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Dollar General

1,262 hedge funds and large institutions have $49.7B invested in Dollar General in 2022 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 478 increasing their positions, 441 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 83

3% more funds holding

Funds holding: 1,2281,262 (+34)

8% more repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 441

0.19% less ownership

Funds ownership: 92.34%92.15% (-0.19%)

3% less capital invested

Capital invested by funds: $51.3B → $49.7B (-$1.66B)

6% less funds holding in top 10

Funds holding in top 10: 5350 (-3)

27% less call options, than puts

Call options by funds: $602M | Put options by funds: $829M

Holders
1,262
Holders Change
+34
Holders Change %
+2.77%
% of All Funds
21.74%
Holding in Top 10
50
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.66%
% of All Funds
0.86%
New
133
Increased
478
Reduced
441
Closed
83
Calls
$602M
Puts
$829M
Net Calls
-$227M
Net Calls Change
+$83.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
676
Founders Financial Alliance
North Carolina
$914K +$178K +721 +23%
SFA
677
Souders Financial Advisors
Ohio
$907K -$179K -727 -16%
OPWM
678
Oxinas Partners Wealth Management
Indiana
$904K +$61.9K +251 +7%
BAM
679
Belpointe Asset Management
Nevada
$901K +$217K +878 +30%
AB
680
Atlas Brown
Kentucky
$900K
MMA
681
Miracle Mile Advisors
California
$900K +$107K +434 +13%
RWM
682
Ritholtz Wealth Management
New York
$892K +$917K +3,717 New
TCM
683
Teza Capital Management
Illinois
$891K -$179K -726 -16%
CPA
684
Court Place Advisors
Maryland
$889K -$12.3K -50 -1%
DY
685
Dowling & Yahnke
California
$887K +$68.6K +278 +8%
GT
686
Glenview Trust
Kentucky
$885K -$16.3K -66 -2%
VPI
687
Value Partners Investments
Manitoba, Canada
$885K +$95.2K +386 +12%
Lido Advisors
688
Lido Advisors
California
$882K -$3.45K -14 -0.4%
AG
689
Ascent Group
Virginia
$872K +$372K +1,508 +79%
CAM
690
Cypress Asset Management
Texas
$870K
BAAM
691
Baker Avenue Asset Management
California
$870K +$444K +1,801 +99%
SA
692
SRN Advisors
Pennsylvania
$865K -$264K -1,071 -23%
EI
693
Ethic Inc
New York
$865K -$60.4K -245 -6%
VVP
694
Venture Visionary Partners
Ohio
$864K +$15K +61 +2%
Luther King Capital Management (LKCM)
695
Luther King Capital Management (LKCM)
Texas
$863K +$41.4K +168 +5%
TPCW
696
TD Private Client Wealth
New York
$861K -$212K -859 -19%
WCA
697
Waypoint Capital Advisors
Minnesota
$859K
PA
698
Parallel Advisors
California
$858K +$16K +65 +2%
SW
699
SVB Wealth
Massachusetts
$856K +$380K +1,540 +76%
II
700
Inspire Investing
Idaho
$853K -$493K -1,997 -36%

DG Hedge Fund Activity: Q3 2022 in Review

1,262 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q3 2022, worth a combined $49.7B — down 3.2% from $51.3B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new DG positions and 83 closed out — a net gain of 50 holders — while 478 added to existing stakes and 441 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $325M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.32B.

  • 1,262 institutional investors held Dollar General (DG) as of Q3 2022, up from 1,228 in Q2 2022.
  • Funds reported $49.7B of Dollar General stock for Q3 2022, down 3.2% quarter-over-quarter.
  • 133 funds opened new Dollar General positions in Q3 2022 and 83 closed out, a net change of +50 holders.
  • The largest Dollar General buyer in Q3 2022 was Viking Global Investors, an estimated $325M added.
  • The largest Dollar General seller in Q3 2022 was T. Rowe Price Associates, an estimated $1.32B sold.

Based on aggregated 13F filings for Q3 2022.