Dollar General
509 hedge funds and large institutions have $19.8B invested in Dollar General in 2014 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 168 increasing their positions, 188 reducing their positions, and 52 closing their positions.
99% more call options, than puts
Call options by funds: $1.51B | Put options by funds: $759M
87% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 52
17% more capital invested
Capital invested by funds: $17B → $19.8B (+$2.84B)
15% more funds holding in top 10
Funds holding in top 10: 27 → 31 (+4)
9% more funds holding
Funds holding: 467 → 509 (+42)
0.79% more ownership
Funds ownership: 91.67% → 92.47% (+0.79%)
11% less repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 188
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$319M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$311M |
| 3 |
SC
Sculptor Capital
New York
|
+$268M |
| 4 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$235M |
| 5 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$136M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP
Jana Partners
New York
|
-$492M |
| 2 |
PC
Paulson & Co
New York
|
-$250M |
| 3 |
Morgan Stanley
New York
|
-$173M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$149M |
| 5 |
BCPEM
Bain Capital Public Equity Management
Boston,
Massachusetts
|
-$146M |
DG Hedge Fund Activity: Q4 2014 in Review
509 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q4 2014, worth a combined $19.8B — up 17% from $17B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new DG positions and 52 closed out — a net gain of 45 holders — while 168 added to existing stakes and 188 trimmed.
The largest buyer was Winslow Capital Management, opening a new position worth an estimated $319M. The largest seller was Jana Partners, exiting entirely with an estimated $492M sold.
- 509 institutional investors held Dollar General (DG) as of Q4 2014, up from 467 in Q3 2014.
- Funds reported $19.8B of Dollar General stock for Q4 2014, up 17% quarter-over-quarter.
- 97 funds opened new Dollar General positions in Q4 2014 and 52 closed out, a net change of +45 holders.
- The largest Dollar General buyer in Q4 2014 was Winslow Capital Management, an estimated $319M added.
- The largest Dollar General seller in Q4 2014 was Jana Partners, an estimated $492M sold.
Based on aggregated 13F filings for Q4 2014.