We are live on ! Find out more
DG icon

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
FAM
826
Fenimore Asset Management
New York
$235K -$34.7M -244,233 -99%
WWP
827
WR Wealth Planners
Missouri
$235K +$214K +1,505 New
PWLP
828
Prio Wealth Limited Partnership
Massachusetts
$233K +$212K +1,493 New
PCP
829
Proficio Capital Partners
Massachusetts
$231K +$211K +1,481 New
GEA
830
Glen Eagle Advisors
New Jersey
$231K -$117K -824 -36%
GTAM
831
Global Trust Asset Management
Florida
$228K -$60.4K -425 -23%
IFG
832
Independent Financial Group
California
$227K -$66.2K -466 -24%
CT
833
Colonial Trust
South Carolina
$227K -$711 -5 -0.3%
Fayez Sarofim & Co
834
Fayez Sarofim & Co
Texas
$225K +$205K +1,443 New
EFG
835
Everhart Financial Group
Ohio
$225K +$205K +1,441 New
GIA
836
Gladstone Institutional Advisory
Florida
$224K +$204K +1,435 New
CCA
837
Checchi Capital Advisers
California
$223K +$204K +1,432 New
WPC
838
Wedmont Private Capital
Pennsylvania
$222K +$206K +1,449 New
CFG
839
Citizens Financial Group
Rhode Island
$221K -$19.8K -139 -9%
DWM
840
Dorchester Wealth Management
Quebec, Canada
$219K +$200K +1,405 New
PFM
841
Patton Fund Management
Texas
$219K +$200K +1,404 New
GA
842
Goldstein Advisors
Wisconsin
$218K +$199K +1,398 New
PTC
843
Philadelphia Trust Company
Pennsylvania
$218K +$199K +1,400 New
BIAS
844
Beacon Investment Advisory Services
New Jersey
$217K -$13.9K -98 -7%
PFG
845
Prosperity Financial Group
California
$215K +$196K +1,379 New
CS
846
Capital Square
Tennessee
$215K +$196K +1,377 New
SIA
847
Sit Investment Associates
Minnesota
$215K
PWG
848
Portside Wealth Group
Utah
$213K +$194K +1,365 New
CSB
849
City State Bank
Iowa
$213K +$1.85K +13 +1%
JWBC
850
J.W. Burns & Co
New York
$212K +$193K +1,360 New

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.