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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
WA
551
Waverly Advisors
Alabama
$894K +$290K +2,043 +55%
SL
552
Sentry LLC
Tennessee
$890K
LI
553
LMCG Investments
Massachusetts
$890K -$213K -1,500 -21%
AWM
554
Apollon Wealth Management
South Carolina
$877K -$341K -2,397 -30%
Brown Advisory
555
Brown Advisory
Maryland
$873K +$8.67K +61 +1%
Teacher Retirement System of Texas
556
Teacher Retirement System of Texas
Texas
$871K -$640K -4,503 -45%
Verition Fund Management
557
Verition Fund Management
Connecticut
$868K -$8.53M -59,992 -92%
SP
558
Stablepoint Partners
Massachusetts
$865K -$205K -1,443 -21%
EWM
559
EPG Wealth Management
Georgia
$862K +$84.6K +595 +12%
FHB
560
First Hawaiian Bank
Hawaii
$854K +$8.81K +62 +1%
AF
561
Allworth Financial
California
$849K +$358K +2,517 +86%
GITFIT
562
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$843K +$56.9K +400 +8%
JCM
563
Jacobi Capital Management
Pennsylvania
$841K +$2.56K +18 +0.3%
QCM
564
QRG Capital Management
Illinois
$840K -$1.57M -11,066 -67%
CCG
565
Ceeto Capital Group
Florida
$839K -$71.1K -500 -9%
SA
566
SpiderRock Advisors
Delaware
$837K +$764K +5,372 New
AIM
567
ARGA Investment Management
Connecticut
$829K
GLR
568
Great Lakes Retirement
Ohio
$828K +$31.8K +224 +4%
VC
569
Veracity Capital
Georgia
$825K +$14.4K +101 +2%
AAP
570
Arax Advisory Partners
Colorado
$817K +$178K +1,252 +31%
IB
571
Intrust Bank
Kansas
$815K +$20.5K +144 +3%
BAMF
572
BI Asset Management Fondsmaeglerselskab
Denmark
$815K -$22.5K -158 -3%
BP
573
Ballentine Partners
Massachusetts
$814K -$67K -471 -8%
BWG
574
Boomfish Wealth Group
Georgia
$803K +$34.4K +242 +5%
EIP
575
Epoch Investment Partners
New York
$801K -$17.3K -122 -2%

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.