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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
KPWS
551
Kestra Private Wealth Services
Texas
$1.56M -$3.61K -17 -0.2%
WWM
552
Windsor Wealth Management
Indiana
$1.56M
CCG
553
Ceeto Capital Group
Florida
$1.55M +$690K +3,250 +87%
BSW
554
Buckingham Strategic Wealth
Missouri
$1.53M +$27K +127 +2%
KRSITF
555
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.52M +$121K +570 +9%
PCM
556
Prelude Capital Management
New York
$1.51M -$553K -2,602 -28%
RIL
557
Rothschild Investment LLC
Illinois
$1.51M -$5.31K -25 -0.4%
PFO
558
Pathstone Family Office
New Jersey
$1.5M -$1.05M -4,924 -42%
SCM
559
Stevens Capital Management
Pennsylvania
$1.5M -$1.37M -6,462 -49%
SWM
560
Segment Wealth Management
Texas
$1.5M +$19.1K +90 +1%
Wealth Enhancement Advisory Services
561
Wealth Enhancement Advisory Services
Minnesota
$1.49M +$32.3K +152 +2%
RIM
562
Redpoint Investment Management
Australia
$1.48M +$157K +740 +12%
RFM
563
Royal Fund Management
Florida
$1.46M +$24K +113 +2%
BBA
564
BLB&B Advisors
Pennsylvania
$1.46M -$423K -1,993 -23%
CGA
565
Crescent Grove Advisors
Illinois
$1.46M +$1.49K +7 +0.1%
S
566
SignatureFD
Georgia
$1.44M +$304K +1,432 +28%
VIM
567
VELA Investment Management
Ohio
$1.43M +$194K +915 +17%
Brown Advisory
568
Brown Advisory
Maryland
$1.41M -$914K -4,304 -40%
OQS
569
Occudo Quantitative Strategies
Florida
$1.41M +$1.35M +6,344 New
FTDI
570
First Trust Direct Indexing
Massachusetts
$1.4M +$43.1K +203 +3%
AF
571
Aldebaran Financial
$1.39M -$31.9K -150 -2%
CWG
572
C WorldWide Group
Denmark
$1.38M -$833K -3,923 -39%
LCM
573
Liberty Capital Management
Michigan
$1.36M +$159K +748 +14%
ECM
574
Everence Capital Management
Indiana
$1.35M -$44.6K -210 -3%
FA
575
FDx Advisors
Illinois
$1.35M +$86.7K +408 +7%

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.