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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
NS
776
NBC Securities
Alabama
$298K -$16.5K -116 -6%
PA
777
Parallel Advisors
California
$297K +$15.6K +110 +6%
HGERS
778
Householder Group Estate & Retirement Specialist
Arizona
$292K -$15.4K -108 -5%
WQ
779
Wealth Quarterback
New Jersey
$290K -$652K -4,585 -71%
ETIA
780
Epic Trust Investment Advisors
Washington
$289K +$30.4K +214 +13%
SF
781
Summit Financial
New Jersey
$286K +$260K +1,831 New
MAS
782
Meeder Advisory Services
Ohio
$284K +$259K +1,821 New
PIM
783
Plato Investment Management
Australia
$283K +$257K +1,811 New
HFM
784
Harvest Fund Management
China
$282K +$256K +1,802 New
RB
785
Renasant Bank
Mississippi
$282K +$426 +3 +0.2%
AAG
786
Accordant Advisory Group
Maryland
$279K +$254K +1,788 New
GWANC
787
Guardian Wealth Advisors (North Carolina)
North Carolina
$278K -$63.7K -448 -20%
GWM
788
GSB Wealth Management
Connecticut
$278K -$162K -1,138 -39%
Nomura Holdings
789
Nomura Holdings
Japan
$274K -$11.1M -78,203 -98%
FFM
790
Forum Financial Management
Illinois
$273K -$12.9K -91 -5%
NAS
791
Nicolet Advisory Services
Wisconsin
$272K -$65.4K -460 -21%
SFI
792
SPC Financial Inc
Maryland
$271K +$14.2K +100 +6%
AMBIA
793
Allen Mooney & Barnes Investment Advisors
Georgia
$271K +$24.3K +171 +11%
BCMLT
794
Beacon Capital Management LLC (Tennessee)
Tennessee
$270K +$4.12K +29 +2%
ARC
795
Advisor Resource Council
Texas
$270K +$282K +1,984 New
FFA
796
First Foundation Advisors
California
$269K -$5.54K -39 -2%
TCA
797
Transcend Capital Advisors
New Jersey
$266K +$4.69K +33 +2%
SGCA
798
Steel Grove Capital Advisors
Tennessee
$265K +$242K +1,700 New
FNBT
799
FineMark National Bank & Trust
Florida
$262K -$4.83K -34 -2%
FHA
800
First Horizon Advisors
Tennessee
$260K -$40.5K -285 -15%

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.