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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
FMLI
851
Fukoku Mutual Life Insurance
Japan
$212K +$193K +1,357 New
WW
852
Westshore Wealth
California
$210K +$191K +1,343 New
HI
853
Harbour Investments
Wisconsin
$209K +$21.3K +150 +13%
ARG
854
Advisory Resource Group
Oklahoma
$209K +$190K +1,337 New
PPWP
855
Premier Path Wealth Partners
New Jersey
$207K +$189K +1,329 New
PPWM
856
PFG Private Wealth Management
Florida
$206K +$1.14K +8 +0.6%
NP
857
Nilsine Partners
Colorado
$206K +$188K +1,321 New
KWM
858
Kingsview Wealth Management
Oregon
$206K -$34K -239 -15%
SC
859
Sierra Capital
Florida
$205K +$186K +1,311 New
IAS
860
Insigneo Advisory Services
Florida
$204K -$31K -218 -14%
USCWA
861
U.S. Capital Wealth Advisors
Texas
$203K -$1.31M -9,234 -88%
AIMA
862
Ables Iannone Moore & Associates
Georgia
$203K
APP
863
Avantax Planning Partners
Iowa
$203K +$185K +1,298 New
SCM
864
Shelton Capital Management
Colorado
$203K +$185K +1,298 New
PP
865
PDS Planning
Ohio
$202K +$184K +1,294 New
CPSAC
866
Chas P. Smith & Associates (CPS)
Florida
$201K +$183K +1,288 New
AA
867
AJ Advisors
Tennessee
$200K +$183K +1,284 New
DJSG
868
D.J. St. Germain
Massachusetts
$197K -$48.3K -340 -21%
CA
869
Centerpoint Advisors
Massachusetts
$195K
PTC
870
Private Trust Company
Ohio
$191K -$8.39K -59 -5%
Federated Hermes
871
Federated Hermes
Pennsylvania
$189K +$112K +785 +186%
PBK
872
Peoples Bank (Kansas)
Kansas
$188K -$7.11K -50 -4%
HIA
873
Harbor Investment Advisory
Maryland
$186K +$8.39K +59 +5%
CF
874
Centaurus Financial
California
$185K -$51.9K -365 -24%
CTC
875
Central Trust Company
Missouri
$185K -$6.68K -47 -4%

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.