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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
TLFA
926
True Link Financial Advisors
California
$260K
KTC
927
Kistler-Tiffany Companies
Pennsylvania
$260K +$48.9K +230 +24%
BG
928
Bollard Group
Massachusetts
$259K +$425 +2 +0.2%
VWA
929
Visionary Wealth Advisors
Illinois
$258K +$2.76K +13 +1%
BCM
930
Birch Capital Management
Texas
$258K +$23.8K +112 +11%
DWM
931
Dorchester Wealth Management
Quebec, Canada
$257K +$197K +925 New
CSB
932
City State Bank
Iowa
$255K -$10.6K -50 -4%
SMC
933
Smith, Moore & Co
Missouri
$254K -$653K -3,076 -73%
CTC
934
Central Trust Company
Missouri
$252K -$1.06K -5 -0.4%
AWM
935
Altium Wealth Management
New York
$249K -$65.4K -308 -22%
MCM
936
Maryland Capital Management
Maryland
$248K -$7.86K -37 -3%
OIA
937
OneDigital Investment Advisors
Kansas
$247K -$159K -747 -40%
CWM
938
Cornerstone Wealth Management
Missouri
$247K -$9.77K -46 -4%
CA
939
CoreCap Advisors
Michigan
$247K +$28K +132 +14%
WFI
940
West Family Investments
California
$244K -$577K -2,717 -71%
CA
941
Calton & Associates
Florida
$244K +$11K +52 +5%
RCM
942
Radnor Capital Management
Pennsylvania
$243K -$32.9K -155 -12%
ARG
943
Advisory Resource Group
Oklahoma
$243K
RA
944
RFG Advisory
Alabama
$241K -$31K -146 -12%
MPW
945
Monterey Private Wealth
California
$240K +$225K +1,057 New
DTL
946
Dynamic Technology Lab
Singapore
$236K -$620K -2,918 -73%
BWA
947
Beam Wealth Advisors
Louisiana
$235K
SRC
948
Shufro Rose & Co
New York
$234K +$10.6K +50 +5%
IHL
949
Investment House LLC
California
$234K +$223K +1,050 New
CG
950
Cutler Group
California
$233K -$1.13M -5,300 -83%

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.