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Dollar General

1,104 hedge funds and large institutions have $31.8B invested in Dollar General in 2024 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 428 increasing their positions, 411 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more funds holding in top 10

Funds holding in top 10: 1621 (+5)

13% more capital invested

Capital invested by funds: $28.2B → $31.8B (+$3.59B)

4% more repeat investments, than reductions

Existing positions increased: 428 | Existing positions reduced: 411

4% more call options, than puts

Call options by funds: $1.22B | Put options by funds: $1.17B

2% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 118

1% less funds holding

Funds holding: 1,1121,104 (-8)

1.66% less ownership

Funds ownership: 94.47%92.8% (-1.7%)

Holders
1,104
Holders Change
-8
Holders Change %
-0.72%
% of All Funds
15.9%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.3%
New
120
Increased
428
Reduced
411
Closed
118
Calls
$1.22B
Puts
$1.17B
Net Calls
+$42.4M
Net Calls Change
+$32.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TPSF
226
Texas Permanent School Fund
Texas
$7.08M +$72.6K +511 +1%
Caisse de Depot et Placement du Quebec (CDPQ)
227
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$7.05M -$4.89M -34,400 -43%
CAC
228
Core Alternative Capital
Georgia
$6.99M -$1.11M -7,807 -15%
WT
229
Whittier Trust
California
$6.85M +$323K +2,269 +5%
MYIA
230
Mount Yale Investment Advisors
Colorado
$6.81M +$2.67M +18,782 +76%
FAF
231
Första AP-fonden
Sweden
$6.79M +$597K +4,200 +11%
Baird Financial Group
232
Baird Financial Group
Wisconsin
$6.77M -$2.7M -19,005 -30%
Kayne Anderson Rudnick Investment Management
233
Kayne Anderson Rudnick Investment Management
California
$6.74M -$569K -4,005 -8%
M&T Bank
234
M&T Bank
New York
$6.62M +$2.01M +14,121 +50%
II
235
IFM Investors
Australia
$6.61M +$22.9K +161 +0.4%
GC
236
Guggenheim Capital
Illinois
$6.6M -$58.9K -414 -1%
LM
237
Lincluden Management
Ontario, Canada
$6.42M -$74.1K -521 -1%
NAM
238
NorthCrest Asset Manangement
Minnesota
$6.35M +$30.8K +217 +0.5%
Zurich Cantonal Bank
239
Zurich Cantonal Bank
Switzerland
$6.31M +$235K +1,656 +4%
BMSSC
240
B. Metzler seel. Sohn & Co
Germany
$6.28M -$73.6K -518 -1%
Pathstone Holdings
241
Pathstone Holdings
New Jersey
$6.26M +$2.48M +17,443 +77%
Aviva
242
Aviva
United Kingdom
$6.25M +$1.36M +9,539 +31%
SOADOR
243
State of Alaska Department of Revenue
Alaska
$6.24M -$3.75M -26,353 -40%
CNB
244
Czech National Bank
Czech Republic
$6.03M +$25.7K +181 +0.5%
HAM
245
Harber Asset Management
North Carolina
$5.99M -$2.69M -18,893 -33%
Twin Tree Management
246
Twin Tree Management
Texas
$5.93M -$15.6M -110,054 -74%
Nisa Investment Advisors
247
Nisa Investment Advisors
Missouri
$5.92M +$798K +5,617 +17%
QCM
248
Quantinno Capital Management
New York
$5.91M +$3.7M +26,017 +219%
URS
249
Utah Retirement Systems
Utah
$5.91M
KIG
250
Kessler Investment Group
Indiana
$5.89M +$5.37M +37,759 New

DG Hedge Fund Activity: Q1 2024 in Review

1,104 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q1 2024, worth a combined $31.8B — up 13% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new DG positions and 118 closed out — a net gain of 2 holders — while 428 added to existing stakes and 411 trimmed.

The largest buyer was Capital International Investors, adding an estimated $300M. The largest seller was Morgan Stanley, cutting an estimated $662M.

  • 1,104 institutional investors held Dollar General (DG) as of Q1 2024, down from 1,112 in Q4 2023.
  • Funds reported $31.8B of Dollar General stock for Q1 2024, up 13% quarter-over-quarter.
  • 120 funds opened new Dollar General positions in Q1 2024 and 118 closed out, a net change of +2 holders.
  • The largest Dollar General buyer in Q1 2024 was Capital International Investors, an estimated $300M added.
  • The largest Dollar General seller in Q1 2024 was Morgan Stanley, an estimated $662M sold.

Based on aggregated 13F filings for Q1 2024.