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
UWM
976
Urban Wealth Management
California
$211K +$214K +1,004 New
DWA
977
Douglass Winthrop Advisors
New York
$210K
DBIA
978
Dumont & Blake Investment Advisors
New Jersey
$210K
FI
979
FormulaFolio Investments
Michigan
$210K +$213K +999 New
BFO
980
Biltmore Family Office
North Carolina
$210K +$214K +1,000 New
SRC
981
Shufro Rose & Co
New York
$210K +$214K +1,000 New
1W
982
1776 Wealth
Georgia
$209K +$3.42K +16 +2%
GAM
983
Geier Asset Management
Maryland
$208K +$235K +1,098 New
CA
984
Crumly & Associates
Illinois
$206K -$5.34K -25 -2%
VDBMI
985
Van Den Berg Management I
Texas
$206K -$1.5K -7 -0.7%
SFG
986
Summit Financial Group
West Virginia
$205K
NL
987
NWAM LLC
Washington
$204K +$207K +968 New
FUBT
988
First United Bank & Trust
Maryland
$204K +$207K +970 New
QTM
989
qPULA Trading Management
New York
$204K +$208K +972 New
TWA
990
TCI Wealth Advisors
Arizona
$203K
AWE
991
Avidian Wealth Enterprises
Texas
$203K +$206K +964 New
CBT
992
Capital Bank & Trust
California
$203K +$206K +964 New
KCM
993
Kathmere Capital Management
Pennsylvania
$201K
FFC
994
First Financial Corp
Indiana
$198K
OIA
995
Optimum Investment Advisors
Illinois
$189K
T
996
TOBAM
France
$175K
CFGS
997
Concourse Financial Group Securities
Alabama
$174K -$27.1K -127 -13%
GEA
998
Glen Eagle Advisors
New Jersey
$173K +$40.6K +190 +30%
FCH
999
Freestone Capital Holdings
Washington
$166K +$6.83K +32 +4%
ACA
1000
Atlas Capital Advisors
Wyoming
$164K -$40.4K -189 -20%

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.