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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
CLOS
701
Compagnie Lombard Odier SCmA
Switzerland
$406K -$295K -2,075 -44%
SW
702
SVB Wealth
Massachusetts
$404K -$115K -808 -24%
MCM
703
Monarch Capital Management
Indiana
$402K
FNBSF
704
First National Bank Sioux Falls
South Dakota
$400K +$284 +2 +0.1%
SC
705
Syon Capital
California
$400K -$340K -2,390 -48%
PA
706
Profund Advisors
Maryland
$399K -$65.5K -461 -15%
NFSG
707
Newbridge Financial Services Group
Florida
$398K -$178K -1,251 -33%
DADC
708
D.A. Davidson & Co
Montana
$395K +$103K +722 +40%
BPCA
709
Bank Pictet & Cie (Asia)
Singapore
$394K -$1.27M -8,923 -78%
ANTB
710
AMG National Trust Bank
Colorado
$392K +$357K +2,511 New
OCBCO
711
Oversea-Chinese Banking Corp (OCBC)
Singapore
$391K +$42.1K +296 +13%
MIM
712
Morningstar Investment Management
Illinois
$389K
LNC
713
Lincoln National Corp
Pennsylvania
$388K +$46.9K +330 +15%
ATI
714
Act Two Investors
California
$387K +$52.5K +369 +17%
CG
715
Caprock Group
Idaho
$381K +$48.5K +341 +16%
AIP
716
Ameritas Investment Partners
Nebraska
$381K
LSPW
717
Lake Street Private Wealth
Illinois
$379K +$711 +5 +0.2%
FCP
718
Fidelis Capital Partners
Florida
$377K +$9.67K +68 +3%
ECM
719
Evergreen Capital Management
Washington
$377K +$4.26K +30 +1%
BA
720
Bristlecone Advisors
Washington
$376K +$73.4K +516 +27%
LJAC
721
L.J. Altfest & Co
New York
$376K -$59.4K -418 -15%
FB
722
Fulton Bank
Pennsylvania
$375K -$4.97K -35 -1%
OIA
723
OneDigital Investment Advisors
Kansas
$374K +$89.4K +629 +36%
CBT
724
Central Bank & Trust
Kentucky
$373K -$37.5K -264 -10%
VSQM
725
V-Square Quantitative Management
Illinois
$370K +$122K +860 +57%

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.