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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
AAS
701
Ameritas Advisory Services
Nebraska
$853K +$24.2K +98 +3%
MIM
702
Meridiem Investment Management
United Kingdom
$852K
MWC
703
MBM Wealth Consultants
Missouri
$848K -$36.5K -148 -4%
CQS
704
Credential Qtrade Securities
$844K +$9.87K +40 +1%
HWM
705
Hohimer Wealth Management
Washington
$831K -$987 -4 -0.1%
MWM
706
MorganRosel Wealth Management
Colorado
$827K +$850K +3,447 New
PFG
707
PAX Financial Group
Texas
$826K -$493 -2 -0.1%
MMPW
708
Mitchell McLeod Pugh & Williams
Alabama
$825K +$81.9K +332 +11%
IFWM
709
Institute for Wealth Management
Colorado
$820K
TFA
710
Transamerica Financial Advisors
Florida
$819K +$11.8K +48 +1%
CCM
711
CTC Capital Management
Illinois
$816K +$839K +3,400 New
PA
712
Profund Advisors
Maryland
$812K -$8.88K -36 -1%
SF
713
Summit Financial
New Jersey
$811K +$78K +316 +10%
O
714
Ossiam
France
$811K +$833K +3,378 +168,900%
CTC
715
Central Trust Company
Missouri
$805K +$542K +2,196 +189%
CAG
716
Csenge Advisory Group
Florida
$802K +$34K +138 +4%
HT
717
HighTower Trust
Texas
$784K +$807K +3,270 New
FB
718
Fulton Bank
Pennsylvania
$783K -$28.1K -114 -3%
Acadian Asset Management
719
Acadian Asset Management
Massachusetts
$779K +$804K +3,258 New
FA
720
FDx Advisors
Illinois
$778K -$534K -2,164 -40%
SS
721
Simplicity Solutions
Minnesota
$776K +$51.3K +208 +7%
5L
722
55I LLC
Massachusetts
$774K +$395K +1,602 +99%
IWC
723
Integrated Wealth Concepts
Massachusetts
$762K -$10.9K -44 -1%
XSC
724
X-Square Capital
Puerto Rico
$762K +$3.95K +16 +0.5%
PWMG
725
Prestige Wealth Management Group
New Jersey
$761K +$43.7K +177 +6%

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.