We are live on ! Find out more
DG icon

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
AF
1076
Advisornet Financial
Minnesota
$146K -$38.7K -157 -20%
AA
1077
Alta Advisers
United Kingdom
$144K +$148K +600 New
LC
1078
Lindbrook Capital
California
$139K +$11.3K +46 +9%
HWMA
1079
Heritage Wealth Management (Arizona)
Arizona
$137K
BCM
1080
Birch Capital Management
Texas
$133K -$149K -604 -52%
PTC
1081
Private Trust Company
Ohio
$124K -$493 -2 -0.4%
CWM
1082
Cedar Wealth Management
California
$122K
SSG
1083
Summit Securities Group
New York
$122K +$7.65K +31 +6%
BIP
1084
Blueprint Investment Partners
North Carolina
$122K +$126K +509 New
AWM
1085
AllSquare Wealth Management
New York
$120K
WFA
1086
West Financial Advisors
Iowa
$120K
IFS
1087
Intelligent Financial Strategies
Minnesota
$120K +$247 +1 +0.2%
VLKIM
1088
Van Lanschot Kempen Investment Management
Netherlands
$118K
WPA
1089
West Paces Advisors
Georgia
$117K
KFP
1090
KB Financial Partners
New Jersey
$115K -$9.87K -40 -8%
ST
1091
Smithfield Trust
Pennsylvania
$115K
CMBA
1092
C.M. Bidwell & Associates
Hawaii
$112K +$115K +467 New
Pacer Advisors
1093
Pacer Advisors
Pennsylvania
$111K +$24.4K +99 +27%
CWA
1094
Clearview Wealth Advisors
Oregon
$98K -$3.7K -15 -4%
TFM
1095
TFC Financial Management
Massachusetts
$95K
TFP
1096
Tilia Fiduciary Partners
North Carolina
$93K -$9.87K -40 -9%
AA
1097
Ancora Advisors
Ohio
$93K -$7.15K -29 -7%
HWA
1098
Heritage Wealth Advisors
Virginia
$91.2K
GWS
1099
Glassman Wealth Services
Virginia
$91K -$1.48K -6 -2%
MCM
1100
Manchester Capital Management
Vermont
$91K

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.