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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
RIM
1201
Rockbridge Investment Management
New York
-$27.2K -200 Closed
MSWM
1202
McGlone Suttner Wealth Management
Wisconsin
-$25.2K -185 Closed
GG
1203
Greenwood Gearhart
Arkansas
-$23.1K -170 Closed
OA
1204
Operose Advisors
Wisconsin
-$19.8K -146 Closed
AP
1205
Arlington Partners
Alabama
-$14.8K -109 Closed
GWMIA
1206
Global Wealth Management Investment Advisory
Florida
-$13.6K -100 Closed
FWM
1207
Focused Wealth Management
New York
-$12.5K -92 Closed
TVAMP
1208
Tennessee Valley Asset Management Partners
Tennessee
-$7.46K -55 Closed
SA
1209
Scarborough Advisors
Maryland
-$6.39K -47 Closed
DAC
1210
Dividend Assets Capital
South Carolina
-$6K -45 Closed
FIA
1211
FNY Investment Advisers
New York
-$5K -40 Closed
ANBT
1212
American National Bank & Trust
Texas
-$5.03K -37 Closed
LTI
1213
Laffer Tengler Investments
Tennessee
-$4.62K -34 Closed
LIWM
1214
Long Island Wealth Management
New York
-$4K -31 Closed
KI
1215
Kapitalo Investimentos
Brazil
-$2.99K -22 Closed
Lazard Asset Management
1216
Lazard Asset Management
New York
-$2K -19 Closed
YDMI
1217
Y.D. More Investments
Israel
-$2.17K -16 Closed
AT
1218
Avalon Trust
New Mexico
-$2.04K -15 Closed
AA
1219
Addison Advisors
Vermont
-$1.63K -12 Closed
FPFS
1220
First Personal Financial Services
North Carolina
-$1.36K -10 Closed
CIA
1221
Cape Investment Advisory
Georgia
-$952 -7 Closed
FSWA
1222
Financial Synergies Wealth Advisors
Texas
-$1.48K -6 Closed
TF
1223
Tompkins Financial
New York
-$816 -6 Closed
CPG
1224
Cornerstone Planning Group
New Jersey
-$272 -2 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.