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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
Neuberger Berman Group
301
Neuberger Berman Group
New York
$4.34M -$1.52M -10,691 -28%
BCI
302
Brinker Capital Investments
Pennsylvania
$4.31M +$1.13M +7,942 +40%
OPS
303
Orion Portfolio Solutions
Nebraska
$4.31M +$1.13M +7,942 +40%
Allianz Asset Management
304
Allianz Asset Management
Germany
$4.31M -$3.13M -22,039 -44%
WTC
305
WhitTier Trust Company
Nevada
$4.3M +$160K +1,124 +4%
ProShare Advisors
306
ProShare Advisors
Maryland
$4.3M -$94.8K -667 -2%
NAM
307
Nissay Asset Management
Japan
$4.21M +$34K +239 +0.9%
BCIM
308
British Columbia Investment Management
British Columbia, Canada
$4.09M +$135K +948 +4%
HFS
309
Hantz Financial Services
Michigan
$4.08M -$105K -741 -3%
VCA
310
Verdence Capital Advisors
Maryland
$4.03M +$1.68M +11,834 +85%
SMDAM
311
Sumitomo Mitsui DS Asset Management
Japan
$4.02M +$347K +2,441 +10%
FA
312
Faithward Advisors
Pennsylvania
$4.01M +$19.3K +136 +0.5%
Rockefeller Capital Management
313
Rockefeller Capital Management
New York
$4M +$809K +5,692 +29%
KeyBank National Association
314
KeyBank National Association
Ohio
$3.98M -$1.27M -8,917 -26%
AT
315
American Trust
Kentucky
$3.89M +$488K +3,433 +16%
AQR Capital Management
316
AQR Capital Management
Connecticut
$3.87M -$3.4M -23,944 -49%
VanEck Associates
317
VanEck Associates
New York
$3.78M +$487K +3,426 +16%
GJWM
318
Gilliland Jeter Wealth Management
Arkansas
$3.76M +$3.43M +24,113 New
CGA
319
Channing Global Advisors
Florida
$3.68M +$42.2K +297 +1%
BFEC
320
Benjamin F. Edwards & Company
Missouri
$3.65M +$467K +3,284 +16%
HAS
321
HBW Advisory Services
California
$3.63M
KCM
322
Kornitzer Capital Management
Kansas
$3.5M -$113K -796 -3%
AIMCA
323
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.49M -$1.06M -7,440 -25%
IIC
324
Ironwood Investment Counsel
Arizona
$3.47M +$1.81M +12,719 +134%
TC
325
TwinBeech Capital
New York
$3.47M +$3.16M +22,204 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.