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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
CCMG
426
Clark Capital Management Group
Pennsylvania
$1.68M +$502K +3,530 +49%
MWM
427
Modern Wealth Management
Kansas
$1.68M +$1.53M +10,784 New
TG
428
TCW Group
California
$1.68M -$407K -2,861 -21%
CUAMC
429
China Universal Asset Management Company
China
$1.68M -$1.61M -11,334 -51%
GAM
430
Gotham Asset Management
New York
$1.68M -$274K -1,929 -15%
MWM
431
Modera Wealth Management
New Jersey
$1.67M +$148K +1,042 +11%
SPC
432
Sigma Planning Corp
Michigan
$1.67M +$719K +5,055 +89%
IWS
433
Insight Wealth Strategies
California
$1.66M +$299K +2,105 +25%
Mercer Global Advisors
434
Mercer Global Advisors
Colorado
$1.65M -$2.78M -19,570 -65%
AWS
435
Atria Wealth Solutions
New York
$1.65M +$38.1K +268 +3%
Kovitz Investment Group Partners
436
Kovitz Investment Group Partners
Illinois
$1.64M +$1.49M +10,503 New
CCM
437
Chiron Capital Management
Florida
$1.62M -$213K -1,500 -13%
NFG
438
Nations Financial Group
Iowa
$1.62M +$745K +5,238 +102%
Wealth Enhancement Advisory Services
439
Wealth Enhancement Advisory Services
Minnesota
$1.56M +$23.6K +166 +2%
FRM
440
Fox Run Management
Connecticut
$1.55M +$1.41M +9,926 New
AWA
441
Arkadios Wealth Advisors
Georgia
$1.53M +$859K +6,043 +162%
CHC
442
City Holding Co
West Virginia
$1.52M -$163K -1,149 -11%
DEA
443
DoubleLine ETF Adviser
Florida
$1.5M +$1.37M +9,620 New
Tudor Investment Corp
444
Tudor Investment Corp
Connecticut
$1.49M +$608K +4,277 +81%
IBOK
445
Independence Bank of Kentucky
Kentucky
$1.49M -$134K -945 -9%
WCAMG
446
Woodard & Company Asset Management Group
North Carolina
$1.48M -$873K -6,138 -39%
HWM
447
HB Wealth Management
Georgia
$1.47M +$424K +2,980 +46%
NA
448
NewEdge Advisors
Louisiana
$1.47M -$462K -3,253 -26%
ET
449
Equitable Trust
Tennessee
$1.47M +$177K +1,243 +15%
TPCW
450
TD Private Client Wealth
New York
$1.46M +$172K +1,207 +15%

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.