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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
Creative Planning
201
Creative Planning
Kansas
$9.38M +$1.75M +12,307 +26%
RAM
202
RedJay Asset Management
Ontario, Canada
$9.36M +$3.84M +27,000 +82%
CWM
203
CIBC World Markets
New York
$9.33M +$4.48M +31,543 +112%
Osaic Holdings
204
Osaic Holdings
Arizona
$9.28M -$7.04M -49,492 -45%
Janney Montgomery Scott
205
Janney Montgomery Scott
Pennsylvania
$9.27M -$3.11M -21,870 -27%
FTIS
206
First Trust Investment Solutions
Florida
$9.21M +$3.21M +22,558 +62%
PGFC
207
Peapack-Gladstone Financial Corp
New Jersey
$9.14M -$6.54K -46 -0.1%
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$9.1M -$338K -2,377 -4%
Corient Private Wealth
209
Corient Private Wealth
Florida
$8.77M +$1.85K +13 +0%
SO
210
STRS Ohio
Ohio
$8.6M -$509K -3,584 -6%
CFC
211
Cincinnati Financial Corp
Ohio
$8.58M
SC
212
Scotia Capital
Ontario, Canada
$8.18M -$1M -7,057 -12%
TCBWMS
213
Texas Capital Bank Wealth Management Services
Texas
$7.96M +$2.65M +18,671 +58%
Mackenzie Financial
214
Mackenzie Financial
Ontario, Canada
$7.95M -$262K -1,846 -3%
HA
215
Hamel Associates
New Jersey
$7.88M +$225K +1,585 +3%
X
216
Xponance
Pennsylvania
$7.84M +$39.4K +277 +0.6%
BCMO
217
Buckingham Capital Management (Ohio)
Ohio
$7.81M -$96.4K -678 -1%
AssetMark Inc
218
AssetMark Inc
California
$7.67M +$1.36M +9,556 +24%
Retirement Systems of Alabama
219
Retirement Systems of Alabama
Alabama
$7.56M +$10.7K +75 +0.2%
Wellington Management Group
220
Wellington Management Group
Massachusetts
$7.54M +$971K +6,830 +16%
COPPSERS
221
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.52M +$17.6K +124 +0.3%
Calamos Advisors
222
Calamos Advisors
Illinois
$7.5M -$172K -1,208 -2%
AB
223
Amalgamated Bank
New York
$7.45M -$950K -6,680 -12%
LCM
224
Landscape Capital Management
New Jersey
$7.27M +$2.81M +19,780 +74%
Wealthfront Advisers
225
Wealthfront Advisers
California
$7.09M +$2.81M +19,742 +77%

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.