We are live on ! Find out more
DG icon

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
DMBA
726
Deseret Mutual Benefit Administrators
Utah
$760K -$172K -698 -18%
EF
727
Empowered Funds
Pennsylvania
$756K +$779K +3,156 New
BCM
728
Brookstone Capital Management
Illinois
$755K +$152K +615 +24%
TCWM
729
Total Clarity Wealth Management
Illinois
$752K +$16.3K +66 +2%
QI
730
Qtron Investments
Massachusetts
$749K +$270K +1,093 +54%
PP
731
Patten & Patten
Tennessee
$748K +$247 +1 +0%
HFS
732
Hantz Financial Services
Michigan
$740K +$582K +2,360 +325%
AIA
733
Avalon Investment & Advisory
Texas
$738K -$85.4K -346 -10%
LIG
734
Lokken Investment Group
Delaware
$738K +$4.69K +19 +0.6%
CA
735
CoreCap Advisors
Michigan
$735K +$479K +1,942 +173%
MA
736
Mutual Advisors
Nebraska
$729K +$145K +586 +24%
CCG
737
Ceeto Capital Group
Florida
$726K
TW
738
TrinityPoint Wealth
Connecticut
$725K +$30.8K +125 +4%
OWA
739
Octavia Wealth Advisors
Ohio
$714K -$3.7K -15 -0.5%
KA
740
Kintegral Advisory
New York
$712K
EVM
741
Evelyn V. Moreno
$711K +$1.48K +6 +0.2%
LB
742
Legacy Bridge
Iowa
$701K
CFG
743
Citizens Financial Group
Rhode Island
$691K -$16.8K -68 -2%
RBC
744
Romano Brothers & Co
Illinois
$691K +$711K +2,884 New
DG
745
DMC Group
Alabama
$688K -$60.4K -245 -8%
AAP
746
Arax Advisory Partners
Colorado
$685K -$53K -215 -7%
CGL
747
Clarius Group LLC
Washington
$683K +$15.3K +62 +2%
CWM
748
Circle Wealth Management
New Jersey
$681K -$5.18K -21 -0.7%
FIM
749
Freedom Investment Management
Connecticut
$680K -$45.1K -183 -6%
CI
750
Cigna Investments
Connecticut
$678K -$29.4K -119 -4%

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.