Dollar General
1,163 hedge funds and large institutions have $34.4B invested in Dollar General in 2023 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 424 increasing their positions, 482 reducing their positions, and 192 closing their positions.
0.25% less ownership
Funds ownership: 92.31% → 92.06% (-0.25%)
1% less capital inflows, than outflows
Capital inflows: $6.75B | Capital outflows: $6.86B
7% less call options, than puts
Call options by funds: $576M | Put options by funds: $622M
6% less funds holding
Funds holding: 1,238 → 1,163 (-75)
12% less repeat investments, than reductions
Existing positions increased: 424 | Existing positions reduced: 482
34% less first-time investments, than exits
New positions opened: 127 | Existing positions closed: 192
48% less funds holding in top 10
Funds holding in top 10: 27 → 14 (-13)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$1.18B |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$1.17B |
| 3 |
Longview Partners
St Peter Port,
Guernsey
|
+$536M |
| 4 |
JP Morgan Chase
New York
|
+$339M |
| 5 |
Holocene Advisors
New York
|
+$236M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$900M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$708M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$614M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$355M |
| 5 |
Lazard Asset Management
New York
|
-$330M |
DG Hedge Fund Activity: Q2 2023 in Review
1,163 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q2 2023, worth a combined $34.4B — down 19% from $42.7B a quarter earlier.
Sellers outnumbered buyers: 192 funds closed out of DG and 127 opened new positions — a net loss of 65 holders — while 482 trimmed existing stakes and 424 added.
The largest buyer was Capital World Investors, adding an estimated $1.18B. The largest seller was T. Rowe Price Associates, cutting an estimated $900M.
- 1,163 institutional investors held Dollar General (DG) as of Q2 2023, down from 1,238 in Q1 2023.
- Funds reported $34.4B of Dollar General stock for Q2 2023, down 19% quarter-over-quarter.
- 127 funds opened new Dollar General positions in Q2 2023 and 192 closed out, a net change of -65 holders.
- The largest Dollar General buyer in Q2 2023 was Capital World Investors, an estimated $1.18B added.
- The largest Dollar General seller in Q2 2023 was T. Rowe Price Associates, an estimated $900M sold.
Based on aggregated 13F filings for Q2 2023.