Dollar General
715 hedge funds and large institutions have $23.2B invested in Dollar General in 2018 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 274 increasing their positions, 249 reducing their positions, and 82 closing their positions.
15% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 82
10% more repeat investments, than reductions
Existing positions increased: 274 | Existing positions reduced: 249
1.51% more ownership
Funds ownership: 90.94% → 92.45% (+1.5%)
1% more capital invested
Capital invested by funds: $23B → $23.2B (+$272M)
1% more funds holding
Funds holding: 709 → 715 (+6)
12% less funds holding in top 10
Funds holding in top 10: 25 → 22 (-3)
12% less call options, than puts
Call options by funds: $129M | Put options by funds: $148M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Polen Capital Management
Boca Raton,
Florida
|
+$171M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$156M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$134M |
| 4 |
JSP
Jackson Square Partners
Larkspur,
California
|
+$107M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$103M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$346M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$203M |
| 3 |
SI
Scharf Investments
Los Gatos,
California
|
-$199M |
| 4 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$99.1M |
| 5 |
LP
Longview Partners
St Peter Port,
Guernsey
|
-$86.8M |
DG Hedge Fund Activity: Q1 2018 in Review
715 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q1 2018, worth a combined $23.2B — up 1.2% from $23B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new DG positions and 82 closed out — a net gain of 12 holders — while 274 added to existing stakes and 249 trimmed.
The largest buyer was Polen Capital Management, adding an estimated $171M. The largest seller was Capital International Investors, cutting an estimated $346M.
- 715 institutional investors held Dollar General (DG) as of Q1 2018, up from 709 in Q4 2017.
- Funds reported $23.2B of Dollar General stock for Q1 2018, up 1.2% quarter-over-quarter.
- 94 funds opened new Dollar General positions in Q1 2018 and 82 closed out, a net change of +12 holders.
- The largest Dollar General buyer in Q1 2018 was Polen Capital Management, an estimated $171M added.
- The largest Dollar General seller in Q1 2018 was Capital International Investors, an estimated $346M sold.
Based on aggregated 13F filings for Q1 2018.