisors
Massachusetts
-$9K -80 Closed
FTI
896
Fiduciary Trust International
Massachusetts
-$8K -70 Closed
WPW
897
Winthrop Partners - WNY
New York
-$5.84K -54 Closed
CFD
898
Creative Financial Designs
Indiana
-$3K -30 Closed
GCM
899
Gables Capital Management
Florida
-$3K -28 Closed
TFA
900
Transamerica Financial Advisors
Florida
-$1K -7 Closed

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.