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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
SI
426
Symmetry Investments
Jersey
$867K +$901K +11,439 New
IFG
427
Independent Financial Group
California
$861K +$895K +11,360 New
MCM
428
Monarch Capital Management
Indiana
$859K +$578K +7,330 +183%
EOJOAM
429
E. Ohman J:or Asset Management
Sweden
$849K +$165K +2,100 +23%
PIM
430
Provident Investment Management
Michigan
$840K
NIM
431
NEOS Investment Management
Connecticut
$837K +$196K +2,484 +29%
PP
432
Prudential plc
United Kingdom
$833K +$146K +1,849 +20%
Northwestern Mutual Wealth Management
433
Northwestern Mutual Wealth Management
Wisconsin
$822K -$112K -1,420 -12%
CA
434
Cornerstone Advisors
North Carolina
$811K
WLPWM
435
Walled Lake Planning & Wealth Management
Illinois
$811K -$2.04M -25,870 -71%
NHC
436
Nicholas Hoffman & Company
Georgia
$810K +$110K +1,390 +15%
KeyBank National Association
437
KeyBank National Association
Ohio
$810K -$480K -6,095 -36%
NMERB
438
New Mexico Educational Retirement Board
New Mexico
$792K -$23.6K -300 -3%
ASN
439
Advisory Services Network
Georgia
$781K +$254K +3,225 +46%
CIBC Private Wealth Group
440
CIBC Private Wealth Group
Georgia
$781K -$262K -3,320 -23%
HZ
441
Hixon Zuercher
Ohio
$779K -$66K -837 -8%
ECM
442
Empirical Capital Management
Tennessee
$758K -$2.05M -26,000 -72%
WBC
443
Westpac Banking Corp
Australia
$758K -$1.64M -20,824 -68%
First Manhattan
444
First Manhattan
New York
$757K +$787K +9,983 New
PHK
445
Point72 Hong Kong
Hong Kong
$735K +$764K +9,692 New
AAS
446
Avantax Advisory Services
Texas
$731K -$135K -1,717 -15%
SI
447
Stephens Inc
Arkansas
$730K +$137K +1,741 +22%
Pathstone Holdings
448
Pathstone Holdings
New Jersey
$730K -$707K -8,966 -48%
Carson Wealth (CWM LLC)
449
Carson Wealth (CWM LLC)
Nebraska
$725K +$87.7K +1,113 +13%
WG
450
Winton Group
United Kingdom
$718K -$10.9M -137,933 -94%

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.