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Dollar General

1,237 hedge funds and large institutions have $42.7B invested in Dollar General in 2023 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 452 increasing their positions, 481 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $569M | Put options by funds: $472M

0.72% more ownership

Funds ownership: 91.59%92.31% (+0.72%)

6% less repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 481

9% less first-time investments, than exits

New positions opened: 137 | Existing positions closed: 151

3% less funds holding

Funds holding: 1,2741,237 (-37)

15% less capital invested

Capital invested by funds: $50.1B → $42.7B (-$7.45B)

27% less funds holding in top 10

Funds holding in top 10: 3727 (-10)

Holders
1,237
Holders Change
-37
Holders Change %
-2.9%
% of All Funds
19.71%
Holding in Top 10
27
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.03%
% of All Funds
0.43%
New
137
Increased
452
Reduced
481
Closed
151
Calls
$569M
Puts
$472M
Net Calls
+$96.9M
Net Calls Change
+$370M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1126
Arrow Financial
New York
$25.7K
CTA
1127
Colonial Trust Advisors
South Carolina
$24.8K
ZB
1128
Zions Bancorporation
Utah
$23.8K -$8.76K -39 -26%
EARNEST Partners
1129
EARNEST Partners
Georgia
$23.8K
BC
1130
Bartlett & Co
Ohio
$23K
BCWM
1131
Bartlett & Co Wealth Management
Ohio
$22.9K
FFL
1132
Financial Freedom LLC
Ohio
$22.2K +$224 +1 +1%
MCM
1133
MV Capital Management
Maryland
$21.9K -$7.63K -34 -25%
ST
1134
Sageworth Trust
Pennsylvania
$21.5K
GI
1135
Gradient Investments
Minnesota
$21K -$898 -4 -4%
CB
1136
CNB Bank
Pennsylvania
$21K
CWP
1137
Concord Wealth Partners
Virginia
$21K
JFA
1138
JNBA Financial Advisors
Minnesota
$20.3K
PCFFS
1139
Pacific Center for Financial Services
California
$19.4K +$20.7K +92 New
OAJ
1140
Ogorek Anthony Joseph
New York
$19K
AI
1141
AXS Investments
New York
$18.7K +$3.82K +17 +24%
MFT
1142
Moisand Fitzgerald Tamayo
Florida
$18.3K
SIS
1143
Sound Income Strategies
Florida
$18.1K +$2.02K +9 +12%
BIA
1144
Bell Investment Advisors
California
$17.3K -$2.25K -10 -11%
TIM
1145
Tortoise Investment Management
New York
$17.3K -$2.02K -9 -10%
FRA
1146
Front Row Advisors
California
$17K
AWM
1147
Atticus Wealth Management
Florida
$16.4K -$49.2K -219 -74%
IAS
1148
IMA Advisory Services
Colorado
$15.8K
Baillie Gifford & Co
1149
Baillie Gifford & Co
United Kingdom
$15.2K +$2.25K +10 +16%
AWM
1150
Abound Wealth Management
Tennessee
$14.8K +$5.16K +23 +48%

DG Hedge Fund Activity: Q1 2023 in Review

1,237 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q1 2023, worth a combined $42.7B — down 15% from $50.1B a quarter earlier.

Sellers outnumbered buyers: 151 funds closed out of DG and 137 opened new positions — a net loss of 14 holders — while 481 trimmed existing stakes and 452 added.

The largest buyer was BlackRock, adding an estimated $270M. The largest seller was T. Rowe Price Associates, cutting an estimated $550M.

  • 1,237 institutional investors held Dollar General (DG) as of Q1 2023, down from 1,274 in Q4 2022.
  • Funds reported $42.7B of Dollar General stock for Q1 2023, down 15% quarter-over-quarter.
  • 137 funds opened new Dollar General positions in Q1 2023 and 151 closed out, a net change of -14 holders.
  • The largest Dollar General buyer in Q1 2023 was BlackRock, an estimated $270M added.
  • The largest Dollar General seller in Q1 2023 was T. Rowe Price Associates, an estimated $550M sold.

Based on aggregated 13F filings for Q1 2023.