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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
RIM
1326
Rockbridge Investment Management
New York
-$49.1K -200 Closed
MAM
1327
Magellan Asset Management
Australia
-$47K -191 Closed
CH
1328
Canton Hathaway
Rhode Island
-$32K -130 Closed
CWP
1329
Concord Wealth Partners
Virginia
-$29K -119 Closed
GLLW
1330
Graves Light Lenhart Wealth
Virginia
-$25K -100 Closed
TC
1331
Trust Company
Kansas
-$22K -88 Closed
TWP
1332
TFO Wealth Partners
Ohio
-$14K -59 Closed
SFG
1333
Steward Financial Group
Texas
-$14K -58 Closed
GKIM
1334
GW&K Investment Management
Massachusetts
-$7K -27 Closed
AWM
1335
Activest Wealth Management
Florida
-$6K -26 Closed
FBT
1336
First Bank & Trust
South Dakota
-$6K -23 Closed
BMD
1337
Better Money Decisions
New Mexico
-$4K -17 Closed
FNBOSM
1338
First National Bank of South Miami
Florida
-$4K -17 Closed
HFS
1339
Heritage Financial Services
Massachusetts
-$1K -8 Closed
MBFW
1340
Morton Brown Family Wealth
Pennsylvania
-$1K -6 Closed
WOSD
1341
WFA of San Diego
California
-$1K -6 Closed
CCM
1342
Cribstone Capital Management
Maine
-$1K -5 Closed
JPLA
1343
Joseph P. Lucia & Associates
New York
-$1K -5 Closed
HS
1344
Horan Securities
United States
-$1K -4 Closed
WA
1345
WestEnd Advisors
North Carolina
-$247 -1 -50%

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.