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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
MRCM
1176
M&R Capital Management
New Jersey
$7.37K
APC
1177
Aspire Private Capital
North Carolina
$7.23K
SC
1178
Schubert & Co
Texas
$6.95K -$2.47K -11 -25%
MLA
1179
MB, Levis & Associates
Pennsylvania
$6.74K
DF
1180
DecisionPoint Financial
Arizona
$6.74K +$7.18K +32 New
DIP
1181
DT Investment Partners
Pennsylvania
$6.38K
PMFA
1182
Plante Moran Financial Advisors
Michigan
$6.31K
JWM
1183
Janiczek Wealth Management
Colorado
$6.18K -$1.8K -8 -22%
CTB
1184
Country Trust Bank
Illinois
$6.1K
WAS
1185
Winch Advisory Services
Wisconsin
$6K -$1.35K -6 -18%
CAM
1186
ClariVest Asset Management
California
$6K
CIA
1187
Cape Investment Advisory
Georgia
$5.89K +$6.29K +28 New
AWM
1188
Activest Wealth Management
Florida
$5.47K +$5.84K +26 New
AC
1189
AMS Capital
Brazil
$5.38K -$13.8M -61,545 -71%
GWMI
1190
Guardian Wealth Management (Illinois)
Illinois
$5.29K
LWA
1191
Lowe Wealth Advisors
Maryland
$5.26K -$5.61K -25 -50%
BC
1192
Barrett & Company
Rhode Island
$5.26K
SHIM
1193
Stone House Investment Management
Pennsylvania
$5.15K +$5.39K +24 New
SN
1194
Sittner & Nelson
Oregon
$5.05K +$5.39K +24 New
AA
1195
AlphaMark Advisors
Kentucky
$5K
RTL
1196
Red Tortoise LLC
Georgia
$4.84K
Fidelity International
1197
Fidelity International
Bermuda
$4.84K +$4.26K +19 +475%
SIC
1198
SJS Investment Consulting
Ohio
$4.63K -$2.69K -12 -35%
PPWM
1199
PFG Private Wealth Management
Florida
$4.63K
BLC
1200
Brown, Lisle/Cummings
Rhode Island
$4.42K

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.