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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
BG
976
Bahl & Gaynor
Ohio
$216K
FSC
977
Full Sail Capital
Oklahoma
$216K
HIC
978
Holderness Investments Company
North Carolina
$216K
PP
979
PDS Planning
Ohio
$216K +$5.95K +28 +3%
PWM
980
Provident Wealth Management
Tennessee
$214K +$3.19K +15 +2%
SPP
981
Single Point Partners
Massachusetts
$214K +$204K +959 New
OLVIG
982
Oliver Lagore Vanvalin Investment Group
Michigan
$214K +$204K +961 New
HCMT
983
Highland Capital Management (Tennessee)
Tennessee
$213K
AF
984
Advisornet Financial
Minnesota
$212K -$75.4K -355 -27%
AFWM
985
AMJ Financial Wealth Management
Virginia
$212K
CCM
986
Carlson Capital Management
Minnesota
$212K +$16.4K +77 +9%
ECM
987
Evergreen Capital Management
Washington
$212K +$203K +954 New
IFG
988
Independent Financial Group
California
$212K -$637 -3 -0.3%
EM
989
Excalibur Management
Massachusetts
$211K
GIM
990
Groesbeck Investment Management
New Jersey
$211K
PI
991
Putnam Investments
Massachusetts
$210K -$41.6K -196 -17%
EWA
992
EP Wealth Advisors
California
$210K -$15.9K -75 -7%
AIS
993
AM Investment Strategies
Tennessee
$210K
FFC
994
First Financial Corp
Indiana
$210K
GG
995
Gleason Group
Kentucky
$210K +$425 +2 +0.2%
SIA
996
SeaBridge Investment Advisors
New Jersey
$209K -$13.2K -62 -6%
AIP
997
Almanack Investment Partners
Pennsylvania
$208K -$1.91K -9 -1%
SC
998
Scotia Capital
Ontario, Canada
$207K -$3.16M -14,861 -94%
SB
999
Simmons Bank
Arkansas
$207K -$8.71K -41 -4%
BW
1000
Bison Wealth
Georgia
$207K +$12.1K +57 +7%

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.