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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
IGAM
151
iA Global Asset Management
Quebec, Canada
$16M +$9.28M +65,273 +174%
ICP
152
Ironvine Capital Partners
Nebraska
$16M -$1.29M -9,053 -8%
AM
153
AGF Management
Ontario, Canada
$15.9M -$1.59M -11,209 -10%
UCFA
154
United Capital Financial Advisors
Texas
$15.9M -$161K -1,130 -1%
SFI
155
Susquehanna Fundamental Investments
Pennsylvania
$15.9M +$14.5M +101,859 New
Commonwealth Equity Services
156
Commonwealth Equity Services
Massachusetts
$15.8M +$1.1M +7,709 +8%
IP
157
Isomer Partners
New York
$15.6M
Pictet Asset Management
158
Pictet Asset Management
Switzerland
$15.4M -$800K -5,625 -5%
T
159
TOBAM
France
$14.8M -$1.9M -13,364 -12%
Primecap Management
160
Primecap Management
California
$14.7M +$4.72M +33,200 +55%
WG
161
Winton Group
United Kingdom
$14.6M +$9.02M +63,461 +209%
Mariner
162
Mariner
Kansas
$14.5M -$979K -6,888 -7%
GT
163
Greenleaf Trust
Michigan
$14.5M +$529K +3,724 +4%
Aberdeen Group
164
Aberdeen Group
United Kingdom
$14.3M +$6.11K +43 +0%
Hudson Bay Capital Management
165
Hudson Bay Capital Management
Connecticut
$13.8M +$2.66M +18,678 +27%
Russell Investments Group
166
Russell Investments Group
United Kingdom
$13.7M +$2.47M +17,402 +25%
Swedbank
167
Swedbank
Sweden
$13M +$247K +1,740 +2%
SFCM
168
Savoir Faire Capital Management
Connecticut
$13M +$680K +4,781 +6%
RWP
169
RWA Wealth Partners
Massachusetts
$12.9M +$11.8M +82,887 New
Asset Management One
170
Asset Management One
Japan
$12.9M -$588K -4,133 -5%
QC
171
Quadrature Capital
United Kingdom
$12.4M -$32.5M -228,509 -74%
EWA
172
Exencial Wealth Advisors
Oklahoma
$12M -$66K -464 -0.6%
KC
173
Kize Capital
New York
$11.9M +$10.9M +76,500 New
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$11.9M -$623K -4,383 -5%
PHS
175
Pekin Hardy Strauss
Illinois
$11.6M +$1.45M +10,231 +16%

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.