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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
BAM
1226
Baldrige Asset Management
Pennsylvania
$1K +$673 +3 New
AW
1227
Avion Wealth
Texas
$1K +$1.8K +8 New
DWA
1228
Delos Wealth Advisors
Texas
$842
TWD
1229
True Wealth Design
Ohio
$842
AFG
1230
Albion Financial Group
Utah
$632
WA
1231
WestEnd Advisors
North Carolina
$631 -$224 -1 Closed
UFF
1232
USA Financial Formulas
Michigan
$631 +$673 +3 New
SSC
1233
Syverson Strege & Co
Iowa
$547
2L
1234
25 LLC
Missouri
$440 +$449 +2 New
HWP
1235
Highline Wealth Partners
California
$421 -$224 -1 -33%
FGAM
1236
Financial Gravity Asset Management
Texas
$332 -$8.08K -36 -15%
TWP
1237
TFO Wealth Partners
Ohio
$210 -$4.26K -19 -95%
Holocene Advisors
1238
Holocene Advisors
New York
-$194M -788,664 Closed
N
1239
Natixis
France
-$89.4M -362,894 Closed
Viking Global Investors
1240
Viking Global Investors
Connecticut
-$76.5M -310,848 Closed
SC
1241
Samlyn Capital
New York
-$66.4M -269,770 Closed
CCM
1242
Candlestick Capital Management
Connecticut
-$60.9M -247,364 Closed
JCM
1243
Junto Capital Management
New York
-$43.2M -175,420 Closed
SCM
1244
Suvretta Capital Management
New York
-$42.8M -173,850 Closed
SAM
1245
Scopus Asset Management
New York
-$28.1M -125,000 Closed
CCMG
1246
Clark Capital Management Group
Pennsylvania
-$27M -109,591 Closed
EPC
1247
Emerson Point Capital
New York
-$21.7M -88,140 Closed
Marshall Wace
1248
Marshall Wace
United Kingdom
-$17.8M -72,132 Closed
SPC
1249
Stony Point Capital
New York
-$12.8M -51,838 Closed
Hudson Bay Capital Management
1250
Hudson Bay Capital Management
Connecticut
-$10.8M -43,931 Closed

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.