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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
TC
1026
Trust Company
Kansas
$40K +$20.7K +105 +119%
CFD
1027
Creative Financial Designs
Indiana
$39K -$2.56K -13 -6%
SC
1028
SouthState Corp
Florida
$39K +$36.8K +187 New
FRA
1029
Front Row Advisors
California
$37K -$40.5K -206 -55%
LFG
1030
Larson Financial Group
Missouri
$36K
HI
1031
Hudock Inc
Pennsylvania
$35K -$1.97K -10 -6%
AssetMark Inc
1032
AssetMark Inc
California
$34K +$28.7K +146 +913%
BSG
1033
Black Swift Group
Colorado
$33K +$31.1K +158 New
TC
1034
Truvestments Capital
Florida
$32K +$197 +1 +0.7%
SLF
1035
Sun Life Financial
Ontario, Canada
$31K -$590 -3 -2%
ATC
1036
Adirondack Trust Company
New York
$31K
NSB
1037
Norway Savings Bank
Maine
$31K +$29.5K +150 New
CT
1038
Caldwell Trust
Florida
$30.4K
NR
1039
Newfound Research
Massachusetts
$30K +$28.1K +143 New
PFO
1040
Pathstone Family Office
New Jersey
$29K
FMII
1041
Farmers & Merchants Investments Inc
Nebraska
$27K -$4.92K -25 -16%
SL
1042
Savior LLC
Massachusetts
$27K
ZB
1043
Zions Bancorporation
Utah
$27K
HPC
1044
HM Payson & Co
Maine
$27K +$25.2K +128 New
BBL
1045
Beck Bode LLC
Massachusetts
$27K +$25.8K +131 New
AF
1046
Arrow Financial
New York
$26K
IRC
1047
Investors Research Corp
Georgia
$26K
RTC
1048
Riverview Trust Company
Washington
$25K
HWA
1049
HHM Wealth Advisors
Tennessee
$25K +$23.6K +120 New
EARNEST Partners
1050
EARNEST Partners
Georgia
$24K

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.