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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
FPAS
951
Focus Partners Advisor Solutions
Missouri
$280K +$287K +1,165 New
DFG
952
Demars Financial Group
Washington
$279K +$4.44K +18 +2%
CIA
953
Capital Investment Advisors
Georgia
$278K -$10.4K -42 -4%
MWM
954
Meridian Wealth Management
Kentucky
$278K -$5.18K -21 -2%
TLFA
955
True Link Financial Advisors
California
$276K -$4.44K -18 -2%
AGP
956
Autumn Glory Partners
Texas
$271K
TWA
957
TCI Wealth Advisors
Arizona
$271K +$247 +1 +0.1%
CWM
958
Cornerstone Wealth Management
Missouri
$271K +$987 +4 +0.4%
BTI
959
Blue Trust Inc
Georgia
$270K +$135K +549 +100%
CSB
960
City State Bank
Iowa
$269K
RCM
961
RB Capital Management
Nevada
$268K +$275K +1,116 New
AFP
962
Ausdal Financial Partners
Iowa
$267K -$987 -4 -0.4%
MCM
963
Maryland Capital Management
Maryland
$267K
HI
964
Harbour Investments
Wisconsin
$266K
VWM
965
Valley Wealth Managers
New Jersey
$265K -$6.17K -25 -2%
SCM
966
Spreng Capital Management
Ohio
$264K -$24.7K -100 -8%
FHA
967
Flagship Harbor Advisors
Massachusetts
$264K +$34.8K +141 +15%
EWM
968
Endowment Wealth Management
Wisconsin
$263K +$6.17K +25 +2%
ARG
969
Advisory Resource Group
Oklahoma
$262K +$493 +2 +0.2%
PCP
970
Proficio Capital Partners
Massachusetts
$262K +$7.89K +32 +3%
RCM
971
Radnor Capital Management
Pennsylvania
$261K
CAL
972
Capital Advisors Ltd
Ohio
$261K +$28.9K +117 +12%
ECM
973
Evergreen Capital Management
Washington
$258K +$10.6K +43 +4%
SRC
974
Shufro Rose & Co
New York
$256K +$4.44K +18 +2%
EDRH
975
Edmond de Rothschild Holding
Switzerland
$255K +$30.8K +125 +13%

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.