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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
CNBT
676
Canandaigua National Bank & Trust
New York
$461K -$102K -721 -20%
WCA
677
Waratah Capital Advisors
Ontario, Canada
$460K +$130K +911 +45%
AF
678
Aldebaran Financial
$459K -$23.5K -165 -5%
CIAS
679
Capital Investment Advisory Services
North Carolina
$458K -$20.8K -146 -5%
KF
680
KKM Financial
Illinois
$455K -$2.13K -15 -0.5%
SC
681
Savant Capital
Illinois
$455K -$89.1K -627 -18%
CW
682
CreativeOne Wealth
Kansas
$452K +$63.1K +444 +18%
SWS
683
SYSTM Wealth Solutions
Illinois
$449K +$147K +1,031 +56%
II
684
Inspire Investing
Idaho
$444K -$59.1K -416 -13%
OWA
685
Octavia Wealth Advisors
Ohio
$436K -$3.7K -26 -0.9%
MCM
686
Mattern Capital Management
Colorado
$435K +$396K +2,788 New
SWM
687
Spire Wealth Management
Virginia
$431K -$143K -1,007 -27%
FSA
688
Franklin Street Advisors
North Carolina
$427K -$29.1K -205 -7%
MMPW
689
Mitchell McLeod Pugh & Williams
Alabama
$426K -$7.68K -54 -2%
UB
690
UMB Bank
Missouri
$422K -$9.24K -65 -2%
SC
691
Summa Corp
Texas
$421K
SP
692
Symmetry Partners
Connecticut
$419K -$211K -1,481 -36%
BIA
693
Benchmark Investment Advisors
Illinois
$417K -$208K -1,463 -35%
FEG
694
Financial Enhancement Group
Indiana
$417K -$446K -3,134 -53%
NWMG
695
National Wealth Management Group
Ohio
$416K +$379K +2,664 New
TSS
696
Two Sigma Securities
New York
$415K -$4.12K -29 -1%
AAM
697
Advisors Asset Management
Colorado
$412K -$257K -1,810 -41%
LOAMU
698
Lombard Odier Asset Management (USA)
New York
$408K -$313K -2,205 -46%
IFWM
699
Institute for Wealth Management
Colorado
$407K -$3.55K -25 -0.9%
RMC
700
Resources Management Corp
Connecticut
$407K -$443K -3,119 -54%

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.