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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
JWCA
501
J.W. Cole Advisors
Florida
$1.15M +$21.5K +151 +2%
PAG
502
Private Advisor Group
New Jersey
$1.14M -$46.9K -330 -4%
APG Asset Management
503
APG Asset Management
Netherlands
$1.13M +$128K +900 +13%
KRSITF
504
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.13M -$81.7K -575 -7%
B
505
Bellecapital
Switzerland
$1.11M -$171K -1,201 -14%
DP
506
Dearborn Partners
Illinois
$1.11M +$68.1K +479 +7%
HF
507
HRT Financial
New York
$1.1M +$1M +7,062 New
VAS
508
Valicenti Advisory Services
New York
$1.1M -$71.1K -500 -7%
PS
509
Principal Securities
Iowa
$1.1M -$44.5K -313 -4%
TIM
510
Thor Investment Management
Ohio
$1.1M -$185K -1,303 -16%
KWMG
511
King Wealth Management Group
Florida
$1.1M +$3.13K +22 +0.3%
RIL
512
Rothschild Investment LLC
Illinois
$1.09M +$575K +4,042 +136%
AF
513
Ally Financial
Michigan
$1.09M
LA
514
LM Advisors
California
$1.09M +$426K +3,000 +75%
NMIMC
515
Northwestern Mutual Investment Management Company
Wisconsin
$1.09M +$2.56K +18 +0.3%
I
516
InceptionR
California
$1.08M +$986K +6,936 New
CAMG
517
CWA Asset Management Group
Florida
$1.08M +$478K +3,364 +94%
BPWM
518
Badgley Phelps Wealth Managers
Washington
$1.08M -$12.8K -90 -1%
GCP
519
GSA Capital Partners
United Kingdom
$1.07M +$471K +3,313 +94%
SI
520
Stephens Inc
Arkansas
$1.06M -$59.7K -420 -6%
CGIM
521
Capital Group Investment Management
Singapore
$1.06M -$4.2M -29,574 -81%
A
522
Allianz
Germany
$1.05M +$953K +6,703 New
BOS
523
Bank of Stockton
California
$1.05M +$7.82K +55 +0.8%
TMAM
524
Tokio Marine Asset Management
Japan
$1.04M -$77.3K -544 -8%
CWM
525
Circle Wealth Management
New Jersey
$1.04M +$102K +716 +12%

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.