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Dollar General

1,201 hedge funds and large institutions have $46.9B invested in Dollar General in 2022 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 441 increasing their positions, 484 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $707M | Put options by funds: $653M

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

9% less repeat investments, than reductions

Existing positions increased: 441 | Existing positions reduced: 484

1.82% less ownership

Funds ownership: 94.98%93.16% (-1.8%)

2% less funds holding

Funds holding: 1,2311,201 (-30)

9% less capital invested

Capital invested by funds: $51.5B → $46.9B (-$4.59B)

11% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 115

Holders
1,201
Holders Change
-30
Holders Change %
-2.44%
% of All Funds
18.94%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
102
Increased
441
Reduced
484
Closed
115
Calls
$707M
Puts
$653M
Net Calls
+$53.9M
Net Calls Change
+$165M
Name Holding Trade Value Shares
Change
Change in
Stake
IGWM
851
ICA Group Wealth Management
Colorado
$362K +$331K +1,557 New
ZCA
852
Zeke Capital Advisors
Pennsylvania
$362K +$345K +1,623 New
CPSAC
853
Chas P. Smith & Associates (CPS)
Florida
$360K
CWM
854
Curi Wealth Management
North Carolina
$352K +$59.7K +281 +22%
DJSG
855
D.J. St. Germain
Massachusetts
$350K
PWM
856
Purus Wealth Management
California
$350K
AG
857
AlphaSimPlex Group
Massachusetts
$349K -$86K -405 -21%
VA
858
Valmark Advisers
Ohio
$341K +$109K +512 +50%
CIC
859
Chilton Investment Company
Connecticut
$340K
SSWM
860
Sheets Smith Wealth Management
North Carolina
$340K
VFA
861
Voya Financial Advisors
Connecticut
$339K +$53.1K +250 +20%
SCM
862
Shelton Capital Management
Colorado
$338K
SYBT
863
Stock Yards Bank & Trust
Kentucky
$334K
IWP
864
Icon Wealth Partners
Texas
$334K +$850 +4 +0.3%
LOAMU
865
Lombard Odier Asset Management (USA)
New York
$331K +$316K +1,486 New
KM
866
Kalos Management
Georgia
$331K +$317K +1,491 New
PFBT
867
Parkside Financial Bank & Trust
Missouri
$329K +$2.55K +12 +0.8%
CA
868
Centerpoint Advisors
Massachusetts
$328K +$47.2K +222 +18%
B
869
Barings
North Carolina
$326K
AT
870
Arvest Trust
Oklahoma
$326K +$68K +320 +28%
CG
871
Colony Group
Massachusetts
$325K -$179K -843 -37%
WPW
872
Waldron Private Wealth
Pennsylvania
$323K -$232K -1,094 -43%
MWA
873
Meridian Wealth Advisors
Texas
$321K +$119K +562 +64%
FCH
874
Freestone Capital Holdings
Washington
$320K -$4.67K -22 -2%
APF
875
Alaska Permanent Fund
Alaska
$320K +$9.98K +47 +3%

DG Hedge Fund Activity: Q1 2022 in Review

1,201 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q1 2022, worth a combined $46.9B — down 8.9% from $51.5B a quarter earlier.

Sellers outnumbered buyers: 115 funds closed out of DG and 102 opened new positions — a net loss of 13 holders — while 484 trimmed existing stakes and 441 added.

The largest buyer was Capital International Investors, adding an estimated $306M. The largest seller was Wellington Management Group, cutting an estimated $451M.

  • 1,201 institutional investors held Dollar General (DG) as of Q1 2022, down from 1,231 in Q4 2021.
  • Funds reported $46.9B of Dollar General stock for Q1 2022, down 8.9% quarter-over-quarter.
  • 102 funds opened new Dollar General positions in Q1 2022 and 115 closed out, a net change of -13 holders.
  • The largest Dollar General buyer in Q1 2022 was Capital International Investors, an estimated $306M added.
  • The largest Dollar General seller in Q1 2022 was Wellington Management Group, an estimated $451M sold.

Based on aggregated 13F filings for Q1 2022.