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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
PCA
1026
Providence Capital Advisors
North Carolina
$7.8K
SJIM
1027
St. Johns Investment Management
Florida
$7.8K
LF
1028
LifeSteps Financial
California
$7.8K +$7.11K +50 New
NCTC
1029
New Covenant Trust Company
Indiana
$7.49K +$6.82K +48 New
LI
1030
LRI Investments
Florida
$7.18K +$6.54K +46 New
CWAF
1031
Core Wealth Advisors (Florida)
Florida
$7.02K
FWM
1032
FSA Wealth Management
Massachusetts
$7.02K
ADL
1033
Asset Dedication LLC
California
$7K -$284 -2 -2%
DWA
1034
Delos Wealth Advisors
Texas
$6.87K +$5.69K +40 +1,000%
VCM
1035
Versant Capital Management
Arizona
$6.71K -$61.1K -430 -91%
WB
1036
Webster Bank
Connecticut
$6.71K +$6.11K +43 New
PK
1037
Pflug Koory
Nebraska
$6.55K
AW
1038
Avion Wealth
Texas
$6K +$853 +6 +19%
M
1039
MOTCO
Texas
$5.77K -$426 -3 -8%
AAG
1040
Armstrong Advisory Group
Massachusetts
$5.44K
FFO
1041
Fortitude Family Office
Arizona
$5.31K
TCM
1042
Tributary Capital Management
Nebraska
$5.31K +$4.83K +34 New
MLA
1043
MB, Levis & Associates
Pennsylvania
$4.99K
AP
1044
Aspect Partners
Virginia
$4.68K
AWM
1045
Activest Wealth Management
Florida
$4.06K
GWMI
1046
Guardian Wealth Management (Illinois)
Illinois
$3.98K +$142 +1 +4%
BC
1047
Barrett & Company
Rhode Island
$3.9K
SHIM
1048
Stone House Investment Management
Pennsylvania
$3.88K
S
1049
Sachetta
Massachusetts
$3.81K
PCWA
1050
Pacific Capital Wealth Advisors
California
$3.75K +$3.41K +24 New

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.