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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
ACM
1301
Acrisure Capital Management
Texas
-$347K -1,410 Closed
AFWM
1302
AMJ Financial Wealth Management
Virginia
-$347K -1,408 Closed
BFO
1303
Boston Family Office
Massachusetts
-$340K -1,381 Closed
UPC
1304
Utah Peaks Capital
Utah
-$338K -1,373 Closed
BWM
1305
BCS Wealth Management
Tennessee
-$333K -1,351 Closed
EGM
1306
Engineers Gate Manager
New York
-$329K -1,335 Closed
GHAM
1307
Gilman Hill Asset Management
Connecticut
-$323K -1,311 Closed
Alyeska Investment Group
1308
Alyeska Investment Group
Illinois
-$311K -1,262 Closed
CWP
1309
Capital Wealth Planning
Florida
-$306K -1,242 Closed
CIA
1310
Capital Investment Advisors
Georgia
-$292K -1,187 Closed
YMRC
1311
Yorktown Management & Research Company
Virginia
-$289K -1,175 Closed
AFP
1312
Ausdal Financial Partners
Iowa
-$284K -1,155 Closed
Group One Trading
1313
Group One Trading
Illinois
-$255K -1,134 Closed
LWM
1314
Laidlaw Wealth Management
New York
-$279K -1,131 Closed
EWM
1315
Empirical Wealth Management
Washington
-$274K -1,112 Closed
QI
1316
Qtron Investments
Massachusetts
-$269K -1,093 Closed
AA
1317
AJ Advisors
Tennessee
-$263K -1,069 Closed
PCP
1318
Proficio Capital Partners
Massachusetts
-$262K -1,065 Closed
BWA
1319
Beam Wealth Advisors
Louisiana
-$260K -1,055 Closed
BFM
1320
Boston Financial Management
Massachusetts
-$250K -1,016 Closed
OWM
1321
OneAscent Wealth Management
Alabama
-$249K -1,012 Closed
DWA
1322
Douglass Winthrop Advisors
New York
-$243K -988 Closed
EFG
1323
Everhart Financial Group
Ohio
-$243K -987 Closed
GIA
1324
Gladstone Institutional Advisory
Florida
-$243K -987 Closed
IAIM
1325
International Assets Investment Management
Florida
-$243K -986 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.