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Dollar General

462 hedge funds and large institutions have $15.6B invested in Dollar General in 2014 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 176 increasing their positions, 174 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

725% more call options, than puts

Call options by funds: $1.46B | Put options by funds: $176M

1% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 174

1% less capital invested

Capital invested by funds: $15.8B → $15.6B (-$203M)

1.15% less ownership

Funds ownership: 90.57%89.42% (-1.2%)

4% less funds holding

Funds holding: 483462 (-21)

17% less funds holding in top 10

Funds holding in top 10: 2319 (-4)

22% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 76

Holders
462
Holders Change
-21
Holders Change %
-4.35%
% of All Funds
13.23%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.54%
New
59
Increased
176
Reduced
174
Closed
76
Calls
$1.46B
Puts
$176M
Net Calls
+$1.28B
Net Calls Change
+$864M

DG Hedge Fund Activity: Q2 2014 in Review

462 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q2 2014, worth a combined $15.6B — down 1.3% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of DG and 59 opened new positions — a net loss of 17 holders — while 174 trimmed existing stakes and 176 added.

The largest buyer was Maverick Capital, opening a new position worth an estimated $333M. The largest seller was T. Rowe Price Associates, cutting an estimated $201M.

  • 462 institutional investors held Dollar General (DG) as of Q2 2014, down from 483 in Q1 2014.
  • Funds reported $15.6B of Dollar General stock for Q2 2014, down 1.3% quarter-over-quarter.
  • 59 funds opened new Dollar General positions in Q2 2014 and 76 closed out, a net change of -17 holders.
  • The largest Dollar General buyer in Q2 2014 was Maverick Capital, an estimated $333M added.
  • The largest Dollar General seller in Q2 2014 was T. Rowe Price Associates, an estimated $201M sold.

Based on aggregated 13F filings for Q2 2014.