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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
PP
1301
PDT Partners
New York
-$323K -1,318 Closed
KCM
1302
Kathmere Capital Management
Pennsylvania
-$315K -1,282 Closed
HIS
1303
Harvest Investment Services
Illinois
-$306K -1,247 Closed
LOAMS
1304
Lombard Odier Asset Management (Switzerland)
Switzerland
-$287K -1,170 Closed
H6H
1305
Hightower 6M Holding
Kansas
-$254K -1,034 Closed
SEC
1306
Seven Eight Capital
New York
-$241K -986 Closed
CI
1307
CX Institutional
Indiana
-$240K -977 Closed
AMBIA
1308
Allen Mooney & Barnes Investment Advisors
Georgia
-$232K -945 Closed
AIS
1309
AM Investment Strategies
Tennessee
-$232K -944 Closed
SLG
1310
Stanley-Laman Group
Pennsylvania
-$221K -902 Closed
SB
1311
Simmons Bank
Arkansas
-$218K -886 Closed
FMWA
1312
Forvis Mazars Wealth Advisors
Missouri
-$218K -885 Closed
GA
1313
GraniteShares Advisors
New York
-$215K -880 Closed
CWM
1314
CCG Wealth Management
California
-$212K -865 Closed
9WM
1315
9258 Wealth Management
Ohio
-$209K -852 Closed
SB
1316
Strategic Blueprint
Georgia
-$209K -851 Closed
CA
1317
Calton & Associates
Florida
-$208K -850 Closed
PP
1318
PDS Planning
Ohio
-$207K -844 Closed
EWA
1319
EP Wealth Advisors
California
-$205K -834 Closed
MPW
1320
Monterey Private Wealth
California
-$202K -825 Closed
FHC
1321
First Heartland Consultants
Missouri
-$201K -820 Closed
Capstone Investment Advisors
1322
Capstone Investment Advisors
New York
-$69.1K -280 Closed
OIS
1323
Okabena Investment Services
Minnesota
-$61K -248 Closed
MA
1324
Montag & Associates
Georgia
-$60K -244 Closed
PFGIA
1325
Patriot Financial Group Insurance Agency
Massachusetts
-$52K -210 Closed

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.