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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
HWMA
1026
Heritage Wealth Management (Arizona)
Arizona
$129K +$123K +579 New
CWM
1027
Cedar Wealth Management
California
$127K
CA
1028
Clearstead Advisors
Ohio
$125K +$30.4K +143 +34%
ADL
1029
Asset Dedication LLC
California
$124K +$119K +558 +2,426%
BIP
1030
Blueprint Investment Partners
North Carolina
$116K
LC
1031
Lindbrook Capital
California
$114K +$4.46K +21 +4%
WTA
1032
Washington Trust Advisors
Massachusetts
$113K -$9.77K -46 -8%
SWM
1033
Selective Wealth Management
Virginia
$112K
AWM
1034
AllSquare Wealth Management
New York
$111K
WFA
1035
West Financial Advisors
Iowa
$111K
TFP
1036
Tilia Fiduciary Partners
North Carolina
$109K
BFC
1037
Bedel Financial Consulting
Indiana
$108K -$4.25K -20 -4%
ST
1038
Smithfield Trust
Pennsylvania
$108K
WPA
1039
West Paces Advisors
Georgia
$107K -$4.25K -20 -4%
NR
1040
Newfound Research
Massachusetts
$102K -$40.4K -190 -29%
SOW
1041
State of Wyoming
Wyoming
$98K -$850 -4 -0.9%
CWA
1042
Clearview Wealth Advisors
Oregon
$95K -$62.2K -293 -41%
PCG
1043
Private Capital Group
Connecticut
$95K -$1.27K -6 -1%
C
1044
Covestor
United Kingdom
$93K +$54.2K +255 +156%
GRP
1045
Global Retirement Partners
California
$93K +$101K +474 New
HWA
1046
Heritage Wealth Advisors
Virginia
$92K
SJIA
1047
St. James Investment Advisors
New York
$90K
CFO
1048
CVA Family Office
Colorado
$89K +$51K +240 +150%
TFM
1049
TFC Financial Management
Massachusetts
$88K
MAM
1050
Magellan Asset Management
Australia
$87K +$83.1K +391 New

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.