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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
HWP
1101
Highline Wealth Partners
California
$312
VWA
1102
Valued Wealth Advisors
Utah
$157 -$142 -1 -50%
FGAM
1103
Financial Gravity Asset Management
Texas
$156 -$9.1K -64 -98%
TWP
1104
TFO Wealth Partners
Ohio
$156
TC
1105
Truvestments Capital
Florida
$60
DWM
1106
Dogwood Wealth Management
Kansas
$4
Holocene Advisors
1107
Holocene Advisors
New York
-$257M -1,891,921 Closed
OAG
1108
Orbis Allan Gray
Bermuda
-$34.4M -252,779 Closed
ACM
1109
Anomaly Capital Management
New York
-$16M -117,862 Closed
ACM
1110
Aquatic Capital Management
Illinois
-$11.2M -82,600 Closed
WMSA
1111
Weiss Multi-Strategy Advisers
New York
-$9.24M -68,000 Closed
TAF
1112
Tredje AP-fonden
Sweden
-$7.5M -55,175 Closed
CF
1113
Covea Finance
France
-$7.43M -54,680 Closed
Voloridge Investment Management
1114
Voloridge Investment Management
Florida
-$7.4M -54,424 Closed
FNBOO
1115
First National Bank of Omaha
Nebraska
-$6.77M -49,762 Closed
AC
1116
Annandale Capital
Texas
-$4.98M -36,627 Closed
IUHSA
1117
Itau Unibanco Holding S.A.
Brazil
-$4.46M -32,836 Closed
CC
1118
Carlson Capital
Texas
-$4M -29,400 Closed
GS
1119
GTS Securities
New York
-$3.67M -25,797 Closed
KJHP
1120
K.J. Harrison & Partners
Ontario, Canada
-$3.44M -25,300 Closed
Group One Trading
1121
Group One Trading
Illinois
-$2.86M -20,086 Closed
RFM
1122
Royal Fund Management
Florida
-$2.15M -15,817 Closed
MC
1123
Maverick Capital
Texas
-$1.97M -14,527 Closed
Simplex Trading
1124
Simplex Trading
Illinois
-$1.99M -13,991 Closed
BI
1125
Berkeley Inc
Idaho
-$1.85M -13,613 Closed

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.