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Dollar General
DG

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: 16 → 21 (+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: 1,112 → 1,104 (-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

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$300M
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$293M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$289M
4
Pzena Investment Management
Pzena Investment Management
New York
+$275M
5
Bank of America
Bank of America
North Carolina
+$86.2M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$662M
2
Holocene Advisors
Holocene Advisors
New York
-$257M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$252M
4
BlackRock
BlackRock
New York
-$155M
5
Capital World Investors
Capital World Investors
California
-$154M
Name Holding Trade Value Shares
Change 		Change in
Stake
RTL
1051
Red Tortoise LLC
Georgia
$3.59K – – –
HI
1052
Hoey Investments
Pennsylvania
$3.28K – – –
BCWM
1053
Bartlett & Co Wealth Management
Ohio
$3.28K – – –
BLC
1054
Brown, Lisle/Cummings
Rhode Island
$3.28K – – –
CTB
1055
Country Trust Bank
Illinois
$3.12K – – –
TSWM
1056
Tyler-Stone Wealth Management
Ohio
$3.12K – – –
FMP
1057
Financial Management Professionals
Texas
$3K +$1.99K +14 +175%
CAM
1058
Creekmur Asset Management
Illinois
$2.96K – – –
DF
1059
Dunhill Financial
United Kingdom
$2.81K +$426 +3 +20%
CQS
1060
Credential Qtrade Securities
$2.65K -$45.8K -322 -95%
CWC
1061
Carolinas Wealth Consulting
North Carolina
$2.5K -$569 -4 -20%
AIC
1062
Archer Investment Corporation
Indiana
$2.5K – – –
NCM
1063
Northwest Capital Management
Oregon
$2.5K – – –
SIC
1064
SJS Investment Consulting
Ohio
$2.5K +$142 +1 +7%
AFG
1065
Albion Financial Group
Utah
$2.34K +$1.71K +12 +400%
NIC
1066
Northwest Investment Counselors
Oregon
$2.34K +$2.13K +15 New
CJ
1067
Caitlin John
Michigan
$2.03K – – –
TFM
1068
TFC Financial Management
Massachusetts
$2.03K – – –
PCM
1069
Penserra Capital Management
California
$2K -$142K -999 -98%
APC
1070
Aspire Private Capital
North Carolina
$1.87K – – –
MIM
1071
Macroview Investment Management
Maryland
$1.76K – – –
VAMG
1072
Voisard Asset Management Group
Michigan
$1.6K – – –
SWA
1073
SOA Wealth Advisors
New York
$1.56K – – –
TCA
1074
Trifecta Capital Advisors
Illinois
$1.56K – – –
WWM
1075
Wolff Wiese Magana
California
$1.56K – – –
41 42
43
44 45

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.