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Dollar General

1,104 hedge funds and large institutions have $31.8B invested in Dollar General in 2024 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 428 increasing their positions, 411 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more funds holding in top 10

Funds holding in top 10: 1621 (+5)

13% more capital invested

Capital invested by funds: $28.2B → $31.8B (+$3.59B)

4% more repeat investments, than reductions

Existing positions increased: 428 | Existing positions reduced: 411

4% more call options, than puts

Call options by funds: $1.22B | Put options by funds: $1.17B

2% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 118

1% less funds holding

Funds holding: 1,1121,104 (-8)

1.66% less ownership

Funds ownership: 94.47%92.8% (-1.7%)

Holders
1,104
Holders Change
-8
Holders Change %
-0.72%
% of All Funds
15.9%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.3%
New
120
Increased
428
Reduced
411
Closed
118
Calls
$1.22B
Puts
$1.17B
Net Calls
+$42.4M
Net Calls Change
+$32.6M
Name Holding Trade Value Shares
Change
Change in
Stake
DekaBank Deutsche Girozentrale
126
DekaBank Deutsche Girozentrale
Germany
$22.1M -$3.54M -24,928 -15%
IAM
127
Infusive Asset Management
New York
$22M +$841K +5,918 +4%
SDIC
128
South Dakota Investment Council
South Dakota
$21.2M -$398K -2,800 -2%
TSW
129
Thompson Siegel & Walmsley
Virginia
$21.1M -$7.94M -55,827 -29%
PAS
130
Professional Advisory Services
Florida
$20.6M -$2.67M -18,769 -12%
CI
131
Cincinnati Insurance
Ohio
$20.3M +$10.7M +75,293 +137%
State of Wisconsin Investment Board
132
State of Wisconsin Investment Board
Wisconsin
$19.9M +$14.8K +104 +0.1%
Comerica Bank
133
Comerica Bank
Texas
$19.8M +$680K +4,781 +4%
Ameriprise
134
Ameriprise
Minnesota
$19.7M +$993K +6,982 +6%
State of New Jersey Common Pension Fund D
135
State of New Jersey Common Pension Fund D
New Jersey
$19.7M
TIAA Trust, National Association
136
TIAA Trust, National Association
North Carolina
$19.5M +$4.54M +31,911 +34%
LCM
137
Lionstone Capital Management
New York
$19.1M
Mitsubishi UFJ Trust & Banking
138
Mitsubishi UFJ Trust & Banking
Japan
$19.1M -$1.33M -9,325 -7%
BCP
139
Bayberry Capital Partners
New York
$19M +$1.71M +12,000 +11%
Chevy Chase Trust
140
Chevy Chase Trust
Maryland
$19M -$160K -1,123 -0.9%
RBCM
141
Raub Brock Capital Management
California
$18.2M +$3.88M +27,273 +31%
Toronto Dominion Bank
142
Toronto Dominion Bank
Ontario, Canada
$18M -$7.37M -51,812 -31%
First Trust Advisors
143
First Trust Advisors
Illinois
$17.4M -$1.62M -11,405 -9%
Korea Investment Corp
144
Korea Investment Corp
South Korea
$17.1M -$9.31M -65,479 -37%
WCM
145
Wedge Capital Management
North Carolina
$17.1M -$3.31M -23,318 -18%
Victory Capital Management
146
Victory Capital Management
Texas
$16.9M +$1.05M +7,387 +7%
SM
147
Sunriver Management
Connecticut
$16.8M -$12.9M -90,857 -46%
Stifel Financial
148
Stifel Financial
Missouri
$16.6M -$2.05M -14,446 -12%
DB
149
Danske Bank
Denmark
$16.6M +$15.1M +106,243 New
Ohio Public Employees Retirement System (OPERS)
150
Ohio Public Employees Retirement System (OPERS)
Ohio
$16.1M -$1.07M -7,526 -7%

DG Hedge Fund Activity: Q1 2024 in Review

1,104 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q1 2024, worth a combined $31.8B — up 13% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new DG positions and 118 closed out — a net gain of 2 holders — while 428 added to existing stakes and 411 trimmed.

The largest buyer was Capital International Investors, adding an estimated $300M. The largest seller was Morgan Stanley, cutting an estimated $662M.

  • 1,104 institutional investors held Dollar General (DG) as of Q1 2024, down from 1,112 in Q4 2023.
  • Funds reported $31.8B of Dollar General stock for Q1 2024, up 13% quarter-over-quarter.
  • 120 funds opened new Dollar General positions in Q1 2024 and 118 closed out, a net change of +2 holders.
  • The largest Dollar General buyer in Q1 2024 was Capital International Investors, an estimated $300M added.
  • The largest Dollar General seller in Q1 2024 was Morgan Stanley, an estimated $662M sold.

Based on aggregated 13F filings for Q1 2024.