Dollar General
1,231 hedge funds and large institutions have $51.5B invested in Dollar General in 2021 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 433 increasing their positions, 414 reducing their positions, and 71 closing their positions.
163% more first-time investments, than exits
New positions opened: 187 | Existing positions closed: 71
19% more funds holding in top 10
Funds holding in top 10: 21 → 25 (+4)
13% more capital invested
Capital invested by funds: $45.6B → $51.5B (+$5.88B)
8% more funds holding
Funds holding: 1,137 → 1,231 (+94)
2.34% more ownership
Funds ownership: 92.65% → 94.98% (+2.3%)
5% more repeat investments, than reductions
Existing positions increased: 433 | Existing positions reduced: 414
17% less call options, than puts
Call options by funds: $555M | Put options by funds: $666M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$549M |
| 2 |
Morgan Stanley
New York
|
+$415M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$190M |
| 4 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
+$184M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$167M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
A
AustralianSuper
Melbourne,
Australia
|
-$143M |
| 2 |
BI
BlueSpruce Investments
Chicago,
Illinois
|
-$85.7M |
| 3 |
SIG
Senator Investment Group
New York
|
-$74.2M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$71.3M |
| 5 |
Renaissance Technologies
New York
|
-$69.5M |
DG Hedge Fund Activity: Q4 2021 in Review
1,231 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q4 2021, worth a combined $51.5B — up 13% from $45.6B a quarter earlier.
Buyers outnumbered sellers: 187 funds opened new DG positions and 71 closed out — a net gain of 116 holders — while 433 added to existing stakes and 414 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $549M. The largest seller was AustralianSuper, exiting entirely with an estimated $143M sold.
- 1,231 institutional investors held Dollar General (DG) as of Q4 2021, up from 1,137 in Q3 2021.
- Funds reported $51.5B of Dollar General stock for Q4 2021, up 13% quarter-over-quarter.
- 187 funds opened new Dollar General positions in Q4 2021 and 71 closed out, a net change of +116 holders.
- The largest Dollar General buyer in Q4 2021 was T. Rowe Price Associates, an estimated $549M added.
- The largest Dollar General seller in Q4 2021 was AustralianSuper, an estimated $143M sold.
Based on aggregated 13F filings for Q4 2021.