We are live on ! Find out more
DG icon

Dollar General

1,237 hedge funds and large institutions have $42.7B invested in Dollar General in 2023 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 452 increasing their positions, 481 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $569M | Put options by funds: $472M

0.72% more ownership

Funds ownership: 91.59%92.31% (+0.72%)

6% less repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 481

9% less first-time investments, than exits

New positions opened: 137 | Existing positions closed: 151

3% less funds holding

Funds holding: 1,2741,237 (-37)

15% less capital invested

Capital invested by funds: $50.1B → $42.7B (-$7.45B)

27% less funds holding in top 10

Funds holding in top 10: 3727 (-10)

Holders
1,237
Holders Change
-37
Holders Change %
-2.9%
% of All Funds
19.71%
Holding in Top 10
27
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.03%
% of All Funds
0.43%
New
137
Increased
452
Reduced
481
Closed
151
Calls
$569M
Puts
$472M
Net Calls
+$96.9M
Net Calls Change
+$370M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$4.12B +$270M +1,204,969 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.85B -$12.7M -56,613 -0.3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.38B -$550M -2,448,329 -18%
State Street
4
State Street
Massachusetts
$2.06B +$223M +994,813 +11%
Capital International Investors
5
Capital International Investors
California
$1.93B -$41.7M -185,545 -2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.62B -$15.6M -69,425 -0.9%
Capital World Investors
7
Capital World Investors
California
$1.01B -$408M -1,817,402 -27%
Morgan Stanley
8
Morgan Stanley
New York
$966M -$35.1M -156,473 -3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$874M -$15.7M -69,986 -2%
JP Morgan Chase
10
JP Morgan Chase
New York
$723M -$112M -500,724 -13%
AllianceBernstein
11
AllianceBernstein
Tennessee
$712M +$42.6M +189,711 +6%
Bank of America
12
Bank of America
North Carolina
$540M +$100M +447,076 +21%
N
13
Nuveen
North Carolina
$526M +$235M +1,044,680 +72%
Northern Trust
14
Northern Trust
Illinois
$504M -$12.5M -55,847 -2%
Norges Bank
15
Norges Bank
Norway
$494M +$11.5M +51,062 +2%
T. Rowe Price Investment Management
16
T. Rowe Price Investment Management
Maryland
$457M -$170M -755,611 -26%
Barrow, Hanley, Mewhinney & Strauss
17
Barrow, Hanley, Mewhinney & Strauss
Texas
$443M -$22.2M -98,992 -4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$412M -$44.7M -199,305 -9%
Macquarie Group
19
Macquarie Group
Australia
$412M +$39.2M +174,439 +10%
Principal Financial Group
20
Principal Financial Group
Iowa
$403M -$193K -861 -0%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$395M +$65.4M +291,481 +18%
ATO
22
Alecta Tjanstepension Omsesidigt
Sweden
$392M -$15.3M -68,000 -4%
Lazard Asset Management
23
Lazard Asset Management
New York
$383M -$30M -133,768 -7%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$379M +$78.1K +348 +0%
Citadel Advisors
25
Citadel Advisors
Florida
$344M +$242M +1,076,731 +192%

DG Hedge Fund Activity: Q1 2023 in Review

1,237 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q1 2023, worth a combined $42.7B — down 15% from $50.1B a quarter earlier.

Sellers outnumbered buyers: 151 funds closed out of DG and 137 opened new positions — a net loss of 14 holders — while 481 trimmed existing stakes and 452 added.

The largest buyer was BlackRock, adding an estimated $270M. The largest seller was T. Rowe Price Associates, cutting an estimated $550M.

  • 1,237 institutional investors held Dollar General (DG) as of Q1 2023, down from 1,274 in Q4 2022.
  • Funds reported $42.7B of Dollar General stock for Q1 2023, down 15% quarter-over-quarter.
  • 137 funds opened new Dollar General positions in Q1 2023 and 151 closed out, a net change of -14 holders.
  • The largest Dollar General buyer in Q1 2023 was BlackRock, an estimated $270M added.
  • The largest Dollar General seller in Q1 2023 was T. Rowe Price Associates, an estimated $550M sold.

Based on aggregated 13F filings for Q1 2023.