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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
MWM
1276
MorganRosel Wealth Management
Colorado
-$1M -4,068 Closed
AC
1277
Adelphi Capital
United Kingdom
-$976K -3,964 Closed
DEA
1278
DoubleLine ETF Adviser
Florida
-$901K -3,660 Closed
TCWM
1279
Total Clarity Wealth Management
Illinois
-$843K -3,424 Closed
CCA
1280
Cravens & Co Advisors
Tennessee
-$710K -2,885 Closed
CWG
1281
C WorldWide Group
Denmark
-$660K -2,683 Closed
TAM
1282
Trust Asset Management
Texas
-$637K -2,588 Closed
WFI
1283
West Family Investments
California
-$620K -2,517 Closed
GCP
1284
Garda Capital Partners
Minnesota
-$614K -2,494 Closed
PP
1285
Paloma Partners
Connecticut
-$548K -2,443 Closed
AP
1286
Advisors Preferred
Maryland
-$597K -2,421 Closed
SAI
1287
Systematic Alpha Investments
New Jersey
-$591K -2,400 Closed
AGP
1288
Autumn Glory Partners
Texas
-$557K -2,260 Closed
WPC
1289
Wedmont Private Capital
Pennsylvania
-$504K -2,026 Closed
MCM
1290
Moore Capital Management
New York
-$499K -2,025 Closed
WEG
1291
World Equity Group
Illinois
-$488K -1,980 Closed
RFA
1292
Resurgent Financial Advisors
Georgia
-$429K -1,743 Closed
FI
1293
Financial Insights
Washington
-$428K -1,737 Closed
NW
1294
NewEdge Wealth
Pennsylvania
-$426K -1,732 Closed
NP
1295
NorthRock Partners
Minnesota
-$385K -1,562 Closed
SIM
1296
Sentry Investment Management
Wisconsin
-$372K -1,509 Closed
HA
1297
Herold Advisors
New York
-$370K -1,501 Closed
CCS
1298
Concentric Capital Strategies
Connecticut
-$366K -1,487 Closed
SOW
1299
State of Wyoming
Wyoming
-$357K -1,448 Closed
MGIM
1300
M&G Investment Management
United Kingdom
-$350K -1,423 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.