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Dollar General

1,262 hedge funds and large institutions have $49.7B invested in Dollar General in 2022 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 478 increasing their positions, 441 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 83

3% more funds holding

Funds holding: 1,2281,262 (+34)

8% more repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 441

0.19% less ownership

Funds ownership: 92.34%92.15% (-0.19%)

3% less capital invested

Capital invested by funds: $51.3B → $49.7B (-$1.66B)

6% less funds holding in top 10

Funds holding in top 10: 5350 (-3)

27% less call options, than puts

Call options by funds: $602M | Put options by funds: $829M

Holders
1,262
Holders Change
+34
Holders Change %
+2.77%
% of All Funds
21.74%
Holding in Top 10
50
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.66%
% of All Funds
0.86%
New
133
Increased
478
Reduced
441
Closed
83
Calls
$602M
Puts
$829M
Net Calls
-$227M
Net Calls Change
+$83.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CWAF
1226
Core Wealth Advisors (Florida)
Florida
$5K
FWA
1227
FSC Wealth Advisors
New York
$5K
HBW
1228
Hazlett, Burt & Watson
West Virginia
$5K
PPWM
1229
PFG Private Wealth Management
Florida
$5K
First Manhattan
1230
First Manhattan
New York
$4K
MA
1231
MCF Advisors
Kentucky
$4K
NIC
1232
Northwest Investment Counselors
Oregon
$4K
SC
1233
Sierra Capital
Florida
$4K
TCWA
1234
Ten Capital Wealth Advisors
Washington
$4K +$3.95K +16 New
AS
1235
Altshuler Shaham
Israel
$4K +$4.19K +17 New
LTI
1236
Laffer Tengler Investments
Tennessee
$2.4K +$2.47K +10 New
CFFP
1237
Center for Financial Planning
Michigan
$2K
CTB
1238
Country Trust Bank
Illinois
$2K
SWA
1239
SOA Wealth Advisors
New York
$2K
VNA
1240
Valley National Advisers
Pennsylvania
$2K +$987 +4 +80%
DIP
1241
DT Investment Partners
Pennsylvania
$2K +$2.22K +9 New
FSWA
1242
Financial Synergies Wealth Advisors
Texas
$1.44K
PI
1243
PEAK6 Investments
Illinois
$1K -$6.97M -28,267 -100%
CP
1244
Castleview Partners
Texas
$1K -$11.1K -45 -88%
LF
1245
Lee Financial
Texas
$1K -$247 -1 -25%
AFG
1246
Albion Financial Group
Utah
$1K
BAM
1247
Bellevue Asset Management
Washington
$1K
BA
1248
Bellwether Advisors
Nebraska
$1K
FPB
1249
First PREMIER Bank
South Dakota
$1K
JGIA
1250
Jackson Grant Investment Advisers
Connecticut
$1K

DG Hedge Fund Activity: Q3 2022 in Review

1,262 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q3 2022, worth a combined $49.7B — down 3.2% from $51.3B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new DG positions and 83 closed out — a net gain of 50 holders — while 478 added to existing stakes and 441 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $325M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.32B.

  • 1,262 institutional investors held Dollar General (DG) as of Q3 2022, up from 1,228 in Q2 2022.
  • Funds reported $49.7B of Dollar General stock for Q3 2022, down 3.2% quarter-over-quarter.
  • 133 funds opened new Dollar General positions in Q3 2022 and 83 closed out, a net change of +50 holders.
  • The largest Dollar General buyer in Q3 2022 was Viking Global Investors, an estimated $325M added.
  • The largest Dollar General seller in Q3 2022 was T. Rowe Price Associates, an estimated $1.32B sold.

Based on aggregated 13F filings for Q3 2022.