We are live on ! Find out more
DG icon

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
CA
1326
Calton & Associates
Florida
-$242K -984 Closed
PCM
1327
Prelude Capital Management
New York
-$239K -971 Closed
LFA
1328
Legacy Financial Advisors
Kentucky
-$238K -968 Closed
FFA
1329
First Foundation Advisors
California
-$236K -959 Closed
HCMT
1330
Highland Capital Management (Tennessee)
Tennessee
-$235K -955 Closed
BG
1331
Bahl & Gaynor
Ohio
-$233K -946 Closed
LIA
1332
LBMC Investment Advisors
Tennessee
-$230K -933 Closed
SDWIA
1333
Schwarz Dygos Wheeler Investment Advisors
Minnesota
-$227K -923 Closed
SC
1334
Scholtz & Company
Connecticut
-$227K -922 Closed
BFO
1335
Biltmore Family Office
North Carolina
-$226K -917 Closed
BFS
1336
Bradley Foster & Sargent
Connecticut
-$224K -910 Closed
BCM
1337
Brown Capital Management
Maryland
-$224K -908 Closed
GIA
1338
Gateway Investment Advisers
Ohio
-$223K -907 Closed
WP
1339
WMS Partners
Maryland
-$223K -905 Closed
IGGA
1340
Iron Gate Global Advisors
Utah
-$221K -899 Closed
PFT
1341
Providence First Trust
Arizona
-$221K -897 Closed
CA
1342
Claro Advisors
Massachusetts
-$218K -884 Closed
SIA
1343
SeaBridge Investment Advisors
New Jersey
-$215K -875 Closed
IWN
1344
Independent Wealth Network
Iowa
-$215K -874 Closed
HHGA
1345
Halbert Hargrove Global Advisors
California
-$213K -867 Closed
GGS
1346
Galvin Gaustad & Stein
Arizona
-$211K -857 Closed
MWM
1347
Mission Wealth Management
California
-$211K -856 Closed
AL
1348
Aspiriant LLC
California
-$209K -850 Closed
IIM
1349
InTrack Investment Management
Vermont
-$209K -848 Closed
OBGC
1350
O'Brien Greene & Co
Pennsylvania
-$208K -843 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.