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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
FHC
526
First Heartland Consultants
Missouri
$442K +$459K +5,828 New
CW
527
CreativeOne Wealth
Kansas
$440K -$16.6K -211 -4%
VSQM
528
V-Square Quantitative Management
Illinois
$440K +$55.4K +703 +14%
SAM
529
Steinberg Asset Management
New York
$439K -$312K -3,955 -41%
Neuberger Berman Group
530
Neuberger Berman Group
New York
$439K +$116K +1,468 +34%
WAM
531
Weiss Asset Management
Massachusetts
$437K +$454K +5,758 New
NGA
532
Naples Global Advisors
Florida
$436K -$549K -6,972 -55%
PM
533
Parametrica Management
Hong Kong
$429K +$446K +5,654 New
OC
534
Oppenheimer & Co
New York
$428K +$200K +2,534 +81%
WCM
535
Weaver Capital Management
Georgia
$420K +$38.6K +490 +10%
AFCM
536
Applied Finance Capital Management
Puerto Rico
$420K +$48.5K +616 +13%
IA
537
IFP Advisors
Florida
$420K +$107K +1,359 +33%
SFA
538
Sequoia Financial Advisors
Ohio
$414K +$221K +2,808 +106%
Fifth Third Bancorp
539
Fifth Third Bancorp
Ohio
$411K -$200K -2,535 -32%
CTI
540
Community Trust & Investment
Kentucky
$410K +$426K +5,405 New
RSWM
541
Robertson Stephens Wealth Management
California
$407K +$50K +635 +13%
KPWS
542
Kestra Private Wealth Services
Texas
$405K -$79.4K -1,007 -16%
HH
543
Hilltop Holdings
Texas
$402K -$495K -6,286 -54%
AIM
544
Acropolis Investment Management
Missouri
$401K +$90.5K +1,148 +28%
JWA
545
JFS Wealth Advisors
Pennsylvania
$400K +$405K +5,144 +3,728%
DFCM
546
Dark Forest Capital Management
Puerto Rico
$398K +$414K +5,255 New
TAM
547
Tocqueville Asset Management
New York
$394K -$383K -4,865 -48%
MNBTD
548
Moody National Bank Trust Division
Texas
$393K +$33.4K +424 +9%
PCIA
549
Prime Capital Investment Advisors
Kansas
$393K -$432K -5,479 -51%
Focus Partners Wealth
550
Focus Partners Wealth
Massachusetts
$389K +$57.1K +725 +16%

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.