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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
PVI
326
Pine Valley Investments
New Jersey
$3.44M +$40.9K +288 +1%
Daiwa Securities Group
327
Daiwa Securities Group
Japan
$3.39M +$49.5K +348 +2%
Northwestern Mutual Wealth Management
328
Northwestern Mutual Wealth Management
Wisconsin
$3.38M -$94.7K -666 -3%
VPIM
329
Vanguard Personalized Indexing Management
California
$3.38M +$582K +4,094 +23%
IMRF
330
Illinois Municipal Retirement Fund
Illinois
$3.35M
ANBTV
331
American National Bank & Trust (Virginia)
Virginia
$3.34M +$3.04M +21,398 New
TAM
332
Tocqueville Asset Management
New York
$3.33M -$1.28M -9,020 -30%
TWC
333
TD Waterhouse Canada
Ontario, Canada
$3.33M -$1.15M -8,124 -31%
BNP Paribas Asset Management
334
BNP Paribas Asset Management
France
$3.32M -$11.1K -78 -0.4%
MIM
335
Marco Investment Management
Georgia
$3.32M +$79.6K +560 +3%
CAM
336
Cresset Asset Management
Illinois
$3.3M +$430K +3,025 +17%
KCG
337
Kinsale Capital Group
Virginia
$3.3M +$789K +5,548 +36%
WBC
338
Westpac Banking Corp
Australia
$3.28M +$1.97M +13,831 +192%
HAI
339
Hennessy Advisors Inc
California
$3.21M +$2.93M +20,600 New
William Blair & Company
340
William Blair & Company
Illinois
$3.17M +$2.29M +16,075 +380%
EMPI
341
Elo Mutual Pension Insurance
Finland
$3.13M +$130K +912 +5%
Robeco Institutional Asset Management
342
Robeco Institutional Asset Management
Netherlands
$3.12M -$6.11K -43 -0.2%
Rafferty Asset Management
343
Rafferty Asset Management
New York
$3.12M -$251K -1,765 -8%
Envestnet Portfolio Solutions
344
Envestnet Portfolio Solutions
Illinois
$3.09M +$680K +4,780 +32%
GIA
345
GHP Investment Advisors
Colorado
$2.98M +$69.8K +491 +3%
OHWP
346
Oak Harbor Wealth Partners
North Carolina
$2.95M +$9.38K +66 +0.3%
OPERF
347
Oregon Public Employees Retirement Fund
Oregon
$2.92M +$234K +1,645 +10%
FAF
348
Fjarde Ap-fonden
Sweden
$2.92M -$14.2K -100 -0.5%
MP
349
Marlowe Partners
New York
$2.92M
HVIA
350
Hudson Valley Investment Advisors
New York
$2.87M +$315K +2,216 +14%

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.