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Dollar General

709 hedge funds and large institutions have $23B invested in Dollar General in 2017 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 225 increasing their positions, 246 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 44

56% more funds holding in top 10

Funds holding in top 10: 1625 (+9)

18% more funds holding

Funds holding: 599709 (+110)

16% more call options, than puts

Call options by funds: $328M | Put options by funds: $282M

14% more capital invested

Capital invested by funds: $20.1B → $23B (+$2.87B)

0.21% more ownership

Funds ownership: 90.72%90.94% (+0.21%)

9% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 246

Holders
709
Holders Change
+110
Holders Change %
+18.36%
% of All Funds
16.04%
Holding in Top 10
25
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+56.25%
% of All Funds
0.57%
New
158
Increased
225
Reduced
246
Closed
44
Calls
$328M
Puts
$282M
Net Calls
+$46M
Net Calls Change
+$12.8M

DG Hedge Fund Activity: Q4 2017 in Review

709 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q4 2017, worth a combined $23B — up 14% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new DG positions and 44 closed out — a net gain of 114 holders — while 225 added to existing stakes and 246 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $244M. The largest seller was Two Sigma Advisers, exiting entirely with an estimated $141M sold.

  • 709 institutional investors held Dollar General (DG) as of Q4 2017, up from 599 in Q3 2017.
  • Funds reported $23B of Dollar General stock for Q4 2017, up 14% quarter-over-quarter.
  • 158 funds opened new Dollar General positions in Q4 2017 and 44 closed out, a net change of +114 holders.
  • The largest Dollar General buyer in Q4 2017 was T. Rowe Price Associates, an estimated $244M added.
  • The largest Dollar General seller in Q4 2017 was Two Sigma Advisers, an estimated $141M sold.

Based on aggregated 13F filings for Q4 2017.