We are live on ! Find out more
DG icon

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
FCM
1126
Fortis Capital Management
Washington
-$1.83M -13,431 Closed
VF
1127
Virtu Financial
New York
-$1.74M -12,800 Closed
MAM
1128
Monaco Asset Management
Monaco
-$1.7M -12,500 Closed
QIM
1129
Quantitative Investment Management
Virginia
-$1.68M -12,357 Closed
Capstone Investment Advisors
1130
Capstone Investment Advisors
New York
-$1.7M -11,970 Closed
OCAM
1131
Onex Canada Asset Management
Ontario, Canada
-$1.61M -11,879 Closed
LOPW
1132
Live Oak Private Wealth
North Carolina
-$1.46M -10,703 Closed
LCM
1133
Lynwood Capital Management
Ontario, Canada
-$1.36M -10,000 Closed
MG
1134
Marex Group
-$1.32M -9,733 Closed
MCC
1135
Malaga Cove Capital
California
-$1.3M -9,553 Closed
OC
1136
Optimas Capital
Hong Kong
-$1.26M -9,300 Closed
WKWM
1137
Walter & Keenan Wealth Management
Indiana
-$1.22M -8,991 Closed
MTIM
1138
Marathon Trading Investment Management
Pennsylvania
-$1.21M -8,903 Closed
DTL
1139
Dynamic Technology Lab
Singapore
-$1.16M -8,493 Closed
GAM
1140
Groupama Asset Management
France
-$960K -7,060 Closed
TIA
1141
Trust Investment Advisors
Indiana
-$909K -6,689 Closed
LNB
1142
Ledyard National Bank
-$889K -6,536 Closed
CFM
1143
Coronation Fund Managers
South Africa
-$834K -6,135 Closed
AWCI
1144
Alpine Woods Capital Investors
New York
-$816K -6,000 Closed
FI
1145
FJ Investments
Utah
-$789K -5,800 Closed
DDC
1146
DF Dent & Co
Maryland
-$775K -5,703 Closed
Impax Asset Management Group
1147
Impax Asset Management Group
United Kingdom
-$682K -5,013 Closed
BRCM
1148
Bright Rock Capital Management
Massachusetts
-$680K -5,000 Closed
EFMC
1149
Empire Financial Management Company
New York
-$635K -4,668 Closed
CFG
1150
CMC Financial Group
Georgia
-$611K -4,535 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.