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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
PCS
626
Personal CFO Solutions
New Jersey
$610K +$203K +1,431 +58%
SLI
627
Sumitomo Life Insurance
Japan
$602K -$30.7K -216 -5%
TFS
628
Thoroughbred Financial Services
Tennessee
$597K -$151K -1,064 -22%
FFG
629
Frisch Financial Group
New York
$593K +$1.42K +10 +0.3%
CICI
630
Capital Investment Counsel Inc
North Carolina
$592K -$1.14K -8 -0.2%
ACA
631
Aptus Capital Advisors
Alabama
$589K -$35K -246 -6%
GWMR
632
GC Wealth Management RIA
Massachusetts
$588K -$67.4K -474 -11%
WA
633
Wealth Alliance
New York
$588K +$112K +785 +26%
IIA
634
ICW Investment Advisors
Arizona
$587K +$27.2K +191 +5%
HAG
635
HighPoint Advisor Group
Illinois
$582K -$25.9K -182 -4%
HNB
636
Hilltop National Bank
Wyoming
$580K +$528K +3,717 New
PFS
637
Prospera Financial Services
Texas
$579K -$11.4K -80 -2%
RA
638
Ruggaard & Associates
Ohio
$578K -$45.6K -321 -8%
TWM
639
Thrive Wealth Management
Pennsylvania
$572K +$139K +975 +36%
PP
640
Patten & Patten
Tennessee
$568K -$8.24K -58 -2%
KWA
641
Kingswood Wealth Advisors
California
$566K -$21K -148 -4%
SPIA
642
Steward Partners Investment Advisory
New York
$563K -$75.8K -533 -13%
CT
643
Caldwell Trust
Florida
$559K +$141K +993 +38%
IMCOOI
644
Investment Management Corp of Ontario (IMCO)
Canada
$555K -$227K -1,600 -31%
MFG
645
Merit Financial Group
Georgia
$555K +$256K +1,800 +81%
WCA
646
Waypoint Capital Advisors
Minnesota
$552K
RC
647
Roundview Capital
New Jersey
$548K +$2.56K +18 +0.5%
PI
648
PFG Investments
New York
$545K -$45.9K -323 -8%
EF
649
Empowered Funds
Pennsylvania
$534K -$9.53M -67,056 -95%
ONB
650
Old National Bancorp
Indiana
$528K -$259K -1,823 -35%

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.