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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
AIM
376
Anchor Investment Management
South Carolina
$2.43M +$101K +713 +5%
Pacer Advisors
377
Pacer Advisors
Pennsylvania
$2.31M +$56.7K +399 +3%
VVP
378
Venture Visionary Partners
Ohio
$2.3M +$1.67M +11,725 +386%
TRCT
379
Tower Research Capital (TRC)
New York
$2.27M -$2.07M -14,556 -50%
BFM
380
Boothbay Fund Management
New York
$2.27M +$8.53K +60 +0.4%
LWANC
381
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.26M +$17.8K +125 +0.9%
HIMCH
382
Hartford Investment Management Co (HIMCO)
Connecticut
$2.21M -$85.2K -599 -4%
BBVA
383
Banco Bilbao Vizcaya Argentaria
Spain
$2.19M +$11.5K +81 +0.6%
JHCP
384
Jackson Hole Capital Partners
Oklahoma
$2.19M +$200K +1,409 +11%
Credit Agricole
385
Credit Agricole
France
$2.17M +$980K +6,896 +86%
CA
386
Cornerstone Advisors
North Carolina
$2.17M
LI
387
Louisbourg Investments
New Brunswick, Canada
$2.17M -$655K -4,609 -20%
SB
388
Simmons Bank
Arkansas
$2.16M +$614K +4,317 +45%
HNB
389
Huntington National Bank
Ohio
$2.16M -$1.41M -9,938 -42%
O
390
Ossiam
France
$2.13M +$1.62M +11,417 +513%
CB
391
Commerce Bank
Missouri
$2.12M -$28.1K -198 -1%
XSC
392
X-Square Capital
Puerto Rico
$2.09M +$607K +4,267 +46%
JIC
393
Johnson Investment Counsel
Ohio
$2.09M -$1.64M -11,538 -46%
SIA
394
SeaBridge Investment Advisors
New Jersey
$2.08M +$1.06M +7,478 +128%
OSAM
395
O'Shaughnessy Asset Management
Connecticut
$2.07M +$347K +2,439 +23%
CS
396
Candriam SCA
Luxembourg
$2.06M +$262K +1,841 +16%
HSA
397
HBK Sorce Advisory
Pennsylvania
$2.04M +$78.2K +550 +4%
NRG
398
Nemes Rush Group
Michigan
$2.03M +$153K +1,075 +9%
SAM
399
Securian Asset Management
Minnesota
$2.01M -$139K -977 -7%
LSERS
400
Louisiana State Employees Retirement System
Louisiana
$2M -$71.1K -500 -4%

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.