We are live on ! Find out more
DG icon

Dollar General

1,140 hedge funds and large institutions have $46.4B invested in Dollar General in 2021 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 428 increasing their positions, 453 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $43.7B → $46.4B (+$2.71B)

0.62% more ownership

Funds ownership: 90.72%91.34% (+0.62%)

6% less repeat investments, than reductions

Existing positions increased: 428 | Existing positions reduced: 453

7% less call options, than puts

Call options by funds: $485M | Put options by funds: $520M

3% less funds holding

Funds holding: 1,1701,140 (-30)

17% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 117

21% less funds holding in top 10

Funds holding in top 10: 2923 (-6)

Holders
1,140
Holders Change
-30
Holders Change %
-2.56%
% of All Funds
19.84%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.4%
New
97
Increased
428
Reduced
453
Closed
117
Calls
$485M
Puts
$520M
Net Calls
-$35.1M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Change in
Stake
IRC
1051
Investors Research Corp
Georgia
$27K
AF
1052
Arrow Financial
New York
$26K
RTC
1053
Riverview Trust Company
Washington
$25K
BWM
1054
Baystate Wealth Management
Massachusetts
$24K
EARNEST Partners
1055
EARNEST Partners
Georgia
$24K
ZB
1056
Zions Bancorporation
Utah
$24K +$4.62K +22 +24%
CDIA
1057
Capital Directions Investment Advisors
Georgia
$24K +$22.9K +109 New
EBA
1058
Eagle Bay Advisors
New York
$23K +$21K +100 New
CWP
1059
Concord Wealth Partners
Virginia
$22K -$630 -3 -3%
CP
1060
Corbenic Partners
Pennsylvania
$22K
LWA
1061
Lowe Wealth Advisors
Maryland
$22K
PB
1062
Pinnacle Bancorp
Nebraska
$22K
CB
1063
CNB Bank
Pennsylvania
$22K +$210 +1 +1%
DAM
1064
Delta Asset Management
Tennessee
$22K +$10.5K +50 +100%
TAIM
1065
TD Ameritrade Investment Management
Nebraska
$21K -$1.05K -5 -5%
JFA
1066
JNBA Financial Advisors
Minnesota
$21K
SWA
1067
SOA Wealth Advisors
New York
$21K +$11.6K +55 +125%
OAJ
1068
Ogorek Anthony Joseph
New York
$20K
FRA
1069
Front Row Advisors
California
$19K
TC
1070
Trust Company
Kansas
$19K
WWMSC
1071
Wagner Wealth Management (South Carolina)
South Carolina
$19K
CAL
1072
Capital Advisors Ltd
Ohio
$18K
IF
1073
Ironwood Financial
Arizona
$18K
ME
1074
McIlrath & Eck
Washington
$18K
KC
1075
Knuff & Co
California
$18K +$1.47K +7 +9%

DG Hedge Fund Activity: Q2 2021 in Review

1,140 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q2 2021, worth a combined $46.4B — up 6.2% from $43.7B a quarter earlier.

Sellers outnumbered buyers: 117 funds closed out of DG and 97 opened new positions — a net loss of 20 holders — while 453 trimmed existing stakes and 428 added.

The largest buyer was Macquarie Group, adding an estimated $605M. The largest seller was T. Rowe Price Associates, cutting an estimated $252M.

  • 1,140 institutional investors held Dollar General (DG) as of Q2 2021, down from 1,170 in Q1 2021.
  • Funds reported $46.4B of Dollar General stock for Q2 2021, up 6.2% quarter-over-quarter.
  • 97 funds opened new Dollar General positions in Q2 2021 and 117 closed out, a net change of -20 holders.
  • The largest Dollar General buyer in Q2 2021 was Macquarie Group, an estimated $605M added.
  • The largest Dollar General seller in Q2 2021 was T. Rowe Price Associates, an estimated $252M sold.

Based on aggregated 13F filings for Q2 2021.