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Dollar General

903 hedge funds and large institutions have $15.7B invested in Dollar General in 2024 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 334 increasing their positions, 321 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1.08% more ownership

Funds ownership: 92.83%93.91% (+1.1%)

4% more repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 321

3% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 149

1% less funds holding

Funds holding: 915903 (-12)

9% less capital invested

Capital invested by funds: $17.3B → $15.7B (-$1.6B)

29% less call options, than puts

Call options by funds: $744M | Put options by funds: $1.05B

Holders
903
Holders Change
-12
Holders Change %
-1.31%
% of All Funds
11.89%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
153
Increased
334
Reduced
321
Closed
149
Calls
$744M
Puts
$1.05B
Net Calls
-$303M
Net Calls Change
-$289M
Name Holding Trade Value Shares
Change
Change in
Stake
HA
376
Hamel Associates
New Jersey
$1.23M -$2.93M -37,238 -70%
US Bancorp
377
US Bancorp
Minnesota
$1.21M -$240K -3,044 -16%
MTIM
378
Marathon Trading Investment Management
Pennsylvania
$1.2M +$1.25M +15,833 New
AT
379
American Trust
Kentucky
$1.19M -$439K -5,567 -26%
OQS
380
Occudo Quantitative Strategies
Florida
$1.19M +$1.23M +15,664 New
Schroder Investment Management Group
381
Schroder Investment Management Group
United Kingdom
$1.18M -$205K -2,600 -14%
XSC
382
X-Square Capital
Puerto Rico
$1.16M +$35.5K +451 +3%
GCP
383
GSA Capital Partners
United Kingdom
$1.15M +$999K +12,680 +505%
NAM
384
NorthCrest Asset Manangement
Minnesota
$1.15M -$1.85M -23,520 -61%
KRS
385
Kentucky Retirement Systems
Kentucky
$1.15M -$16.4K -208 -1%
SCM
386
Semanteon Capital Management
Massachusetts
$1.15M +$825K +10,468 +226%
LWAM
387
Legacy Wealth Asset Management
Minnesota
$1.14M -$208K -2,644 -15%
MML Investors Services
388
MML Investors Services
Massachusetts
$1.12M +$65.9K +836 +6%
IC
389
Inkwell Capital
Florida
$1.12M +$1.16M +14,719 New
PL
390
Polianta Ltd
Jersey
$1.11M +$1.16M +14,700 New
SG Americas Securities
391
SG Americas Securities
New York
$1.09M -$1.84M -23,334 -62%
ACM
392
Aster Capital Management
United Arab Emirates
$1.08M +$1.05M +13,385 +1,482%
RG
393
Rathbones Group
United Kingdom
$1.08M -$414K -5,251 -27%
SC
394
Scotia Capital
Ontario, Canada
$1.08M -$3.31M -42,030 -75%
CCG
395
Ceeto Capital Group
Florida
$1.07M +$398K +5,050 +55%
QCM
396
Quantinno Capital Management
New York
$1.07M +$566K +7,189 +104%
VI
397
Vestcor Inc
New Brunswick, Canada
$1.05M +$741K +9,400 +210%
AC
398
Aristides Capital
Kentucky
$1.05M -$93K -1,180 -8%
QP
399
Quilter Plc
United Kingdom
$1.04M -$258K -3,274 -19%
HIMCH
400
Hartford Investment Management Co (HIMCO)
Connecticut
$1.03M -$20.8K -264 -2%

DG Hedge Fund Activity: Q4 2024 in Review

903 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q4 2024, worth a combined $15.7B — down 9.3% from $17.3B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new DG positions and 149 closed out — a net gain of 4 holders — while 334 added to existing stakes and 321 trimmed.

The largest buyer was First Eagle Investment Management, opening a new position worth an estimated $415M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.24B.

  • 903 institutional investors held Dollar General (DG) as of Q4 2024, down from 915 in Q3 2024.
  • Funds reported $15.7B of Dollar General stock for Q4 2024, down 9.3% quarter-over-quarter.
  • 153 funds opened new Dollar General positions in Q4 2024 and 149 closed out, a net change of +4 holders.
  • The largest Dollar General buyer in Q4 2024 was First Eagle Investment Management, an estimated $415M added.
  • The largest Dollar General seller in Q4 2024 was T. Rowe Price Associates, an estimated $1.24B sold.

Based on aggregated 13F filings for Q4 2024.