We are live on ! Find out more
DG icon

Dollar General

1,262 hedge funds and large institutions have $49.7B invested in Dollar General in 2022 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 478 increasing their positions, 441 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 83

3% more funds holding

Funds holding: 1,2281,262 (+34)

8% more repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 441

0.19% less ownership

Funds ownership: 92.34%92.15% (-0.19%)

3% less capital invested

Capital invested by funds: $51.3B → $49.7B (-$1.66B)

6% less funds holding in top 10

Funds holding in top 10: 5350 (-3)

27% less call options, than puts

Call options by funds: $602M | Put options by funds: $829M

Holders
1,262
Holders Change
+34
Holders Change %
+2.77%
% of All Funds
21.74%
Holding in Top 10
50
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.66%
% of All Funds
0.86%
New
133
Increased
478
Reduced
441
Closed
83
Calls
$602M
Puts
$829M
Net Calls
-$227M
Net Calls Change
+$83.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
876
Curi Wealth Management
North Carolina
$374K
PWM
877
Purus Wealth Management
California
$373K -$4.69K -19 -1%
SC
878
Sepio Capital
Utah
$372K -$465K -1,884 -55%
ZCA
879
Zeke Capital Advisors
Pennsylvania
$371K
FCI
880
Financial Counselors Inc
Kansas
$370K -$66.4K -269 -15%
AC
881
Avestar Capital
New York
$369K -$56.2K -228 -13%
FMLI
882
Fukoku Mutual Life Insurance
Japan
$367K -$170K -690 -31%
VHAM
883
Van Hulzen Asset Management
California
$367K -$82.4K -334 -18%
SSWM
884
Sheets Smith Wealth Management
North Carolina
$366K
PFS
885
Prospera Financial Services
Texas
$366K +$181K +732 +93%
RT
886
Rockland Trust
Massachusetts
$365K -$247 -1 -0.1%
HA
887
Herold Advisors
New York
$360K
EWM
888
Evercore Wealth Management
New York
$360K +$130K +527 +54%
IWA
889
Icon Wealth Advisors
Texas
$359K +$369K +1,495 New
TCA
890
Transcend Capital Advisors
New Jersey
$358K -$84.1K -341 -19%
EI
891
Ellevest Inc
New York
$354K -$36.3K -147 -9%
CA
892
Centerpoint Advisors
Massachusetts
$353K
KLCM
893
KG&L Capital Management
Louisiana
$353K
RCA
894
Reitz Capital Advisors
Michigan
$348K +$85.1K +345 +31%
WPW
895
Waldron Private Wealth
Pennsylvania
$347K -$12.3K -50 -3%
SCM
896
Shelton Capital Management
Colorado
$346K -$18.5K -75 -5%
FF
897
FourThought Financial
Florida
$345K +$56K +227 +19%
IA
898
Insight Advisors
Pennsylvania
$342K +$33.8K +137 +11%
PTC
899
Philadelphia Trust Company
Pennsylvania
$339K -$740 -3 -0.2%
AFWM
900
AMJ Financial Wealth Management
Virginia
$338K +$104K +421 +43%

DG Hedge Fund Activity: Q3 2022 in Review

1,262 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q3 2022, worth a combined $49.7B — down 3.2% from $51.3B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new DG positions and 83 closed out — a net gain of 50 holders — while 478 added to existing stakes and 441 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $325M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.32B.

  • 1,262 institutional investors held Dollar General (DG) as of Q3 2022, up from 1,228 in Q2 2022.
  • Funds reported $49.7B of Dollar General stock for Q3 2022, down 3.2% quarter-over-quarter.
  • 133 funds opened new Dollar General positions in Q3 2022 and 83 closed out, a net change of +50 holders.
  • The largest Dollar General buyer in Q3 2022 was Viking Global Investors, an estimated $325M added.
  • The largest Dollar General seller in Q3 2022 was T. Rowe Price Associates, an estimated $1.32B sold.

Based on aggregated 13F filings for Q3 2022.