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
PNC
451
Park National Corp
Ohio
$3.23M -$883K -3,935 -20%
CCM
452
Condor Capital Management
New Jersey
$3.22M -$16.6K -74 -0.5%
SCM
453
Seascape Capital Management
New Hampshire
$3.21M +$5.16K +23 +0.2%
AIM
454
Achmea Investment Management
Netherlands
$3.18M -$4.4M -19,615 -57%
P
455
Pitcairn
Pennsylvania
$3.15M -$49.8K -222 -1%
CCG
456
Cloverfields Capital Group
Minnesota
$3.13M +$1.01M +4,505 +43%
SPC
457
Sigma Planning Corp
Michigan
$3.11M -$170K -756 -5%
CGH
458
Crossmark Global Holdings
Texas
$3.08M -$96.3K -429 -3%
FG
459
Fiduciary Group
Georgia
$3.07M -$57.5K -256 -2%
Cetera Investment Advisers
460
Cetera Investment Advisers
Illinois
$3.05M +$22.7K +101 +0.7%
LSERS
461
Louisiana State Employees Retirement System
Louisiana
$3.05M -$22.4K -100 -0.7%
TCPG
462
Trivant Custom Portfolio Group
California
$3.05M +$3.25M +14,478 New
Wealth Enhancement Advisory Services
463
Wealth Enhancement Advisory Services
Minnesota
$3.04M +$3.24M +14,451 New
TGAM
464
TBH Global Asset Management
Tennessee
$3M +$127K +565 +4%
SWP
465
Stratos Wealth Partners
Ohio
$2.97M +$80.6K +359 +3%
RCA
466
Resonant Capital Advisors
Wisconsin
$2.93M +$14.8K +66 +0.5%
Pacer Advisors
467
Pacer Advisors
Pennsylvania
$2.91M +$2.73M +12,176 +738%
ATPW
468
Ashton Thomas Private Wealth
Arizona
$2.87M -$10.6K -47 -0.3%
SCM
469
Stevens Capital Management
Pennsylvania
$2.87M +$3.07M +13,658 New
B
470
Bensler
Washington
$2.85M +$178K +794 +6%
BCV
471
Banque Cantonale Vaudoise
Switzerland
$2.83M +$158K +703 +6%
SFA
472
Sequoia Financial Advisors
Ohio
$2.81M +$167K +742 +6%
CWP
473
Cyndeo Wealth Partners
Florida
$2.8M +$427K +1,903 +17%
MUAMU
474
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.78M +$2.47M +11,000 +500%
CFC
475
Coyle Financial Counsel
Illinois
$2.77M -$7.86K -35 -0.3%

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.