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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
LA
476
Legacy Advisors
Pennsylvania
$1.32M -$979K -6,885 -45%
B
477
Bailard
California
$1.31M +$853 +6 +0.1%
NEI
478
Northwest & Ethical Investments
Ontario, Canada
$1.31M +$138K +968 +13%
SHGA
479
Sand Hill Global Advisors
California
$1.31M -$9.38K -66 -0.8%
DAL
480
Delta Accumulation LLC
California
$1.3M
KHCM
481
Kirtland Hills Capital Management
Ohio
$1.29M +$1.34M +9,405 New
EF
482
Empirical Finance
Pennsylvania
$1.28M +$37.5K +264 +3%
LSAG
483
Lake Street Advisors Group
New Hampshire
$1.27M +$205K +1,444 +22%
1832 Asset Management
484
1832 Asset Management
Ontario, Canada
$1.26M -$93K -654 -8%
RFC
485
Regions Financial Corp
Alabama
$1.24M +$70.7K +497 +7%
WCM
486
Weaver Capital Management
Georgia
$1.24M +$47.2K +332 +4%
Bessemer Group
487
Bessemer Group
New Jersey
$1.21M -$316K -2,225 -22%
VI
488
Versor Investments
New York
$1.2M +$1.1M +7,718 New
S
489
SignatureFD
Georgia
$1.2M +$7.11K +50 +0.7%
NB
490
Norinchukin Bank
Japan
$1.19M -$14.8K -104 -1%
ECM
491
ExodusPoint Capital Management
New York
$1.19M -$11.1M -78,364 -91%
ATC
492
Argent Trust Co
Tennessee
$1.19M +$202K +1,423 +23%
GPGA
493
Grandeur Peak Global Advisors
Utah
$1.19M -$963K -6,774 -47%
VI
494
Vestcor Inc
New Brunswick, Canada
$1.19M -$31K -218 -3%
SFA
495
Souders Financial Advisors
Ohio
$1.18M +$79K +556 +8%
PG
496
Patten Group
Tennessee
$1.18M +$48.6K +342 +5%
HH
497
Hilltop Holdings
Texas
$1.18M -$1.28K -9 -0.1%
ASN
498
Advisory Services Network
Georgia
$1.18M -$5.12K -36 -0.5%
DAS
499
Diversify Advisory Services
Utah
$1.16M +$1.05M +7,368 New
FTDI
500
First Trust Direct Indexing
Massachusetts
$1.15M +$159K +1,120 +18%

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.