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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
BWM
1051
Baystate Wealth Management
Massachusetts
$23K
CDIA
1052
Capital Directions Investment Advisors
Georgia
$23K
WEC
1053
Winslow Evans & Crocker
Massachusetts
$23K
SWM
1054
Selective Wealth Management
Virginia
$21K -$3.54K -18 -15%
ABC
1055
Associated Banc-Corp
Wisconsin
$21K
CB
1056
CNB Bank
Pennsylvania
$21K
LWA
1057
Lowe Wealth Advisors
Maryland
$21K
SIC
1058
Salem Investment Counselors
North Carolina
$21K
TAIM
1059
TD Ameritrade Investment Management
Nebraska
$21K +$1.18K +6 +6%
JWM
1060
Jeppson Wealth Management
California
$21K +$19.7K +100 New
CHAM
1061
Clear Harbor Asset Management
Connecticut
$21K +$19.7K +100 New
JFA
1062
JNBA Financial Advisors
Minnesota
$20K
SQA
1063
Simon Quick Advisors
New Jersey
$20K +$4.13K +21 +28%
FGA
1064
Fortis Group Advisors
New Jersey
$20K +$19.7K +100 New
AWM
1065
Avior Wealth Management
Nebraska
$19K
OAJ
1066
Ogorek Anthony Joseph
New York
$19K
SIS
1067
Sound Income Strategies
Florida
$18K -$10K -51 -38%
FWM
1068
Focused Wealth Management
New York
$18K
IF
1069
Ironwood Financial
Arizona
$18K
CCA
1070
Column Capital Advisors
Indiana
$18K +$16.7K +85 New
NG
1071
NWK Group
California
$17K
CWC
1072
Carolinas Wealth Consulting
North Carolina
$17K +$14.8K +75 +938%
KC
1073
Knuff & Co
California
$16K
ME
1074
McIlrath & Eck
Washington
$16K
JCM
1075
Jacobi Capital Management
Pennsylvania
$16K +$1.97K +10 +15%

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.