Dollar General
848 hedge funds and large institutions have $29.7B invested in Dollar General in 2019 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 337 increasing their positions, 290 reducing their positions, and 54 closing their positions.
109% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 54
16% more repeat investments, than reductions
Existing positions increased: 337 | Existing positions reduced: 290
16% more call options, than puts
Call options by funds: $338M | Put options by funds: $292M
8% more capital invested
Capital invested by funds: $27.6B → $29.7B (+$2.17B)
7% more funds holding
Funds holding: 793 → 848 (+55)
1.03% less ownership
Funds ownership: 97.17% → 96.15% (-1%)
25% less funds holding in top 10
Funds holding in top 10: 32 → 24 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$282M |
| 2 |
Two Sigma Advisers
New York
|
+$235M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$180M |
| 4 |
Two Sigma Investments
New York
|
+$171M |
| 5 |
Squarepoint
New York
|
+$117M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LP
Longview Partners
St Peter Port,
Guernsey
|
-$478M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$274M |
| 3 |
JP Morgan Chase
New York
|
-$249M |
| 4 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$228M |
| 5 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$220M |
DG Hedge Fund Activity: Q1 2019 in Review
848 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q1 2019, worth a combined $29.7B — up 7.9% from $27.6B a quarter earlier.
Buyers outnumbered sellers: 113 funds opened new DG positions and 54 closed out — a net gain of 59 holders — while 337 added to existing stakes and 290 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $282M. The largest seller was Longview Partners, cutting an estimated $478M.
- 848 institutional investors held Dollar General (DG) as of Q1 2019, up from 793 in Q4 2018.
- Funds reported $29.7B of Dollar General stock for Q1 2019, up 7.9% quarter-over-quarter.
- 113 funds opened new Dollar General positions in Q1 2019 and 54 closed out, a net change of +59 holders.
- The largest Dollar General buyer in Q1 2019 was Massachusetts Financial Services, an estimated $282M added.
- The largest Dollar General seller in Q1 2019 was Longview Partners, an estimated $478M sold.
Based on aggregated 13F filings for Q1 2019.