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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
AWM
976
Axxcess Wealth Management
California
$254K +$261K +1,058 New
BWA
977
Beam Wealth Advisors
Louisiana
$253K
FANJ
978
Financial Architects (New Jersey)
New Jersey
$253K +$260K +1,055 New
IGGA
979
Iron Gate Global Advisors
Utah
$252K -$30.3K -123 -10%
IHL
980
Investment House LLC
California
$252K
AI
981
Accredited Investors
Minnesota
$250K
ACP
982
Aviance Capital Partners
Florida
$249K
VCM
983
Vigilant Capital Management
Maine
$249K
FI
984
Financial Insights
Washington
$249K +$256K +1,038 New
OWM
985
OneAscent Wealth Management
Alabama
$248K +$256K +1,036 New
SIC
986
Samalin Investment Counsel
New York
$246K
MHR
987
Matthew Hamilton Rosenberg
$244K +$493 +2 +0.2%
OLVIG
988
Oliver Lagore Vanvalin Investment Group
Michigan
$244K +$21.5K +87 +9%
KMWM
989
Keudell/Morrison Wealth Management
Oregon
$244K +$45.6K +185 +22%
AT
990
Arvest Trust
Oklahoma
$242K -$32.1K -130 -11%
MC
991
Machina Capital
France
$242K -$28.4K -115 -10%
FFM
992
Forum Financial Management
Illinois
$242K
DWT
993
Dorsey & Whitney Trust
South Dakota
$242K +$34.8K +141 +16%
HWA
994
Heartwood Wealth Advisors
Virginia
$240K -$2.47K -10 -1%
CCM
995
Carlson Capital Management
Minnesota
$240K -$247 -1 -0.1%
DWA
996
Douglass Winthrop Advisors
New York
$240K
DBIA
997
Dumont & Blake Investment Advisors
New Jersey
$240K
ST
998
Spinnaker Trust
Maine
$240K
VC
999
Veracity Capital
Georgia
$240K +$2.71K +11 +1%
LFM
1000
LGT Fund Management
Liechtenstein
$240K +$247K +1,000 New

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.