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Dollar General

1,201 hedge funds and large institutions have $46.9B invested in Dollar General in 2022 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 441 increasing their positions, 484 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $707M | Put options by funds: $653M

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

9% less repeat investments, than reductions

Existing positions increased: 441 | Existing positions reduced: 484

1.82% less ownership

Funds ownership: 94.98%93.16% (-1.8%)

2% less funds holding

Funds holding: 1,2311,201 (-30)

9% less capital invested

Capital invested by funds: $51.5B → $46.9B (-$4.59B)

11% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 115

Holders
1,201
Holders Change
-30
Holders Change %
-2.44%
% of All Funds
18.94%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
102
Increased
441
Reduced
484
Closed
115
Calls
$707M
Puts
$653M
Net Calls
+$53.9M
Net Calls Change
+$165M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1126
MV Capital Management
Maryland
$16K +$1.7K +8 +12%
SIS
1127
Sound Income Strategies
Florida
$15K
EW
1128
Evoke Wealth
California
$15K +$4.46K +21 +45%
Loomis, Sayles & Company
1129
Loomis, Sayles & Company
Massachusetts
$15K +$5.52K +26 +60%
SIC
1130
SJS Investment Consulting
Ohio
$15K +$14.4K +68 New
PMFA
1131
Plante Moran Financial Advisors
Michigan
$14K -$15.7K -74 -54%
AWM
1132
Avior Wealth Management
Nebraska
$14K
POIA
1133
Pin Oak Investment Advisors
Texas
$14K
BONH
1134
Bank of New Hampshire
New Hampshire
$14K +$13.8K +65 New
MTIC
1135
Missouri Trust & Investment Company
Missouri
$13K
FMP
1136
Financial Management Professionals
Texas
$13K +$3.19K +15 +36%
TIM
1137
Tortoise Investment Management
New York
$12K
T
1138
TCWP
Ohio
$12K +$11.7K +55 New
WWP
1139
WR Wealth Planners
Missouri
$11.2K +$10.6K +50 New
CWC
1140
Carolinas Wealth Consulting
North Carolina
$11K
SJIM
1141
St. Johns Investment Management
Florida
$11K
CAGAS
1142
Capital Advisory Group Advisory Services
Minnesota
$11K +$10.6K +50 New
ICM
1143
Islay Capital Management
Texas
$11K +$10.6K +50 New
DAC
1144
Dividend Assets Capital
South Carolina
$10K
VCM
1145
Versant Capital Management
Arizona
$9K -$212 -1 -3%
AA
1146
Addison Advisors
Vermont
$9K +$8.5K +40 New
SWA
1147
Sutton Wealth Advisors
Florida
$8.9K +$1.06K +5 +14%
LSA
1148
Leonteq Securities AG
Switzerland
$8.02K -$4.25K -20 -36%
WAS
1149
Winch Advisory Services
Wisconsin
$8K -$2.55K -12 -26%
FA
1150
Fortis Advisors
Pennsylvania
$8K

DG Hedge Fund Activity: Q1 2022 in Review

1,201 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q1 2022, worth a combined $46.9B — down 8.9% from $51.5B a quarter earlier.

Sellers outnumbered buyers: 115 funds closed out of DG and 102 opened new positions — a net loss of 13 holders — while 484 trimmed existing stakes and 441 added.

The largest buyer was Capital International Investors, adding an estimated $306M. The largest seller was Wellington Management Group, cutting an estimated $451M.

  • 1,201 institutional investors held Dollar General (DG) as of Q1 2022, down from 1,231 in Q4 2021.
  • Funds reported $46.9B of Dollar General stock for Q1 2022, down 8.9% quarter-over-quarter.
  • 102 funds opened new Dollar General positions in Q1 2022 and 115 closed out, a net change of -13 holders.
  • The largest Dollar General buyer in Q1 2022 was Capital International Investors, an estimated $306M added.
  • The largest Dollar General seller in Q1 2022 was Wellington Management Group, an estimated $451M sold.

Based on aggregated 13F filings for Q1 2022.