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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
BEI
576
Benjamin Edwards Inc
Missouri
$794K +$154K +1,083 +27%
GWA
577
Gratus Wealth Advisors
Virginia
$792K +$324K +2,277 +72%
ACA
578
Anchor Capital Advisors
Massachusetts
$791K -$95.5K -672 -12%
MWM
579
Meridian Wealth Management
Kentucky
$787K +$139K +975 +24%
ZF
580
Zhang Financial
Michigan
$785K +$3.98K +28 +0.6%
CCA
581
Cravens & Co Advisors
Tennessee
$781K +$29.1K +205 +4%
MCM
582
MAI Capital Management
Ohio
$780K -$64K -450 -8%
BL
583
Balentine LLC
Georgia
$773K -$53K -373 -7%
DPAM
584
Degroof Petercam Asset Management
Belgium
$772K -$7.41M -52,125 -91%
NIM
585
NEOS Investment Management
Connecticut
$771K +$260K +1,829 +59%
SFA
586
Sequoia Financial Advisors
Ohio
$768K -$356K -2,506 -34%
KGC
587
Kennon-Green & Company
Ohio
$764K +$38.1K +268 +6%
JF
588
Jump Financial
Illinois
$760K -$1.3M -9,130 -65%
SWP
589
Stratos Wealth Partners
Ohio
$759K -$139K -977 -17%
Public Sector Pension Investment Board (PSP Investments)
590
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$752K -$28.4K -200 -4%
SWM
591
Segment Wealth Management
Texas
$752K -$32K -225 -4%
RP
592
Riverwater Partners
Wisconsin
$743K -$16.3K -115 -2%
SAA
593
Southeast Asset Advisors
Georgia
$740K
OC
594
Oakworth Capital
Alabama
$734K -$711 -5 -0.1%
RA
595
RFG Advisory
Alabama
$732K +$667K +4,690 New
CSC
596
Caldwell Sutter Capital
California
$723K -$74.5K -524 -10%
FFO
597
Fiduciary Family Office
Florida
$721K +$267K +1,880 +69%
NL
598
Navalign LLC
California
$716K +$149K +1,050 +30%
SCM
599
Stevens Capital Management
Pennsylvania
$712K -$51.9K -365 -7%
LNWWM
600
Laird Norton Wetherby Wealth Management
California
$707K -$4.12K -29 -0.6%

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.