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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
SIA
726
Schechter Investment Advisors
Michigan
$367K +$10.9K +77 +3%
FCI
727
Financial Counselors Inc
Kansas
$365K +$17.1K +120 +5%
OWP
728
Obermeyer Wealth Partners
Colorado
$365K
SFI
729
Siemens Fonds Invest
Germany
$364K -$16.6K -117 -5%
CI
730
Cigna Investments
Connecticut
$360K -$5.69K -40 -2%
AWM
731
AE Wealth Management
Kansas
$358K -$1.22M -8,554 -79%
LWAM
732
Legacy Wealth Asset Management
Minnesota
$356K +$14.8K +104 +5%
TIA
733
Tandem Investment Advisors
South Carolina
$356K -$326K -2,296 -50%
VFA
734
Voya Financial Advisors
Connecticut
$355K +$995 +7 +0.3%
CWM
735
Cornerstone Wealth Management
Missouri
$352K +$46.8K +329 +17%
SWP
736
Significant Wealth Partners
Illinois
$352K -$455K -3,203 -59%
CG
737
Cynosure Group
Utah
$351K +$320K +2,251 New
BWM
738
Baron Wealth Management
Michigan
$351K +$28.7K +202 +10%
FWA
739
FSM Wealth Advisors
Ohio
$348K +$317K +2,228 New
Axa
740
Axa
France
$346K +$569 +4 +0.2%
CAM
741
Cidel Asset Management
Ontario, Canada
$346K -$16.5K -116 -5%
CGL
742
Clarius Group LLC
Washington
$342K +$30.6K +215 +11%
WB
743
WesBanco Bank
West Virginia
$340K +$14.5K +102 +5%
GL
744
Graypoint LLC
New York
$340K +$309K +2,175 New
SMC
745
Smith, Moore & Co
Missouri
$339K -$99.4K -699 -24%
MPM
746
MBB Public Markets
Illinois
$335K +$305K +2,146 New
WAM
747
Weatherly Asset Management
California
$335K
CC
748
Corton Capital
Ontario, Canada
$334K -$389K -2,735 -56%
DILIC
749
Dai-ichi Life Insurance Company
Japan
$330K
RBC
750
Romano Brothers & Co
Illinois
$330K

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.