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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
SFS
801
Stiles Financial Services
Minnesota
$259K +$22K +155 +10%
WA
802
Wambolt & Associates
Colorado
$258K -$16.3K -115 -7%
BFG
803
Berger Financial Group
Minnesota
$258K +$235K +1,656 New
FUBT
804
First United Bank & Trust
Maryland
$258K -$86.7K -610 -27%
BW
805
Bison Wealth
Georgia
$257K +$426 +3 +0.2%
EWM
806
Endowment Wealth Management
Wisconsin
$257K +$4.83K +34 +2%
CFB
807
Cullen/Frost Bankers
Texas
$257K -$364K -2,564 -61%
WWS
808
Wellington Wealth Strategies
Indiana
$254K +$231K +1,628 New
DMBA
809
Deseret Mutual Benefit Administrators
Utah
$253K +$32.7K +230 +17%
ICG
810
InterOcean Capital Group
Tennessee
$252K -$31.6K -222 -12%
Connor, Clark & Lunn Investment Management (CC&L)
811
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$250K +$227K +1,600 New
VA
812
Valmark Advisers
Ohio
$249K -$11.1K -78 -5%
SSWM
813
Sheets Smith Wealth Management
North Carolina
$248K
PWPS
814
Pinnacle Wealth Planning Services
Ohio
$247K +$569 +4 +0.3%
TWM
815
Tradition Wealth Management
Minnesota
$247K +$7.68K +54 +4%
CGA
816
Crescent Grove Advisors
Illinois
$244K
PWP
817
Phillips Wealth Planners
Mississippi
$244K +$239K +1,681 New
KLCM
818
KG&L Capital Management
Louisiana
$243K -$27.3K -192 -11%
WS
819
Wedbush Securities
California
$242K +$4.41K +31 +2%
MCM
820
Mengis Capital Management
Oregon
$240K +$219K +1,540 New
CI
821
Conning Inc
Connecticut
$240K
AI
822
Accredited Investors
Minnesota
$239K -$76.1K -535 -26%
PNC
823
Park National Corp
Ohio
$237K -$698K -4,908 -76%
FFN
824
Focus Financial Network
Minnesota
$236K -$155K -1,091 -40%
SG
825
StoneX Group
New York
$236K -$6.68K -47 -3%

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.