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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
IPW
1076
Impact Partnership Wealth
Georgia
$1.56K +$1.42K +10 New
OP
1077
ORG Partners
Indiana
$1.43K -$106K -745 -99%
FRA
1078
Frank Rimerman Advisors
California
$1.41K
A
1079
AlphaQuest
New York
$1.25K -$37.5K -264 -97%
GI
1080
Gradient Investments
Minnesota
$1.25K -$15.1K -106 -93%
IHWM
1081
Iron Horse Wealth Management
Iowa
$1.25K
CTWM
1082
Cherry Tree Wealth Management
Minnesota
$1.09K
TAM
1083
Tucker Asset Management
Colorado
$1.09K
WIA
1084
Wetzel Investment Advisors
Indiana
$1.02K
MFA
1085
McClarren Financial Advisors
Pennsylvania
$1K +$142 +1 +50%
PIS
1086
POM Investment Strategies
North Carolina
$936
ECM
1087
Everence Capital Management
Indiana
$844
MA
1088
MCF Advisors
Kentucky
$781 -$5.97K -42 -89%
TWD
1089
True Wealth Design
Ohio
$781 +$142 +1 +25%
NL
1090
NVWM LLC
Pennsylvania
$780 -$113K -795 -99%
FG
1091
Fairman Group
Pennsylvania
$780
TC
1092
Tacita Capital
Ontario, Canada
$780
SN
1093
Sittner & Nelson
Oregon
$780 +$711 +5 New
WCM
1094
Westend Capital Management
California
$780 +$711 +5 New
CTA
1095
Colonial Trust Advisors
South Carolina
$624 -$4.26K -30 -88%
RFS
1096
Richardson Financial Services
Massachusetts
$624 +$569 +4 New
MSG
1097
Main Street Group
Virginia
$472
CAM
1098
ClariVest Asset Management
California
$463
EWM
1099
Evermay Wealth Management
Virginia
$313 -$426 -3 -60%
WA
1100
WestEnd Advisors
North Carolina
$312 -$284 -2 -50%

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.