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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
NP
526
NorthRock Partners
Minnesota
$1.03M +$54K +380 +6%
HTC
527
Haverford Trust Company
Pennsylvania
$1.03M -$449K -3,161 -32%
SAM
528
Shell Asset Management
Netherlands
$1.02M -$563K -3,963 -34%
CCM
529
Coldstream Capital Management
Washington
$1.02M +$77.8K +547 +9%
IA
530
IFP Advisors
Florida
$1M -$1.11M -7,829 -55%
DC
531
Davenport & Co
Virginia
$998K +$41.9K +295 +5%
RFA
532
ROI Financial Advisors
Oregon
$988K -$940K -6,610 -51%
TCB
533
Texas Capital Bancshares
Texas
$985K -$363K -2,553 -29%
JIC
534
Joel Isaacson & Co
New York
$980K -$22K -155 -2%
MFG
535
Midwest Financial Group
Kansas
$976K +$107K +751 +14%
GCC
536
Guardian Capital (Canada)
Ontario, Canada
$971K
CTC
537
Cetera Trust Company
Minnesota
$971K +$176K +1,235 +25%
BF
538
BOK Financial
Oklahoma
$963K +$594K +4,177 +215%
SAM
539
Steinberg Asset Management
New York
$953K -$6.68K -47 -0.8%
AWS
540
Arkfeld Wealth Strategies
Nebraska
$950K +$284 +2 +0%
TW
541
TritonPoint Wealth
Maryland
$941K -$208K -1,460 -19%
FFA
542
Farther Finance Advisors
California
$924K -$246K -1,730 -23%
RIM
543
Rakuten Investment Management
Japan
$921K +$762K +5,360 +989%
BRWA
544
B. Riley Wealth Advisors
Florida
$908K +$187K +1,317 +18%
ACM
545
AlphaStar Capital Management
North Carolina
$902K +$185K +1,301 +29%
YIH
546
Y-Intercept (HK)
Hong Kong
$902K +$822K +5,780 New
AA
547
ALPS Advisors
Colorado
$900K +$10.2K +72 +1%
CNBTD
548
Citizens National Bank Trust Department
Mississippi
$900K -$80.3K -565 -9%
SF
549
Synovus Financial
Georgia
$899K -$116K -817 -12%
NHC
550
Nicholas Hoffman & Company
Georgia
$897K -$29K -204 -3%

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.