We are live on ! Find out more
DG icon

Dollar General

1,237 hedge funds and large institutions have $42.7B invested in Dollar General in 2023 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 452 increasing their positions, 481 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $569M | Put options by funds: $472M

0.72% more ownership

Funds ownership: 91.59%92.31% (+0.72%)

6% less repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 481

9% less first-time investments, than exits

New positions opened: 137 | Existing positions closed: 151

3% less funds holding

Funds holding: 1,2741,237 (-37)

15% less capital invested

Capital invested by funds: $50.1B → $42.7B (-$7.45B)

27% less funds holding in top 10

Funds holding in top 10: 3727 (-10)

Holders
1,237
Holders Change
-37
Holders Change %
-2.9%
% of All Funds
19.71%
Holding in Top 10
27
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.03%
% of All Funds
0.43%
New
137
Increased
452
Reduced
481
Closed
151
Calls
$569M
Puts
$472M
Net Calls
+$96.9M
Net Calls Change
+$370M
Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
351
Cary Street Partners Investment Advisory
Virginia
$5.67M -$93.4K -416 -2%
KCM
352
Kornitzer Capital Management
Kansas
$5.66M -$852K -3,794 -12%
MGWM
353
Marks Group Wealth Management
Minnesota
$5.65M +$134K +595 +2%
FWTB
354
First Western Trust Bank
Colorado
$5.65M +$188K +836 +3%
Northwestern Mutual Wealth Management
355
Northwestern Mutual Wealth Management
Wisconsin
$5.6M -$271K -1,208 -4%
TA
356
Tectonic Advisors
Texas
$5.56M +$323K +1,437 +6%
CNB
357
Czech National Bank
Czech Republic
$5.54M -$14.4K -64 -0.2%
NAM
358
Nissay Asset Management
Japan
$5.51M -$202K -900 -3%
CIM
359
Contravisory Investment Management
Massachusetts
$5.5M -$56.8K -253 -1%
CA
360
Cornerstone Advisors
North Carolina
$5.47M
American Century Companies
361
American Century Companies
Missouri
$5.46M -$305K -1,358 -5%
NC
362
Northcape Capital
Australia
$5.42M -$558K -2,485 -9%
ROC
363
Running Oak Capital
Minnesota
$5.4M +$23.6K +105 +0.4%
Boston Partners
364
Boston Partners
Massachusetts
$5.37M -$176K -782 -3%
HEIP
365
Hudson Edge Investment Partners
New Jersey
$5.34M +$935K +4,166 +20%
MOS
366
MGO One Seven
Ohio
$5.32M +$5.06M +22,527 +819%
TWC
367
TD Waterhouse Canada
Ontario, Canada
$5.31M -$762K -3,393 -13%
CAN
368
Cetera Advisor Networks
California
$5.29M +$157K +698 +3%
FFA
369
Fragasso Financial Advisors
Pennsylvania
$5.28M +$191K +851 +4%
BC
370
Brookfield Corp
Ontario, Canada
$5.27M +$3.66M +16,325 +187%
CC
371
Carlson Capital
Texas
$5.18M +$5.52M +24,600 New
Public Sector Pension Investment Board (PSP Investments)
372
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.18M -$796K -3,544 -13%
TF
373
Threadgill Financial
Texas
$5.17M -$25.1K -112 -0.5%
CIS
374
Capital International Sarl
California
$5.1M +$5.44M +24,244 New
LM
375
Lincluden Management
Ontario, Canada
$5.06M +$1.74M +7,750 +48%

DG Hedge Fund Activity: Q1 2023 in Review

1,237 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q1 2023, worth a combined $42.7B — down 15% from $50.1B a quarter earlier.

Sellers outnumbered buyers: 151 funds closed out of DG and 137 opened new positions — a net loss of 14 holders — while 481 trimmed existing stakes and 452 added.

The largest buyer was BlackRock, adding an estimated $270M. The largest seller was T. Rowe Price Associates, cutting an estimated $550M.

  • 1,237 institutional investors held Dollar General (DG) as of Q1 2023, down from 1,274 in Q4 2022.
  • Funds reported $42.7B of Dollar General stock for Q1 2023, down 15% quarter-over-quarter.
  • 137 funds opened new Dollar General positions in Q1 2023 and 151 closed out, a net change of -14 holders.
  • The largest Dollar General buyer in Q1 2023 was BlackRock, an estimated $270M added.
  • The largest Dollar General seller in Q1 2023 was T. Rowe Price Associates, an estimated $550M sold.

Based on aggregated 13F filings for Q1 2023.