Dollar General
467 hedge funds and large institutions have $17B invested in Dollar General in 2014 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 159 increasing their positions, 183 reducing their positions, and 56 closing their positions.
504% more call options, than puts
Call options by funds: $1.61B | Put options by funds: $266M
42% more funds holding in top 10
Funds holding in top 10: 19 → 27 (+8)
11% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 56
9% more capital invested
Capital invested by funds: $15.6B → $17B (+$1.44B)
2.25% more ownership
Funds ownership: 89.42% → 91.67% (+2.3%)
1% more funds holding
Funds holding: 462 → 467 (+5)
13% less repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 183
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP
Jana Partners
New York
|
+$482M |
| 2 |
YCMGA
York Capital Management Global Advisors
New York
|
+$234M |
| 3 |
Morgan Stanley
New York
|
+$216M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$196M |
| 5 |
SCP
Soroban Capital Partners
New York
|
+$175M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$490M |
| 2 |
Tiger Global Management
New York
|
-$453M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$114M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$103M |
| 5 |
SP
Stockbridge Partners
Boston,
Massachusetts
|
-$100M |
DG Hedge Fund Activity: Q3 2014 in Review
467 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q3 2014, worth a combined $17B — up 9.3% from $15.6B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new DG positions and 56 closed out — a net gain of 6 holders — while 159 added to existing stakes and 183 trimmed.
The largest buyer was Jana Partners, opening a new position worth an estimated $482M. The largest seller was Winslow Capital Management, exiting entirely with an estimated $490M sold.
- 467 institutional investors held Dollar General (DG) as of Q3 2014, up from 462 in Q2 2014.
- Funds reported $17B of Dollar General stock for Q3 2014, up 9.3% quarter-over-quarter.
- 62 funds opened new Dollar General positions in Q3 2014 and 56 closed out, a net change of +6 holders.
- The largest Dollar General buyer in Q3 2014 was Jana Partners, an estimated $482M added.
- The largest Dollar General seller in Q3 2014 was Winslow Capital Management, an estimated $490M sold.
Based on aggregated 13F filings for Q3 2014.