Dollar General
1,196 hedge funds and large institutions have $46.5B invested in Dollar General in 2020 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 474 increasing their positions, 411 reducing their positions, and 78 closing their positions.
112% more first-time investments, than exits
New positions opened: 165 | Existing positions closed: 78
15% more repeat investments, than reductions
Existing positions increased: 474 | Existing positions reduced: 411
7% more funds holding
Funds holding: 1,123 → 1,196 (+73)
2% less capital invested
Capital invested by funds: $47.7B → $46.5B (-$1.15B)
1.03% less ownership
Funds ownership: 91.41% → 90.38% (-1%)
11% less call options, than puts
Call options by funds: $403M | Put options by funds: $450M
37% less funds holding in top 10
Funds holding in top 10: 38 → 24 (-14)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
BlueSpruce Investments
Chicago,
Illinois
|
+$196M |
| 2 |
Morgan Stanley
New York
|
+$195M |
| 3 |
Swedbank
Stockholm,
Sweden
|
+$171M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$91M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$75.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$343M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$306M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$289M |
| 4 |
State Street
Boston,
Massachusetts
|
-$126M |
| 5 |
Renaissance Technologies
New York
|
-$124M |
DG Hedge Fund Activity: Q4 2020 in Review
1,196 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q4 2020, worth a combined $46.5B — down 2.4% from $47.7B a quarter earlier.
Buyers outnumbered sellers: 165 funds opened new DG positions and 78 closed out — a net gain of 87 holders — while 474 added to existing stakes and 411 trimmed.
The largest buyer was BlueSpruce Investments, adding an estimated $196M. The largest seller was T. Rowe Price Associates, cutting an estimated $343M.
- 1,196 institutional investors held Dollar General (DG) as of Q4 2020, up from 1,123 in Q3 2020.
- Funds reported $46.5B of Dollar General stock for Q4 2020, down 2.4% quarter-over-quarter.
- 165 funds opened new Dollar General positions in Q4 2020 and 78 closed out, a net change of +87 holders.
- The largest Dollar General buyer in Q4 2020 was BlueSpruce Investments, an estimated $196M added.
- The largest Dollar General seller in Q4 2020 was T. Rowe Price Associates, an estimated $343M sold.
Based on aggregated 13F filings for Q4 2020.