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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
KFI
1001
Key Financial Inc
Pennsylvania
$207K +$52.3K +246 +36%
LIA
1002
LBMC Investment Advisors
Tennessee
$205K
SDWIA
1003
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$205K
SIA
1004
Sit Investment Associates
Minnesota
$204K -$55.2K -260 -22%
KMWM
1005
Keudell/Morrison Wealth Management
Oregon
$204K -$2.76K -13 -1%
FFA
1006
First Foundation Advisors
California
$202K -$2.12K -10 -1%
BCM
1007
Brown Capital Management
Maryland
$202K
GIA
1008
Gateway Investment Advisers
Ohio
$201K -$3.82K -18 -2%
BFO
1009
Biltmore Family Office
North Carolina
$200K -$21.5K -101 -10%
GGS
1010
Galvin Gaustad & Stein
Arizona
$200K -$637 -3 -0.3%
KPCM
1011
Kings Point Capital Management
New York
$198K -$3.61K -17 -2%
FCB
1012
First Command Bank
Texas
$196K -$7.43K -35 -4%
FCFS
1013
First Command Financial Services
Texas
$196K -$7.43K -35 -4%
CAL
1014
Capital Advisors Ltd
Ohio
$184K +$84.8K +399 +94%
HFS
1015
Hantz Financial Services
Michigan
$177K -$934K -4,397 -85%
PWP
1016
Pursue Wealth Partners
California
$172K +$151K +712 New
WT
1017
Whittier Trust
California
$162K +$17.6K +83 +13%
MHR
1018
Matthew Hamilton Rosenberg
$158K +$97.7K +460 +183%
DWP
1019
Destiny Wealth Partners
Florida
$149K -$52.9K -249 -27%
IFS
1020
Intelligent Financial Strategies
Minnesota
$143K
KFP
1021
KB Financial Partners
New Jersey
$141K -$17K -80 -11%
AFS
1022
Annapolis Financial Services
Maryland
$141K
CF
1023
Centaurus Financial
California
$138K -$14K -66 -10%
FAG
1024
Fortitude Advisory Group
Washington
$135K -$21.2K -100 -14%
PVH
1025
Psagot Value Holdings
Israel
$131K

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.