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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
KFI
901
Key Financial Inc
Pennsylvania
$107K
HT
902
Headlands Technologies
Illinois
$104K -$73.5K -517 -44%
PAI
903
Pittenger & Anderson Inc
Nebraska
$101K +$7.11K +50 +8%
FCAS
904
First Command Advisory Services
Texas
$100K -$23.3K -164 -20%
AFS
905
Annapolis Financial Services
Maryland
$99.1K
GRP
906
Global Retirement Partners
California
$98.5K -$11.1K -78 -11%
CWM
907
CarsonAllaria Wealth Management
Illinois
$96.9K +$426 +3 +0.5%
AA
908
Alta Advisers
United Kingdom
$93.6K
PWMG
909
Prestige Wealth Management Group
New Jersey
$93.2K
BTI
910
Blue Trust Inc
Georgia
$89.1K +$4.97K +35 +7%
PCMC
911
Planning Capital Management Corporation
Pennsylvania
$80.4K +$16.3K +115 +29%
CWM
912
Cedar Wealth Management
California
$79.4K
GWM
913
Geneos Wealth Management
Colorado
$76.1K +$284 +2 +0.4%
HWA
914
HHM Wealth Advisors
Tennessee
$74.6K
WPA
915
West Paces Advisors
Georgia
$73.8K
AT
916
Arlington Trust
Alabama
$72.6K -$3.13K -22 -5%
NSIM
917
North Star Investment Management
Illinois
$70.5K +$18.1K +127 +39%
NBT
918
Northwest Bank & Trust
Iowa
$69.6K
ST
919
Smithfield Trust
Pennsylvania
$62K
CT
920
Clearstead Trust
Maine
$61.5K -$316K -2,224 -85%
BCV
921
Banque Cantonale Vaudoise
Switzerland
$58K -$633K -4,452 -92%
JWA
922
JFS Wealth Advisors
Pennsylvania
$56.8K +$13.4K +94 +35%
DWS
923
Dynamic Wealth Strategies
California
$56K -$112K -789 -69%
FFC
924
First Financial Corp
Indiana
$54.6K -$64.1K -451 -56%
GFPC
925
Global Financial Private Client
Florida
$54.4K

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.