Dollar General
968 hedge funds and large institutions have $35.9B invested in Dollar General in 2020 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 349 increasing their positions, 395 reducing their positions, and 114 closing their positions.
124% more funds holding in top 10
Funds holding in top 10: 21 → 47 (+26)
1.79% more ownership
Funds ownership: 92.78% → 94.57% (+1.8%)
2% more first-time investments, than exits
New positions opened: 116 | Existing positions closed: 114
2% less capital invested
Capital invested by funds: $36.8B → $35.9B (-$918M)
1% less funds holding
Funds holding: 981 → 968 (-13)
12% less repeat investments, than reductions
Existing positions increased: 349 | Existing positions reduced: 395
13% less call options, than puts
Call options by funds: $219M | Put options by funds: $250M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$954M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$259M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$151M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$137M |
| 5 |
Holocene Advisors
New York
|
+$135M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$412M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$332M |
| 3 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$258M |
| 4 |
Polen Capital Management
Boca Raton,
Florida
|
-$201M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$198M |
DG Hedge Fund Activity: Q1 2020 in Review
968 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q1 2020, worth a combined $35.9B — down 2.5% from $36.8B a quarter earlier.
Buyers outnumbered sellers: 116 funds opened new DG positions and 114 closed out — a net gain of 2 holders — while 349 added to existing stakes and 395 trimmed.
The largest buyer was Capital World Investors, adding an estimated $954M. The largest seller was BlackRock, cutting an estimated $412M.
- 968 institutional investors held Dollar General (DG) as of Q1 2020, down from 981 in Q4 2019.
- Funds reported $35.9B of Dollar General stock for Q1 2020, down 2.5% quarter-over-quarter.
- 116 funds opened new Dollar General positions in Q1 2020 and 114 closed out, a net change of +2 holders.
- The largest Dollar General buyer in Q1 2020 was Capital World Investors, an estimated $954M added.
- The largest Dollar General seller in Q1 2020 was BlackRock, an estimated $412M sold.
Based on aggregated 13F filings for Q1 2020.