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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
FCAG
1026
First Capital Advisors Group
New Jersey
$223K +$229K +928 New
SIA
1027
SkyView Investment Advisors
New Jersey
$223K +$229K +928 New
EWM
1028
Empirical Wealth Management
Washington
$222K -$67.6K -274 -23%
LIA
1029
LBMC Investment Advisors
Tennessee
$221K
SDWIA
1030
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$221K
BFO
1031
Biltmore Family Office
North Carolina
$220K +$4.19K +17 +2%
GWM
1032
Greenwich Wealth Management
Connecticut
$220K +$226K +917 New
LWM
1033
Laidlaw Wealth Management
New York
$220K +$226K +918 New
ADL
1034
Asset Dedication LLC
California
$219K +$239K +969 New
HI
1035
Horizon Investments
North Carolina
$218K -$278K -1,125 -55%
BCM
1036
Brown Capital Management
Maryland
$218K
KTC
1037
Kistler-Tiffany Companies
Pennsylvania
$218K
SOW
1038
State of Wyoming
Wyoming
$218K +$224K +910 New
WP
1039
WMS Partners
Maryland
$217K +$13.1K +53 +6%
SRG
1040
SBB Research Group
Illinois
$216K +$222K +901 New
DWM
1041
Doyle Wealth Management
Florida
$215K +$247 +1 +0.1%
APW
1042
Aurora Private Wealth
New Jersey
$215K +$221K +894 New
ONB
1043
Old National Bancorp
Indiana
$214K +$220K +891 New
PIA
1044
Perennial Investment Advisors
California
$212K -$227K -922 -51%
BG
1045
Bahl & Gaynor
Ohio
$212K
FCB
1046
First Command Bank
Texas
$211K
FCFS
1047
First Command Financial Services
Texas
$211K
HHGA
1048
Halbert Hargrove Global Advisors
California
$211K +$1.48K +6 +0.7%
SPP
1049
Single Point Partners
Massachusetts
$210K
LFA
1050
Legacy Financial Advisors
Kentucky
$210K +$11.6K +47 +6%

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.