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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
MTIC
1001
Missouri Trust & Investment Company
Missouri
$14.1K +$12.8K +90 New
DPW
1002
DiNuzzo Private Wealth
Pennsylvania
$14K
PMFA
1003
Plante Moran Financial Advisors
Michigan
$14K +$1.99K +14 +18%
OAJ
1004
Ogorek Anthony Joseph
New York
$14K
VNA
1005
Valley National Advisers
Pennsylvania
$14K +$1.14K +8 +10%
ETC
1006
Exchange Traded Concepts
Oklahoma
$13.7K +$12.5K +88 New
FRA
1007
Front Row Advisors
California
$12.6K
JWM
1008
Janiczek Wealth Management
Colorado
$12.3K +$1.85K +13 +20%
AWM
1009
Atticus Wealth Management
Florida
$12.2K
SIS
1010
Sound Income Strategies
Florida
$11.9K
JFGIW
1011
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11.4K -$853 -6 -8%
TIM
1012
Tortoise Investment Management
New York
$11.4K
IGWM
1013
ICA Group Wealth Management
Colorado
$11.1K -$4.41K -31 -30%
DAM
1014
Delta Asset Management
Tennessee
$10.9K -$5.69K -40 -36%
ITFISA
1015
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$10.5K -$6.4K -45 -39%
POIA
1016
Pin Oak Investment Advisors
Texas
$10K
PPC
1017
Park Place Capital
Alabama
$9.99K -$2.27K -16 -20%
AWM
1018
Abound Wealth Management
Tennessee
$9.72K -$426 -3 -5%
W
1019
WealthCollab
Washington
$8.58K
First Manhattan
1020
First Manhattan
New York
$8.27K -$1.28K -9 -15%
TVWM
1021
Tower View Wealth Management
Wisconsin
$8.09K
PWMG
1022
Private Wealth Management Group
New Jersey
$7.96K
CFS
1023
CGC Financial Services
Oregon
$7.8K -$15.6K -110 -69%
ICM
1024
Islay Capital Management
Texas
$7.8K
MRCM
1025
M&R Capital Management
New Jersey
$7.8K

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.