Dollar General
1,171 hedge funds and large institutions have $43.9B invested in Dollar General in 2021 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 466 increasing their positions, 432 reducing their positions, and 153 closing their positions.
21% more funds holding in top 10
Funds holding in top 10: 24 → 29 (+5)
12% more call options, than puts
Call options by funds: $578M | Put options by funds: $517M
8% more repeat investments, than reductions
Existing positions increased: 466 | Existing positions reduced: 432
0.29% more ownership
Funds ownership: 90.38% → 90.67% (+0.29%)
8% less first-time investments, than exits
New positions opened: 140 | Existing positions closed: 153
2% less funds holding
Funds holding: 1,196 → 1,171 (-25)
6% less capital invested
Capital invested by funds: $46.5B → $43.9B (-$2.59B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$1.01B |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$363M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$217M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
+$174M |
| 5 |
JP Morgan Chase
New York
|
+$160M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Polen Capital Management
Boca Raton,
Florida
|
-$1.22B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.05B |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$499M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$222M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$164M |
DG Hedge Fund Activity: Q1 2021 in Review
1,171 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q1 2021, worth a combined $43.9B — down 5.6% from $46.5B a quarter earlier.
Sellers outnumbered buyers: 153 funds closed out of DG and 140 opened new positions — a net loss of 13 holders — while 432 trimmed existing stakes and 466 added.
The largest buyer was Capital International Investors, opening a new position worth an estimated $1.01B. The largest seller was Polen Capital Management, exiting entirely with an estimated $1.22B sold.
- 1,171 institutional investors held Dollar General (DG) as of Q1 2021, down from 1,196 in Q4 2020.
- Funds reported $43.9B of Dollar General stock for Q1 2021, down 5.6% quarter-over-quarter.
- 140 funds opened new Dollar General positions in Q1 2021 and 153 closed out, a net change of -13 holders.
- The largest Dollar General buyer in Q1 2021 was Capital International Investors, an estimated $1.01B added.
- The largest Dollar General seller in Q1 2021 was Polen Capital Management, an estimated $1.22B sold.
Based on aggregated 13F filings for Q1 2021.