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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
WAS
1076
Winch Advisory Services
Wisconsin
$13K -$7.08K -36 -36%
SIAS
1077
Shine Investment Advisory Services
Colorado
$13K
JWM
1078
Janiczek Wealth Management
Colorado
$13K +$8.26K +42 +200%
TIM
1079
Tortoise Investment Management
New York
$12K
HWM
1080
HighMark Wealth Management
Minnesota
$11K
DAM
1081
Delta Asset Management
Tennessee
$10K -$1.38K -7 -12%
CAGAS
1082
Capital Advisory Group Advisory Services
Minnesota
$10K
EW
1083
Evoke Wealth
California
$10K
HR
1084
Howe & Rusling
New York
$10K
PCA
1085
Providence Capital Advisors
North Carolina
$10K
SFSIG
1086
San Francisco Sentry Investment Group
California
$10K
SJIM
1087
St. Johns Investment Management
Florida
$10K
VCM
1088
Versant Capital Management
Arizona
$10K
CA
1089
Crewe Advisors
Utah
$10K +$9.24K +47 New
FMP
1090
Financial Management Professionals
Texas
$8K
PFWA
1091
Paces Ferry Wealth Advisors
Georgia
$8K +$7.47K +38 New
SWA
1092
Sutton Wealth Advisors
Florida
$7.13K
BC
1093
Bartlett & Co
Ohio
$7K -$41.1K -209 -87%
EWA
1094
Evolution Wealth Advisors
Florida
$7K
MRCM
1095
M&R Capital Management
New Jersey
$7K
MPWT
1096
MassMutual Private Wealth & Trust
Connecticut
$7K +$4.13K +21 +175%
BCWM
1097
Bartlett & Co Wealth Management
Ohio
$6.71K -$41.1K -209 -87%
APWM
1098
Atlas Private Wealth Management
New York
$6K
CH
1099
Canton Hathaway
Rhode Island
$6K
BDWM
1100
Brewin Dolphin Wealth Management
Ireland
$5.45K +$5.11K +26 New

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.