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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
HI
1201
Hoey Investments
Pennsylvania
$4.42K +$4.71K +21 New
CWAF
1202
Core Wealth Advisors (Florida)
Florida
$4.21K
WPWM
1203
Western Pacific Wealth Management
Illinois
$4.21K
HBW
1204
Hazlett, Burt & Watson
West Virginia
$4K
DI
1205
Disciplined Investments
Oklahoma
$4K
First Manhattan
1206
First Manhattan
New York
$4K -$19.1K -85 -82%
NIC
1207
Northwest Investment Counselors
Oregon
$3.16K
BWS
1208
Buck Wealth Strategies
Colorado
$3.01K +$3.14K +14 New
CWC
1209
Carolinas Wealth Consulting
North Carolina
$2.95K -$6.29K -28 -67%
TAM
1210
Tucker Asset Management
Colorado
$2.95K +$3.14K +14 New
VWM
1211
Valley Wealth Managers
New Jersey
$2.74K -$235K -1,046 -99%
SWA
1212
SOA Wealth Advisors
New York
$2.11K
CFFP
1213
Center for Financial Planning
Michigan
$2.1K
PCM
1214
Penserra Capital Management
California
$2K
VNA
1215
Valley National Advisers
Pennsylvania
$2K
FIA
1216
FNY Investment Advisers
New York
$2K +$2.25K +10 New
JGIA
1217
Jackson Grant Investment Advisers
Connecticut
$1.89K +$2.02K +9 New
EWM
1218
Evermay Wealth Management
Virginia
$1.47K +$1.57K +7 New
BAM
1219
Bellevue Asset Management
Washington
$1.47K
MBFW
1220
Morton Brown Family Wealth
Pennsylvania
$1.47K +$1.57K +7 New
FSWA
1221
Financial Synergies Wealth Advisors
Texas
$1.26K
TF
1222
Tompkins Financial
New York
$1.26K
ECM
1223
Everence Capital Management
Indiana
$1.1K -$355K -1,580 -23%
BA
1224
Bellwether Advisors
Nebraska
$1.05K
FPB
1225
First PREMIER Bank
South Dakota
$1K

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.