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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
M
1176
MOTCO
Texas
$4K
SC
1177
Schubert & Co
Texas
$4K +$1.27K +6 +43%
MA
1178
MCF Advisors
Kentucky
$4K +$3.4K +16 New
FIA
1179
FNY Investment Advisers
New York
$4K +$4.25K +20 New
HBW
1180
Hazlett, Burt & Watson
West Virginia
$4K +$4.25K +20 New
PCH
1181
Polar Capital Holdings
United Kingdom
$3.37K -$588K -2,767 -15%
BBPWM
1182
Blue Bell Private Wealth Management
Pennsylvania
$3K -$1.06K -5 -25%
GAM
1183
Gemmer Asset Management
California
$3K
NIC
1184
Northwest Investment Counselors
Oregon
$3K
SC
1185
Sierra Capital
Florida
$3K
GKIM
1186
GW&K Investment Management
Massachusetts
$3K +$2.76K +13 New
BA
1187
Bellwether Advisors
Nebraska
$2K
CFFP
1188
Center for Financial Planning
Michigan
$2K
CTB
1189
Country Trust Bank
Illinois
$2K
AFG
1190
Albion Financial Group
Utah
$1K -$637 -3 -50%
BAM
1191
Bellevue Asset Management
Washington
$1K -$212 -1 -14%
FPB
1192
First PREMIER Bank
South Dakota
$1K
JGIA
1193
Jackson Grant Investment Advisers
Connecticut
$1K
PO
1194
Private Ocean
California
$1K
UFF
1195
USA Financial Formulas
Michigan
$1K
VNA
1196
Valley National Advisers
Pennsylvania
$1K
PI
1197
PEAK6 Investments
Illinois
$1K +$637 +3 New
AWM
1198
Atticus Wealth Management
Florida
$1K +$1.06K +5 New
FGAM
1199
Financial Gravity Asset Management
Texas
$354 -$66.7K -314 -19%
MGIM
1200
M&G Investment Management
United Kingdom
$210 -$14.7K -69 -7%

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.