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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
LC
876
Lindbrook Capital
California
$184K +$4.26K +30 +3%
LSA
877
Leonteq Securities AG
Switzerland
$183K -$970K -6,823 -85%
SIM
878
Sentry Investment Management
Wisconsin
$180K
CBT
879
CoreFirst Bank & Trust
Kansas
$171K
PVH
880
Psagot Value Holdings
Israel
$162K -$955K -6,720 -87%
ZB
881
Zions Bancorporation
Utah
$162K +$121K +852 +463%
CA
882
CoreCap Advisors
Michigan
$157K +$143K +1,007 New
CAL
883
Capital Advisors Ltd
Ohio
$155K +$13.9K +98 +11%
CA
884
Clearstead Advisors
Ohio
$152K -$3.41K -24 -2%
CFO
885
CVA Family Office
Colorado
$143K +$8.96K +63 +7%
CI Investments Inc
886
CI Investments Inc
Ontario, Canada
$143K +$43.6K +307 +50%
GWSG
887
GPS Wealth Strategies Group
Colorado
$139K -$74.8K -526 -37%
CFGS
888
Concourse Financial Group Securities
Alabama
$137K +$41.7K +293 +50%
SAM
889
Smartleaf Asset Management
Massachusetts
$136K -$25.2K -177 -17%
C
890
Covestor
United Kingdom
$130K +$63.7K +448 +119%
CP
891
Castleview Partners
Texas
$130K +$35.4K +249 +43%
PB
892
Pinnacle Bancorp
Nebraska
$127K +$28.4K +200 +33%
PFBT
893
Parkside Financial Bank & Trust
Missouri
$125K +$8.24K +58 +8%
TCPG
894
Trivant Custom Portfolio Group
California
$125K +$142 +1 +0.1%
RTC
895
Riverview Trust Company
Washington
$113K +$103K +725 New
ACA
896
Atlas Capital Advisors
Wyoming
$112K
BGAI
897
Bruce G. Allen Investments
Colorado
$110K +$6.97K +49 +7%
RA
898
Rise Advisors
New York
$109K +$12.8K +90 +15%
MPWT
899
MassMutual Private Wealth & Trust
Connecticut
$108K +$10.8K +76 +12%
RIA
900
Realta Investment Advisors
Delaware
$107K +$97.7K +687 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.