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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
CAW
951
Cornerstone Advisors (Washington)
Washington
$200K +$8.06K +41 +4%
CFGS
952
Concourse Financial Group Securities
Alabama
$200K +$32.3K +164 +21%
HIC
953
Holderness Investments Company
North Carolina
$200K +$188K +955 New
KCM
954
Kathmere Capital Management
Pennsylvania
$200K +$188K +956 New
PFS
955
Prospera Financial Services
Texas
$199K -$150K -763 -45%
PWM
956
Provident Wealth Management
Tennessee
$199K -$98.3K -500 -35%
FFC
957
First Financial Corp
Indiana
$197K -$5.9K -30 -3%
OIA
958
Optimum Investment Advisors
Illinois
$189K +$29.5K +150 +20%
FAM
959
Fred Alger Management
New York
$176K -$4.19M -21,305 -96%
CIA
960
CSat Investment Advisory
Michigan
$174K +$14.6K +74 +10%
T
961
TOBAM
France
$174K +$163K +830 New
CFA
962
Carroll Financial Associates
North Carolina
$159K -$2.36K -12 -2%
SIM
963
Sonora Investment Management
Arizona
$159K +$144K +734 +2,823%
FCH
964
Freestone Capital Holdings
Washington
$159K -$88.3K -449 -37%
VFA
965
Valeo Financial Advisors
Indiana
$158K -$18.9K -96 -11%
Carson Wealth (CWM LLC)
966
Carson Wealth (CWM LLC)
Nebraska
$154K
WPA
967
West Paces Advisors
Georgia
$147K
CSPIA
968
Cary Street Partners Investment Advisory
Virginia
$141K +$132K +673 New
AF
969
Advisornet Financial
Minnesota
$138K +$8.65K +44 +7%
GC
970
Globeflex Capital
California
$135K -$167K -848 -57%
GEA
971
Glen Eagle Advisors
New Jersey
$132K
RWA
972
Ropes Wealth Advisors
Massachusetts
$130K +$79.5K +404 +186%
AAM
973
Ardevora Asset Management
United Kingdom
$126K
CAL
974
Capital Analysts LLC
Pennsylvania
$124K
PFGIA
975
Patriot Financial Group Insurance Agency
Massachusetts
$124K +$3.93K +20 +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.