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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
AWM
751
Avior Wealth Management
Nebraska
$329K +$268K +1,888 +866%
EFA
752
Evernest Financial Advisors
Indiana
$327K -$320K -2,254 -50%
CPA
753
Court Place Advisors
Maryland
$324K -$22.7K -160 -7%
MW
754
Marcum Wealth
Ohio
$324K +$295K +2,077 New
SS
755
Sunbelt Securities
Texas
$317K -$120K -845 -29%
CBFP
756
Cedar Brook Financial Partners
Ohio
$317K +$289K +2,032 New
AB
757
Atlas Brown
Kentucky
$315K -$18.6K -131 -6%
EI
758
Ellevest Inc
New York
$315K -$4.69K -33 -2%
PIM
759
Pullen Investment Management
Florida
$315K +$287K +2,018 New
EM
760
Excalibur Management
Massachusetts
$314K +$5.54K +39 +2%
PWM
761
Perigon Wealth Management
California
$314K -$7.53K -53 -3%
Lido Advisors
762
Lido Advisors
California
$313K -$294K -2,069 -51%
PAM
763
Paradigm Asset Management
New York
$312K -$85.3K -600 -23%
QOP
764
Quinn Opportunity Partners
Virginia
$312K
MC
765
Moors & Cabot
Massachusetts
$311K +$2.98K +21 +1%
CT
766
Chicago Trust
Illinois
$311K +$42.2K +297 +18%
ILI
767
Invesco LLC (Illinois)
Illinois
$310K -$2.7K -19 -0.9%
BCP
768
Berkeley Capital Partners
Georgia
$308K +$280K +1,971 New
MWM
769
Mission Wealth Management
California
$307K -$25K -176 -8%
JIP
770
Jaffetilchin Investment Partners
Florida
$305K +$278K +1,954 New
1W
771
1776 Wealth
Georgia
$304K +$5.83K +41 +2%
BFG
772
Beacon Financial Group
Texas
$304K +$5.12K +36 +2%
MCM
773
Manchester Capital Management
Vermont
$304K +$1.14K +8 +0.4%
BIG
774
Brooklyn Investment Group
New York
$301K +$56.9K +400 +26%
CCM
775
Chilton Capital Management
Texas
$299K -$37.4K -263 -12%

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.