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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
Loomis, Sayles & Company
951
Loomis, Sayles & Company
Massachusetts
$31K +$5.54K +39 +25%
RCM
952
Raleigh Capital Management
North Carolina
$30.7K +$17.6K +124 +170%
TH
953
TCTC Holdings
Texas
$30.3K
BFS
954
Burkett Financial Services
South Carolina
$30K +$142 +1 +0.5%
CMP
955
Coston McIsaac & Partners
Maine
$30K
CFD
956
Creative Financial Designs
Indiana
$29.1K -$15.8K -111 -37%
AGWCA
957
Annis Gardner Whiting Capital Advisors
Florida
$28.6K +$16.2K +114 +165%
FFA
958
Frazier Financial Advisors
Ohio
$28.3K +$11.7K +82 +83%
CIR
959
Clear Investment Research
Georgia
$27.5K
HCP
960
Hexagon Capital Partners
Arkansas
$27.4K
OLVIG
961
Oliver Lagore Vanvalin Investment Group
Michigan
$27.3K
BHWM
962
Beaird Harris Wealth Management
Texas
$27.2K +$7.39K +52 +43%
AF
963
Advisornet Financial
Minnesota
$26.8K -$5.83K -41 -19%
GBT
964
Grove Bank & Trust
Florida
$26.4K -$3.27K -23 -12%
JPWM
965
Jamison Private Wealth Management
Georgia
$26.2K +$13.4K +94 +127%
BWL
966
Bogart Wealth LLC
Virginia
$25.1K -$3.41M -23,987 -99%
TFA
967
Transamerica Financial Advisors
Florida
$25K -$145K -1,017 -87%
ME
968
McIlrath & Eck
Washington
$24.7K +$2.84K +20 +14%
EC
969
EntryPoint Capital
New York
$24.3K +$22.2K +156 New
FMII
970
Farmers & Merchants Investments Inc
Nebraska
$24K -$426 -3 -2%
HBW
971
Hazlett, Burt & Watson
West Virginia
$24K +$15.9K +112 +280%
AIM
972
Arcadia Investment Management
Michigan
$23.4K
TFIPS
973
Towarzystwo Funduszy Inwestycyjnych PZU SA
$22.5K
FMB
974
Field & Main Bank
Kentucky
$21.8K -$1.42K -10 -7%
TCOV
975
Trust Company of Vermont
Vermont
$21.1K +$9.38K +66 +96%

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.