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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
Charles Schwab
26
Charles Schwab
California
$121M +$12.4M +157,789 +11%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$110M +$87.9M +1,115,916 +340%
Holocene Advisors
28
Holocene Advisors
New York
$108M +$112M +1,419,490 New
Man Group
29
Man Group
United Kingdom
$107M +$43M +546,193 +63%
T. Rowe Price Investment Management
30
T. Rowe Price Investment Management
Maryland
$106M +$55.2K +700 +0.1%
Legal & General Group
31
Legal & General Group
United Kingdom
$104M -$670K -8,507 -0.6%
BGIM
32
Brandywine Global Investment Management
Pennsylvania
$103M +$41.9M +531,884 +65%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$99.5M +$62.3M +790,284 +151%
UBS Group
34
UBS Group
Switzerland
$97.9M +$51.4M +652,024 +102%
Flossbach Von Storch
35
Flossbach Von Storch
Germany
$96.5M -$661K -8,384 -0.7%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$95.8M -$2.81M -35,649 -3%
WorldQuant Millennium Advisors
37
WorldQuant Millennium Advisors
New York
$93.2M +$66.2M +839,698 +216%
Artisan Partners
38
Artisan Partners
Wisconsin
$86.4M -$290K -3,679 -0.3%
Citadel Advisors
39
Citadel Advisors
Florida
$83.6M +$41.6M +528,045 +92%
UBS AM
40
UBS AM
Illinois
$82.8M +$17.2M +218,379 +25%
Deutsche Bank
41
Deutsche Bank
Germany
$78.7M +$12M +152,429 +17%
Voloridge Investment Management
42
Voloridge Investment Management
Florida
$77.9M +$19.9M +252,654 +33%
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$73.2M +$35.4M +448,923 +87%
EIC
44
Equity Investment Corp
Georgia
$66.5M -$5.87M -74,510 -8%
N
45
Nuveen
North Carolina
$65.5M -$3.07M -38,929 -4%
Canada Pension Plan Investment Board
46
Canada Pension Plan Investment Board
Ontario, Canada
$65M +$4.56M +57,900 +7%
MG
47
Markel Group
Virginia
$63.4M +$7.37M +93,500 +13%
Bank of America
48
Bank of America
North Carolina
$63M -$42.3M -536,622 -39%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$57.3M +$36.4M +461,900 +157%
Allianz Asset Management
50
Allianz Asset Management
Germany
$56.3M +$28.7M +363,739 +96%

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.