We are live on ! Find out more
DG icon

Dollar General

1,201 hedge funds and large institutions have $46.9B invested in Dollar General in 2022 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 441 increasing their positions, 484 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $707M | Put options by funds: $653M

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

9% less repeat investments, than reductions

Existing positions increased: 441 | Existing positions reduced: 484

1.82% less ownership

Funds ownership: 94.98%93.16% (-1.8%)

2% less funds holding

Funds holding: 1,2311,201 (-30)

9% less capital invested

Capital invested by funds: $51.5B → $46.9B (-$4.59B)

11% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 115

Holders
1,201
Holders Change
-30
Holders Change %
-2.44%
% of All Funds
18.94%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
102
Increased
441
Reduced
484
Closed
115
Calls
$707M
Puts
$653M
Net Calls
+$53.9M
Net Calls Change
+$165M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
476
Spire Wealth Management
Virginia
$2.49M -$672K -3,164 -22%
PWS
477
Peterson Wealth Services
Utah
$2.47M +$414K +1,948 +21%
Bessemer Group
478
Bessemer Group
New Jersey
$2.46M +$274K +1,289 +13%
Verition Fund Management
479
Verition Fund Management
Connecticut
$2.46M +$2.34M +11,027 New
DGAM
480
Desjardins Global Asset Management
Quebec, Canada
$2.44M +$619K +2,916 +36%
BCM
481
Bayesian Capital Management
New York
$2.43M +$2.32M +10,900 New
Group One Trading
482
Group One Trading
Illinois
$2.41M +$21.2K +100 +0.9%
CIP
483
Chartwell Investment Partners
Pennsylvania
$2.4M +$132K +621 +6%
HSA
484
HBK Sorce Advisory
Pennsylvania
$2.39M -$231K -1,086 -9%
MFG
485
MidWestOne Financial Group
Iowa
$2.31M +$24.2K +114 +1%
PIM
486
Provident Investment Management
Michigan
$2.29M -$20.6M -96,908 -90%
BC
487
Burney Company
Virginia
$2.28M -$293K -1,380 -12%
MNBTD
488
Moody National Bank Trust Division
Texas
$2.24M -$307K -1,447 -13%
WKWM
489
Walter & Keenan Wealth Management
Indiana
$2.22M
SWM
490
Sugarloaf Wealth Management
Georgia
$2.22M +$195K +919 +10%
PL
491
Plancorp LLC
Missouri
$2.21M +$2.76K +13 +0.1%
NMIMC
492
Northwestern Mutual Investment Management Company
Wisconsin
$2.2M -$127K -598 -6%
ET
493
Equitable Trust
Tennessee
$2.16M -$75.2K -354 -4%
CCA
494
Catalyst Capital Advisors
New York
$2.15M
SP
495
Symmetry Partners
Connecticut
$2.13M
VIA
496
Vident Investment Advisory
Georgia
$2.13M +$697K +3,279 +52%
LCM
497
LRT Capital Management
Texas
$2.11M +$804K +3,783 +66%
MCM
498
Monument Capital Management
Virginia
$2.11M -$14.2K -67 -0.7%
IA
499
IFP Advisors
Florida
$2.1M +$1.9M +8,965 +70%
SC
500
Scholtz & Company
Connecticut
$2.09M -$24.4K -115 -1%

DG Hedge Fund Activity: Q1 2022 in Review

1,201 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q1 2022, worth a combined $46.9B — down 8.9% from $51.5B a quarter earlier.

Sellers outnumbered buyers: 115 funds closed out of DG and 102 opened new positions — a net loss of 13 holders — while 484 trimmed existing stakes and 441 added.

The largest buyer was Capital International Investors, adding an estimated $306M. The largest seller was Wellington Management Group, cutting an estimated $451M.

  • 1,201 institutional investors held Dollar General (DG) as of Q1 2022, down from 1,231 in Q4 2021.
  • Funds reported $46.9B of Dollar General stock for Q1 2022, down 8.9% quarter-over-quarter.
  • 102 funds opened new Dollar General positions in Q1 2022 and 115 closed out, a net change of -13 holders.
  • The largest Dollar General buyer in Q1 2022 was Capital International Investors, an estimated $306M added.
  • The largest Dollar General seller in Q1 2022 was Wellington Management Group, an estimated $451M sold.

Based on aggregated 13F filings for Q1 2022.