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
AF
1101
Arrow Financial
New York
$26K
IRC
1102
Investors Research Corp
Georgia
$26K
RTC
1103
Riverview Trust Company
Washington
$25K
AWG
1104
Altus Wealth Group
Colorado
$25K +$25.8K +121 New
EARNEST Partners
1105
EARNEST Partners
Georgia
$24K
RWA
1106
Ropes Wealth Advisors
Massachusetts
$23K -$110K -514 -83%
BWM
1107
Baystate Wealth Management
Massachusetts
$23K
CDIA
1108
Capital Directions Investment Advisors
Georgia
$23K
SIC
1109
Salem Investment Counselors
North Carolina
$23K +$1.71K +8 +8%
BWA
1110
BDO Wealth Advisors
Florida
$22K +$19.2K +90 +600%
ABC
1111
Associated Banc-Corp
Wisconsin
$21K
CB
1112
CNB Bank
Pennsylvania
$21K
LWA
1113
Lowe Wealth Advisors
Maryland
$21K
SWM
1114
Selective Wealth Management
Virginia
$21K
TAIM
1115
TD Ameritrade Investment Management
Nebraska
$21K
BSSFA
1116
Baron Silver Stevens Financial Advisors
Florida
$21K +$21.4K +100 New
CP
1117
Corbenic Partners
Pennsylvania
$21K +$21.4K +100 New
CWAF
1118
Core Wealth Advisors (Florida)
Florida
$21K +$21.4K +100 New
UMC
1119
United Maritime Capital
New York
$21K +$21.4K +100 New
WOC
1120
West Oak Capital
California
$21K +$21.4K +100 New
HIM
1121
Hillsdale Investment Management
Ontario, Canada
$20K -$513K -2,400 -96%
AA
1122
Ancora Advisors
Ohio
$20K -$30.1K -141 -60%
JFA
1123
JNBA Financial Advisors
Minnesota
$20K +$214 +1 +1%
Twin Tree Management
1124
Twin Tree Management
Texas
$20K +$20.1K +94 New
AIG
1125
American International Group
New York
$19.1K -$363K -1,701 -2%

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.