Dollar General
1,035 hedge funds and large institutions have $20.9B invested in Dollar General in 2023 Q3 according to their latest regulatory filings, with 141 funds opening new positions, 383 increasing their positions, 407 reducing their positions, and 256 closing their positions.
6% less repeat investments, than reductions
Existing positions increased: 383 | Existing positions reduced: 407
2.52% less ownership
Funds ownership: 92.06% → 89.54% (-2.5%)
11% less funds holding
Funds holding: 1,163 → 1,035 (-128)
14% less funds holding in top 10
Funds holding in top 10: 14 → 12 (-2)
17% less call options, than puts
Call options by funds: $783M | Put options by funds: $940M
39% less capital invested
Capital invested by funds: $34.4B → $20.9B (-$13.5B)
45% less first-time investments, than exits
New positions opened: 141 | Existing positions closed: 256
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$515M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$320M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$196M |
| 4 |
Renaissance Technologies
New York
|
+$183M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
+$180M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$579M |
| 2 |
SGA
Sustainable Growth Advisers
Stamford,
Connecticut
|
-$322M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$294M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$245M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$238M |
DG Hedge Fund Activity: Q3 2023 in Review
1,035 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q3 2023, worth a combined $20.9B — down 39% from $34.4B a quarter earlier.
Sellers outnumbered buyers: 256 funds closed out of DG and 141 opened new positions — a net loss of 115 holders — while 407 trimmed existing stakes and 383 added.
The largest buyer was Vanguard Group, adding an estimated $515M. The largest seller was JP Morgan Chase, cutting an estimated $579M.
- 1,035 institutional investors held Dollar General (DG) as of Q3 2023, down from 1,163 in Q2 2023.
- Funds reported $20.9B of Dollar General stock for Q3 2023, down 39% quarter-over-quarter.
- 141 funds opened new Dollar General positions in Q3 2023 and 256 closed out, a net change of -115 holders.
- The largest Dollar General buyer in Q3 2023 was Vanguard Group, an estimated $515M added.
- The largest Dollar General seller in Q3 2023 was JP Morgan Chase, an estimated $579M sold.
Based on aggregated 13F filings for Q3 2023.