We are live on ! Find out more
DG icon

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
DF
976
DecisionPoint Financial
Arizona
$20.5K
SIM
977
Studio Investment Management
Illinois
$20.3K +$1.28K +9 +7%
WT
978
Washington Trust
Rhode Island
$20K
RFG
979
RFP Financial Group
Georgia
$20K -$4.12K -29 -18%
CA
980
Continuum Advisory
Idaho
$19.9K +$20K +141 New
IRC
981
Investors Research Corp
Georgia
$19.4K
MHR
982
Matthew Hamilton Rosenberg
$19.2K +$7.39K +52 +74%
AF
983
Arrow Financial
New York
$19K
GKIM
984
GW&K Investment Management
Massachusetts
$19K +$853 +6 +5%
DSC
985
Duncker Streett & Co
Missouri
$17.9K
SWM
986
Sugarloaf Wealth Management
Georgia
$17.4K -$13.9K -98 -47%
RS
987
Rakuten Securities
Japan
$17K -$1.28K -9 -8%
VWM
988
Venturi Wealth Management
Texas
$16.9K +$6.97K +49 +83%
FFL
989
Financial Freedom LLC
Ohio
$16.7K
EPW
990
Evergreen Private Wealth
Colorado
$16.2K -$142 -1 -1%
FGA
991
Fortis Group Advisors
New Jersey
$15.6K -$14.2K -100 -50%
CB
992
CNB Bank
Pennsylvania
$15.6K
CWP
993
Concord Wealth Partners
Virginia
$15.6K
ITIM
994
Indiana Trust & Investment Management
Indiana
$15.6K
EBA
995
Eagle Bay Advisors
New York
$15.3K +$8.1K +57 +139%
PP
996
Pacifica Partners
Canada
$15.1K
JFA
997
JNBA Financial Advisors
Minnesota
$15.1K
FFWM
998
Future Financial Wealth Management
Ohio
$14.7K +$13.4K +94 New
PCFFS
999
Pacific Center for Financial Services
California
$14.4K
BIA
1000
Bell Investment Advisors
California
$14.4K +$1.14K +8 +10%

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.