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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
DFG
1351
Delta Financial Group
New Jersey
-$208K -840 Closed
MW
1352
Marcum Wealth
Ohio
-$207K -840 Closed
APP
1353
Avantax Planning Partners
Iowa
-$206K -835 Closed
RIA
1354
Realta Investment Advisors
Delaware
-$206K -835 Closed
SPP
1355
Single Point Partners
Massachusetts
-$205K -834 Closed
GC
1356
Gratus Capital
Georgia
-$205K -832 Closed
Tudor Investment Corp
1357
Tudor Investment Corp
Connecticut
-$185K -822 Closed
RPWA
1358
Regent Peak Wealth Advisors
Georgia
-$201K -818 Closed
GWM
1359
Greenwich Wealth Management
Connecticut
-$201K -817 Closed
DBT
1360
Dubuque Bank & Trust
Iowa
-$201K -816 Closed
HT
1361
Headlands Technologies
Illinois
-$153K -623 Closed
VLKIM
1362
Van Lanschot Kempen Investment Management
Netherlands
-$150K -609 Closed
GPI
1363
General Partner Inc
Pennsylvania
-$76.6K -311 Closed
PI
1364
PineBridge Investments
New York
-$64.3K -261 Closed
ZIG
1365
Zullo Investment Group
Pennsylvania
-$51.5K -209 Closed
DCM
1366
Dudley Capital Management
Virginia
-$47.8K -194 Closed
SC
1367
Seldon Capital
California
-$31.3K -127 Closed
ATC
1368
Adirondack Trust Company
New York
-$29.6K -120 Closed
AWM
1369
Accurate Wealth Management
Florida
-$27.3K -113 Closed
RWMH
1370
Riverpoint Wealth Management Holdings
Illinois
-$27.9K -113 Closed
HNWAG
1371
High Net Worth Advisory Group
Florida
-$25.6K -104 Closed
PO
1372
Private Ocean
California
-$13.3K -54 Closed
PWS
1373
Paragon Wealth Strategies
Florida
-$10.8K -44 Closed
FWA
1374
Freedom Wealth Alliance
Wisconsin
-$9.6K -39 Closed
ANBT
1375
American National Bank & Trust
Texas
-$8K -34 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.