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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
BO
451
Bank OZK
Arkansas
$1.46M +$224K +1,577 +20%
BFG
452
Bleakley Financial Group
New Jersey
$1.46M +$864K +6,077 +185%
SW
453
Simplicity Wealth
New Jersey
$1.46M +$1.33M +9,328 New
LAM
454
Lummis Asset Management
Texas
$1.45M -$838K -5,897 -39%
BBHC
455
Brown Brothers Harriman & Co
New York
$1.45M -$1.6M -11,224 -55%
HZ
456
Hixon Zuercher
Ohio
$1.44M +$84.3K +593 +7%
GM
457
GeoWealth Management
Illinois
$1.44M +$646K +4,541 +97%
EOJOAM
458
E. Ohman J:or Asset Management
Sweden
$1.42M +$114K +800 +10%
LS
459
Livforsakringsbolaget Skandia
Sweden
$1.42M
MGP
460
Metis Global Partners
California
$1.41M -$5.83K -41 -0.5%
IWC
461
Integrated Wealth Concepts
Massachusetts
$1.4M +$57.1K +402 +5%
BCM
462
Bayesian Capital Management
New York
$1.4M +$1.27M +8,951 New
MLICM
463
Metropolitan Life Insurance Company (MetLife)
New York
$1.38M -$11.5K -81 -0.9%
PAS
464
Park Avenue Securities
New York
$1.38M +$104K +731 +9%
BMCM
465
Bryn Mawr Capital Management
Pennsylvania
$1.37M +$778K +5,471 +164%
FWCM
466
Ferguson Wellman Capital Management
Oregon
$1.37M -$37.7K -265 -3%
CIA
467
Concurrent Investment Advisors
Florida
$1.37M +$850K +5,982 +216%
CCA
468
Catalyst Capital Advisors
New York
$1.36M +$36.4K +256 +3%
UM
469
UniSuper Management
Australia
$1.36M +$936K +6,583 +310%
FNA
470
First National Advisers
Nebraska
$1.34M +$190K +1,337 +18%
AAS
471
Avantax Advisory Services
Texas
$1.34M -$137K -965 -10%
SLAM
472
Swiss Life Asset Management
$1.33M -$3.28M -23,096 -73%
XT
473
XTX Topco
Cayman Islands
$1.33M +$1.21M +8,491 New
AIM
474
Achmea Investment Management
Netherlands
$1.32M
AO
475
Advisor OS
Illinois
$1.32M +$1.2M +8,460 New

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.