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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
ONGA
926
O'Neil Global Advisors
California
$309K +$43.7K +177 +16%
ANTB
927
AMG National Trust Bank
Colorado
$307K +$37.3K +151 +13%
DADC
928
D.A. Davidson & Co
Montana
$305K +$58.5K +237 +23%
SP
929
Successful Portfolios
Florida
$304K -$3.7K -15 -1%
EP
930
Edgestream Partners
New Jersey
$301K +$309K +1,254 New
RA
931
Rise Advisors
New York
$300K +$23.2K +94 +8%
CCB
932
Country Club Bank
Missouri
$299K +$4.69K +19 +2%
RCIM
933
Red Cedar Investment Management
Michigan
$299K +$308K +1,247 New
VFA
934
Voya Financial Advisors
Connecticut
$298K -$67.6K -274 -18%
OTPPB
935
Ontario Teachers' Pension Plan Board
Ontario, Canada
$298K +$307K +1,244 New
GIA
936
Gladstone Institutional Advisory
Florida
$297K -$118K -477 -28%
WB
937
WesBanco Bank
West Virginia
$295K -$88.6K -359 -23%
NL
938
NWAM LLC
Washington
$295K -$22.4K -91 -7%
SMC
939
Smith, Moore & Co
Missouri
$294K +$21.7K +88 +8%
JAG
940
Journey Advisory Group
Kentucky
$291K -$24.9K -101 -8%
PWM
941
Perigon Wealth Management
California
$291K +$1.48K +6 +0.5%
SFA
942
Sequoia Financial Advisors
Ohio
$290K -$378K -1,534 -56%
CM
943
Capula Management
Cayman Islands
$290K +$298K +1,210 New
CB
944
Cadence Bank
Mississippi
$289K +$297K +1,203 New
GCP
945
GSA Capital Partners
United Kingdom
$287K +$295K +1,196 New
PP
946
Paloma Partners
Connecticut
$286K -$4.45M -18,025 -94%
NW
947
NewEdge Wealth
Pennsylvania
$286K +$3.7K +15 +1%
GC
948
Gilbert & Cook
Iowa
$286K +$22K +89 +8%
YMRC
949
Yorktown Management & Research Company
Virginia
$282K +$290K +1,175 New
CA
950
Clearstead Advisors
Ohio
$280K +$147K +595 +104%

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.