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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.9B -$12.3M -86,840 -0.3%
Capital International Investors
2
Capital International Investors
California
$3.24B +$300M +2,113,485 +11%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$3.16B +$289M +2,031,593 +11%
BlackRock
4
BlackRock
New York
$2.85B -$155M -1,088,983 -6%
Capital World Investors
5
Capital World Investors
California
$1.87B -$154M -1,085,772 -8%
State Street
6
State Street
Massachusetts
$1.48B -$19.1M -134,044 -1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$710M +$22.5M +158,607 +4%
Morgan Stanley
8
Morgan Stanley
New York
$646M -$662M -4,659,610 -53%
LP
9
Longview Partners
Guernsey
$636M -$10.3M -72,630 -2%
Norges Bank
10
Norges Bank
Norway
$401M +$13M +91,717 +4%
Northern Trust
11
Northern Trust
Illinois
$350M -$10.9M -76,547 -3%
Bank of America
12
Bank of America
North Carolina
$345M +$86.2M +606,427 +38%
Royal London Asset Management
13
Royal London Asset Management
United Kingdom
$340M +$293M +2,058,366 +1,703%
Macquarie Group
14
Macquarie Group
Australia
$327M -$39.9M -280,493 -12%
Goldman Sachs
15
Goldman Sachs
New York
$324M -$11.9M -83,896 -4%
ATO
16
Alecta Tjanstepension Omsesidigt
Sweden
$322M
Pzena Investment Management
17
Pzena Investment Management
New York
$302M +$275M +1,933,475 New
Invesco
18
Invesco
Georgia
$222M -$19.3M -135,886 -9%
Fidelity International
19
Fidelity International
Bermuda
$218M +$8.19M +57,616 +4%
Legal & General Group
20
Legal & General Group
United Kingdom
$217M -$2.41M -16,919 -1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$216M -$7.95M -55,926 -4%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$214M -$132M -930,018 -40%
Charles Schwab
23
Charles Schwab
California
$212M +$8.52M +59,940 +5%
FMI
24
Fiduciary Management Inc
Wisconsin
$210M -$13.8M -97,103 -7%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$202M +$12.2M +85,717 +7%

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.