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Dollar General
DG

1,112 hedge funds and large institutions have $28.2B invested in Dollar General in 2023 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 333 increasing their positions, 449 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 218 | Existing positions closed: 131

35% more capital invested

Capital invested by funds: $20.9B → $28.2B (+$7.3B)

33% more funds holding in top 10

Funds holding in top 10: 12 → 16 (+4)

7% more funds holding

Funds holding: 1,035 → 1,112 (+77)

4.93% more ownership

Funds ownership: 89.54% → 94.47% (+4.9%)

1% more call options, than puts

Call options by funds: $1.12B | Put options by funds: $1.11B

26% less repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 449

Holders
1,112
Holders Change
+77
Holders Change %
+7.44%
% of All Funds
16.21%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.23%
New
218
Increased
333
Reduced
449
Closed
131
Calls
$1.12B
Puts
$1.11B
Net Calls
+$9.75M
Net Calls Change
+$166M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.37B
2
Morgan Stanley
Morgan Stanley
New York
+$607M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$408M
4
Capital International Investors
Capital International Investors
California
+$276M
5
Holocene Advisors
Holocene Advisors
New York
+$229M

Top Sellers

Rank Fund Capital Flow
1
Voloridge Investment Management
Voloridge Investment Management
Florida
-$168M
2
Renaissance Technologies
Renaissance Technologies
New York
-$154M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$153M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$125M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$123M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1076
SJS Investment Consulting
Ohio
$2.04K +$485 +4 +36%
DF
1077
Dunhill Financial
United Kingdom
$2.04K +$1.82K +15 New
Lazard Asset Management
1078
Lazard Asset Management
New York
$2K -$443K -3,653 -99%
TFM
1079
TFC Financial Management
Massachusetts
$1.77K +$607 +5 +63%
CJ
1080
Caitlin John
Michigan
$1.77K +$1.58K +13 New
AA
1081
Addison Advisors
Vermont
$1.63K – – –
APC
1082
Aspire Private Capital
North Carolina
$1.63K – – –
MIM
1083
Macroview Investment Management
Maryland
$1.53K -$2.18K -18 -62%
FSWA
1084
Financial Synergies Wealth Advisors
Texas
$1.48K +$728 +6 New
VAMG
1085
Voisard Asset Management Group
Michigan
$1.39K +$1.21K +10 New
SWA
1086
SOA Wealth Advisors
New York
$1.36K – – –
FPFS
1087
First Personal Financial Services
North Carolina
$1.36K – – –
TCA
1088
Trifecta Capital Advisors
Illinois
$1.36K – – –
WWM
1089
Wolff Wiese Magana
California
$1.36K +$1.21K +10 New
FRA
1090
Frank Rimerman Advisors
California
$1.22K +$1.09K +9 New
IHWM
1091
Iron Horse Wealth Management
Iowa
$1.09K – – –
WIA
1092
Wetzel Investment Advisors
Indiana
$1K +$849 +7 New
FMP
1093
Financial Management Professionals
Texas
$1K +$970 +8 New
CTWM
1094
Cherry Tree Wealth Management
Minnesota
$952 – – –
TAM
1095
Tucker Asset Management
Colorado
$952 – – –
CIA
1096
Cape Investment Advisory
Georgia
$952 +$849 +7 New
TF
1097
Tompkins Financial
New York
$816 – – –
PIS
1098
POM Investment Strategies
North Carolina
$816 +$728 +6 New
EWM
1099
Evermay Wealth Management
Virginia
$680 -$6.55K -54 -92%
FG
1100
Fairman Group
Pennsylvania
$680 +$607 +5 New
42 43
44
45 46

DG Hedge Fund Activity: Q4 2023 in Review

1,112 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q4 2023, worth a combined $28.2B — up 35% from $20.9B a quarter earlier.

Buyers outnumbered sellers: 218 funds opened new DG positions and 131 closed out — a net gain of 87 holders — while 333 added to existing stakes and 449 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.37B. The largest seller was Voloridge Investment Management, cutting an estimated $168M.

  • 1,112 institutional investors held Dollar General (DG) as of Q4 2023, up from 1,035 in Q3 2023.
  • Funds reported $28.2B of Dollar General stock for Q4 2023, up 35% quarter-over-quarter.
  • 218 funds opened new Dollar General positions in Q4 2023 and 131 closed out, a net change of +87 holders.
  • The largest Dollar General buyer in Q4 2023 was T. Rowe Price Associates, an estimated $1.37B added.
  • The largest Dollar General seller in Q4 2023 was Voloridge Investment Management, an estimated $168M sold.

Based on aggregated 13F filings for Q4 2023.