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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
FCA
926
FinTrust Capital Advisors
South Carolina
$54.2K +$8.96K +63 +22%
HA
927
Homestead Advisers
Virginia
$53.7K
XC
928
XY Capital
Hong Kong
$53.7K +$48.9K +344 New
EDRH
929
Edmond de Rothschild Holding
Switzerland
$53.1K
MG
930
Mather Group
Illinois
$51.8K +$54.2K +381 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
931
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$51.5K
LWCFA
932
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$51.4K
SSB
933
Sandy Spring Bank
Maryland
$50.6K
QC
934
Quent Capital
New York
$48.7K -$1.99K -14 -4%
AWM
935
AllSquare Wealth Management
New York
$46.8K
PFA
936
Pathway Financial Advisers
Indiana
$45K +$5.83K +41 +17%
HWA
937
Heritage Wealth Advisors
Virginia
$43.9K
CA
938
Crewe Advisors
Utah
$40.1K +$36.5K +257 New
LFG
939
Larson Financial Group
Missouri
$39.9K -$6.54K -46 -15%
SIC
940
Salem Investment Counselors
North Carolina
$39K +$18.2K +128 +105%
CG
941
Cutler Group
California
$39K -$386K -2,712 -92%
IFS
942
Intelligent Financial Strategies
Minnesota
$37.6K -$18.2K -128 -35%
LWA
943
Lowe Wealth Advisors
Maryland
$37.5K
SC
944
Stephens Consulting
Michigan
$35.8K
HPC
945
HM Payson & Co
Maine
$35.4K
MWA
946
Miller Wealth Advisors
Colorado
$33.9K +$142 +1 +0.5%
CFFP
947
Center for Financial Planning
Michigan
$33.9K
OIAM
948
OFI Invest Asset Management
France
$31.8K -$3.84K -27 -11%
MCM
949
MV Capital Management
Maryland
$31.4K -$2.56K -18 -8%
HFM
950
Hartford Financial Management
Connecticut
$31.2K

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.