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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
MNBTD
651
Moody National Bank Trust Division
Texas
$524K -$1.28K -9 -0.3%
MIM
652
Meridiem Investment Management
United Kingdom
$523K
LGA
653
Lebenthal Global Advisors
New York
$516K +$14.4K +101 +3%
BPA
654
Beacon Pointe Advisors
California
$515K -$609K -4,285 -56%
DWM
655
Dakota Wealth Management
Florida
$513K +$45.9K +323 +11%
MIP
656
Mondrian Investment Partners
United Kingdom
$513K
OC
657
Oppenheimer & Co
New York
$510K -$42.2K -297 -8%
LCM
658
LRT Capital Management
Texas
$510K +$464K +3,266 New
TPW
659
Transatlantique Private Wealth
New York
$505K +$203K +1,430 +79%
EWA
660
EverSource Wealth Advisors
Alabama
$503K -$22.2K -156 -4%
HCM
661
Helios Capital Management
Singapore
$499K
SYBT
662
Stock Yards Bank & Trust
Kentucky
$488K -$58.7K -413 -12%
PP
663
Paloma Partners
Connecticut
$486K +$367K +2,580 +481%
MYAM
664
Meiji Yasuda Asset Management
Japan
$483K +$71.1K +500 +19%
TVM
665
True Vision MN
Minnesota
$481K +$481K +3,384 New
IA
666
Inspire Advisors
Idaho
$480K +$19.5K +137 +5%
TYCC
667
Texas Yale Capital Corp
Florida
$480K
QCG
668
Quadrant Capital Group
Ohio
$479K -$17.8K -125 -4%
PCM
669
PenderFund Capital Management
British Columbia, Canada
$478K
FFA
670
Founders Financial Alliance
North Carolina
$471K +$7.39K +52 +2%
HI
671
Horizon Investments
North Carolina
$470K +$1.28K +9 +0.3%
MA
672
Mutual Advisors
Nebraska
$468K -$219K -1,538 -34%
MUAMU
673
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$468K -$142K -1,000 -25%
MA
674
MJP Associates
Connecticut
$466K +$424K +2,986 New
GI
675
GAMMA Investing
California
$463K +$83.9K +590 +25%

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.