We are live on ! Find out more
DG icon

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
VAG
401
VisionPoint Advisory Group
Texas
$1.98M +$241K +1,692 +15%
OAM
402
Ostrum Asset Management
France
$1.97M +$5.97K +42 +0.3%
PP
403
Prudential plc
United Kingdom
$1.95M +$445K +3,132 +33%
CSUI
404
Cincinnati Specialty Underwriters Insurance
Ohio
$1.95M +$1.78M +12,500 New
BCM
405
Beddow Capital Management
Wyoming
$1.9M +$1.73M +12,180 New
WP
406
Waycross Partners
Kentucky
$1.87M
GC
407
GFG Capital
Florida
$1.87M +$783K +5,508 +85%
EGM
408
Engineers Gate Manager
New York
$1.87M -$2.47M -17,364 -59%
Thrivent Financial for Lutherans
409
Thrivent Financial for Lutherans
Minnesota
$1.86M +$172K +1,209 +11%
NGA
410
Naples Global Advisors
Florida
$1.83M -$63.5K -447 -4%
IIM
411
INTECH Investment Management
Florida
$1.83M +$71.8K +505 +5%
GAA
412
Global Assets Advisory
Florida
$1.82M +$40.7M +286,062 New
LCM
413
LVM Capital Management
Michigan
$1.82M +$718K +5,052 +77%
CCA
414
Criterion Capital Advisors
Tennessee
$1.81M +$339K +2,388 +26%
Two Sigma Investments
415
Two Sigma Investments
New York
$1.8M -$16.6M -116,609 -91%
CGH
416
Crossmark Global Holdings
Texas
$1.78M -$71.8K -505 -4%
BAM
417
Blueshift Asset Management
New Jersey
$1.78M +$279K +1,960 +21%
QCM
418
Qsemble Capital Management
New York
$1.76M +$181K +1,273 +13%
ACG
419
Allen Capital Group
Nebraska
$1.75M +$104K +734 +7%
NIG
420
NFJ Investment Group
Texas
$1.75M -$56.4K -397 -3%
EI
421
Ethic Inc
New York
$1.74M -$12.9K -91 -0.8%
RJT
422
Raymond James Trust
Florida
$1.73M +$174K +1,222 +12%
PIM
423
Provident Investment Management
Michigan
$1.73M -$42.6K -300 -3%
NMERB
424
New Mexico Educational Retirement Board
New Mexico
$1.72M -$56.9K -400 -3%
TI
425
Tidal Investments
Wisconsin
$1.69M +$88.7K +624 +6%

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.