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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
QWP
601
Quotient Wealth Partners
Texas
$706K -$191K -1,345 -23%
FLI
602
Family Legacy Inc
South Carolina
$704K +$92.8K +653 +17%
HAIM
603
Hunter Associates Investment Management
Pennsylvania
$702K +$54.9K +386 +9%
RBFC
604
Roman Butler Fullerton & Co
Missouri
$691K -$52K -366 -7%
PFG
605
PAX Financial Group
Texas
$677K -$58.6K -412 -9%
AIM
606
Acropolis Investment Management
Missouri
$674K +$104K +733 +20%
KIA
607
Knollwood Investment Advisory
Maryland
$673K
MFG
608
MidWestOne Financial Group
Iowa
$664K +$3.13K +22 +0.5%
KAS
609
KPP Advisory Services
Kentucky
$664K +$150K +1,056 +33%
ICM
610
Intrepid Capital Management
Florida
$661K -$182K -1,277 -23%
BSW
611
Buckingham Strategic Wealth
Missouri
$660K -$69.5K -489 -10%
Vontobel Holding
612
Vontobel Holding
Switzerland
$659K -$81.2K -571 -12%
RGC
613
Roberts, Glore & Co
Illinois
$658K -$9.24K -65 -2%
DAS
614
Dynamic Advisor Solutions
Arizona
$655K +$269K +1,894 +82%
LFAS
615
Level Four Advisory Services
Texas
$649K
VFA
616
Valeo Financial Advisors
Indiana
$646K +$104K +734 +19%
VA
617
Vident Advisory
Georgia
$639K -$4.83K -34 -0.8%
STA
618
Summit Trail Advisors
New York
$633K +$187K +1,312 +48%
MAM
619
Meeder Asset Management
Ohio
$633K +$576K +4,053 New
FNT
620
First National Trust
Pennsylvania
$631K -$431K -3,033 -43%
BFA
621
Benedict Financial Advisors
Georgia
$630K -$3.41K -24 -0.6%
LCWP
622
Legacy Capital Wealth Partners
Arkansas
$630K -$710K -4,995 -63%
IAA
623
Independent Advisor Alliance
North Carolina
$620K -$80.5K -566 -12%
FCM
624
Fairbanks Capital Management
California
$618K -$449K -3,162 -44%
CB
625
Community Bank
New York
$614K -$12.8K -90 -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.