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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
FMP
1101
Financial Management Professionals
Texas
$8K
FA
1102
Fortis Advisors
Pennsylvania
$8K
SWA
1103
Sutton Wealth Advisors
Florida
$7.79K +$420 +2 +6%
PMFA
1104
Plante Moran Financial Advisors
Michigan
$7K -$50.4K -240 -88%
EWA
1105
Evolution Wealth Advisors
Florida
$7K -$5.04K -24 -43%
HFM
1106
Harvest Fund Management
China
$7K
MRCM
1107
M&R Capital Management
New Jersey
$7K
AWM
1108
Avior Wealth Management
Nebraska
$6K
AssetMark Inc
1109
AssetMark Inc
California
$6K +$1.26K +6 +27%
HWM
1110
HighMark Wealth Management
Minnesota
$5K -$2.52K -12 -33%
CA
1111
Crewe Advisors
Utah
$5K
FBT
1112
First Bank & Trust
South Dakota
$5K
FNBOSM
1113
First National Bank of South Miami
Florida
$5K +$3.57K +17 +340%
Walleye Capital
1114
Walleye Capital
New York
$4.47K +$4.34M +20,669 New
PCH
1115
Polar Capital Holdings
United Kingdom
$4.4K
LTI
1116
Laffer Tengler Investments
Tennessee
$4.33K +$4.2K +20 New
CWAF
1117
Core Wealth Advisors (Florida)
Florida
$4K -$21K -100 -83%
First Manhattan
1118
First Manhattan
New York
$4K -$4.2K -20 -51%
BMD
1119
Better Money Decisions
New Mexico
$4K
M
1120
MOTCO
Texas
$4K
SFP
1121
Sterling Financial Planning
New Jersey
$4K
APWA
1122
Atlas Private Wealth Advisors
New Jersey
$3K -$4.2K -20 -57%
APC
1123
Aspire Private Capital
North Carolina
$3K
GAM
1124
Gemmer Asset Management
California
$3K
WWM
1125
Wolff Wiese Magana
California
$3K +$3.15K +15 New

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.