We are live on ! Find out more
DG icon

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
DekaBank Deutsche Girozentrale
126
DekaBank Deutsche Girozentrale
Germany
$39.8M +$1.5M +6,094 +4%
Allianz Asset Management
127
Allianz Asset Management
Germany
$39M -$19.7M -80,002 -33%
NIM
128
Nexus Investment Management
Ontario, Canada
$37.6M -$155K -630 -0.4%
DP
129
Dearborn Partners
Illinois
$37.3M +$41.9K +170 +0.1%
Boston Partners
130
Boston Partners
Massachusetts
$37M -$40.5M -164,021 -52%
State of Wisconsin Investment Board
131
State of Wisconsin Investment Board
Wisconsin
$37M -$10.7M -43,330 -22%
AIM
132
Avity Investment Management
Connecticut
$36.8M -$1.72M -6,953 -4%
OCM
133
Osterweis Capital Management
California
$36.4M -$234K -950 -0.6%
SI
134
Scout Investments
Missouri
$35.9M +$142K +575 +0.4%
UCFA
135
United Capital Financial Advisors
Texas
$35.8M -$601K -2,438 -2%
VOYA Investment Management
136
VOYA Investment Management
Georgia
$35.7M +$13.1M +53,205 +56%
CF
137
Covea Finance
France
$35.5M +$36.5M +148,098 New
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$35.1M +$601K +2,436 +2%
Mitsubishi UFJ Asset Management
139
Mitsubishi UFJ Asset Management
Japan
$35.1M +$3.27M +13,252 +10%
1SAMC
140
12th Street Asset Management Company
Tennessee
$34.4M +$2.66M +10,763 +8%
Retirement Systems of Alabama
141
Retirement Systems of Alabama
Alabama
$34.3M +$16.6M +67,153 +89%
Ohio Public Employees Retirement System (OPERS)
142
Ohio Public Employees Retirement System (OPERS)
Ohio
$33.8M +$878K +3,559 +3%
HNB
143
Huntington National Bank
Ohio
$33.6M +$19.1M +77,576 +124%
DKCM
144
Davidson Kempner Capital Management
New York
$33.3M +$34.3M +138,882 New
Truist Financial
145
Truist Financial
North Carolina
$33.3M -$3.4M -13,777 -9%
Chevy Chase Trust
146
Chevy Chase Trust
Maryland
$33.2M +$109K +440 +0.3%
Mackenzie Financial
147
Mackenzie Financial
Ontario, Canada
$33M +$5.36M +21,719 +19%
OWP
148
Obermeyer Wealth Partners
Colorado
$33M +$86.1K +349 +0.3%
CAI
149
Capital Advisors Inc
Oklahoma
$32.8M -$1.28M -5,198 -4%
State of New Jersey Common Pension Fund D
150
State of New Jersey Common Pension Fund D
New Jersey
$32M -$269K -1,092 -0.8%

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.