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
BCM
1201
Bayesian Capital Management
New York
-$385K -1,900 Closed
SFA
1202
Source Financial Advisors
New York
-$371K -1,831 Closed
TI
1203
tru Independence
Oregon
-$371K -1,829 Closed
IFG
1204
Independent Financial Group
California
-$367K -1,812 Closed
MYLI
1205
Meiji Yasuda Life Insurance
Japan
-$366K -1,806 Closed
GM
1206
GeoWealth Management
Illinois
-$353K -1,739 Closed
FM
1207
Foster & Motley
Ohio
-$351K -1,732 Closed
MGIM
1208
M&G Investment Management
United Kingdom
-$345 -1,699 Closed
CIM
1209
Contravisory Investment Management
Massachusetts
-$334K -1,650 Closed
BRWA
1210
B. Riley Wealth Advisors
Florida
-$336K -1,648 Closed
JF
1211
Jump Financial
Illinois
-$329K -1,622 Closed
PMA
1212
Prudent Man Advisors
Illinois
-$326K -1,609 Closed
CANY
1213
Caxton Associates (New York)
New York
-$303K -1,494 Closed
SCM
1214
SevenOneSeven Capital Management
Pennsylvania
-$293K -1,444 Closed
JIP
1215
Jaffetilchin Investment Partners
Florida
-$260K -1,282 Closed
JSL
1216
JT Stratford LLC
Georgia
-$234K -1,153 Closed
EP
1217
Eudaimonia Partners
Tennessee
-$231K -1,141 Closed
GSEP
1218
Golden State Equity Partners
California
-$227K -1,119 Closed
CCM
1219
CAAS Capital Management
New York
-$214K -1,057 Closed
TSS
1220
Two Sigma Securities
New York
-$213K -1,014 Closed
DMC
1221
Drexel Morgan & Co
Pennsylvania
-$205K -1,010 Closed
DWP
1222
Destiny Wealth Partners
Florida
-$159K -783 Closed
APP
1223
Alpha Paradigm Partners
Illinois
-$126K -622 Closed
SGAM
1224
Smith Group Asset Management
Texas
-$122K -600 Closed
RWB
1225
RMR Wealth Builders
New Jersey
-$110K -542 Closed

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.