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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
WAG
1176
Wallace Advisory Group
California
-$224K -2,116 Closed
WWM
1177
Western Wealth Management
Colorado
-$281K -2,068 Closed
II
1178
Ibex Investors
Colorado
-$272K -2,000 Closed
TCM
1179
Triumph Capital Management
Colorado
-$267K -1,964 Closed
HA
1180
Herold Advisors
New York
-$263K -1,932 Closed
DT
1181
Diversified Trust
Tennessee
-$259K -1,907 Closed
FA
1182
FDx Advisors
Illinois
-$253K -1,863 Closed
SWP
1183
Strategic Wealth Partners
Ohio
-$250K -1,841 Closed
CAAS
1184
Capital Asset Advisory Services
Michigan
-$249K -1,832 Closed
HW
1185
Hancock Whitney
Mississippi
-$243K -1,790 Closed
LHC
1186
Little House Capital
Massachusetts
-$229K -1,681 Closed
WFI
1187
West Family Investments
California
-$227K -1,668 Closed
MC
1188
Machina Capital
France
-$217K -1,598 Closed
BST
1189
Bath Savings Trust
Maine
-$214K -1,572 Closed
SIC
1190
Samalin Investment Counsel
New York
-$213K -1,564 Closed
CC
1191
Cipher Capital
New York
-$208K -1,533 Closed
PA
1192
Procyon Advisors
Connecticut
-$208K -1,532 Closed
TCWA
1193
Turtle Creek Wealth Advisors
Texas
-$169K -1,246 Closed
DI
1194
DAGCO Inc
Ohio
-$156K -1,147 Closed
Bank Julius Baer & Co
1195
Bank Julius Baer & Co
Switzerland
-$129K -950 Closed
BI
1196
Bramshill Investments
Florida
-$109K -800 Closed
HCM
1197
Hollencrest Capital Management
California
-$97.9K -720 Closed
GWS
1198
Glassman Wealth Services
Virginia
-$61.4K -452 Closed
MA
1199
Montag & Associates
Georgia
-$37.4K -275 Closed
QL
1200
Quarry LP
New York
-$29.4K -216 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.