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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
Cambridge Investment Research Advisors
276
Cambridge Investment Research Advisors
Iowa
$5.01M -$4.26M -29,958 -48%
TC
277
TownSquare Capital
Utah
$5M +$283K +1,991 +7%
AAM
278
Aureus Asset Management
Massachusetts
$4.98M +$1.23M +8,670 +37%
CI
279
Centerstone Investors
New York
$4.93M
Public Employees Retirement Association of Colorado
280
Public Employees Retirement Association of Colorado
Colorado
$4.93M -$194K -1,362 -4%
WAM
281
Wilson Asset Management
Australia
$4.91M +$4.47M +31,478 New
CAN
282
Cetera Advisor Networks
California
$4.91M +$186K +1,310 +4%
OAM
283
Oppenheimer Asset Management
New York
$4.88M -$2.15M -15,143 -33%
CIBC World Market
284
CIBC World Market
Ontario, Canada
$4.81M +$978K +6,881 +29%
IFAM
285
Institutional & Family Asset Management
Colorado
$4.74M +$3.28M +23,068 +315%
ABC
286
Associated Banc-Corp
Wisconsin
$4.74M -$297K -2,089 -6%
BBNA
287
Bremer Bank National Association
Minnesota
$4.72M +$621K +4,371 +17%
Arrowstreet Capital
288
Arrowstreet Capital
Massachusetts
$4.72M +$4.3M +30,227 New
IG
289
ING Group
Netherlands
$4.69M +$4.28M +30,078 New
KAS
290
Kestra Advisory Services
Texas
$4.68M +$482K +3,393 +13%
Cerity Partners
291
Cerity Partners
New York
$4.63M +$1.81M +12,714 +75%
HCM
292
Horrell Capital Management
Arkansas
$4.58M +$20.9K +147 +0.5%
CIBC Private Wealth Group
293
CIBC Private Wealth Group
Georgia
$4.55M -$8.72M -61,342 -68%
Janus Henderson Group
294
Janus Henderson Group
United Kingdom
$4.53M +$569 +4 +0%
FFA
295
Fragasso Financial Advisors
Pennsylvania
$4.5M +$50.6K +356 +1%
MOACM
296
Mutual of America Capital Management
New York
$4.49M -$86.4K -608 -2%
QP
297
Quilter Plc
United Kingdom
$4.44M -$965K -6,786 -19%
GT
298
Glenview Trust
Kentucky
$4.39M +$1.64M +11,538 +70%
BC
299
Burney Company
Virginia
$4.39M +$2.17M +15,241 +118%
Qube Research & Technologies (QRT)
300
Qube Research & Technologies (QRT)
United Kingdom
$4.35M +$3.49M +24,530 +735%

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.