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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
IAA
576
Independent Advisor Alliance
North Carolina
$331K +$4.1K +52 +1%
MFG
577
Midwest Financial Group
Kansas
$330K -$113K -1,429 -25%
PFS
578
Prospera Financial Services
Texas
$328K +$102K +1,289 +42%
EFG
579
Everhart Financial Group
Ohio
$324K +$337K +4,274 New
JIC
580
Johnson Investment Counsel
Ohio
$320K -$164K -2,086 -33%
CB
581
Cadence Bank
Mississippi
$318K +$331K +4,195 New
SC
582
Steph & Co
Wisconsin
$315K +$328K +4,157 New
GAM
583
Generali Asset Management
Italy
$315K +$327K +4,149 New
SC
584
Savant Capital
Illinois
$312K -$88.3K -1,121 -21%
GAA
585
Global Assets Advisory
Florida
$308K +$53.2K +675 +20%
IWM
586
IHT Wealth Management
Illinois
$302K +$314K +3,983 New
O
587
Ossiam
France
$301K +$22.9K +291 +8%
IA
588
Inspire Advisors
Idaho
$299K +$69K +876 +29%
MIP
589
Mondrian Investment Partners
United Kingdom
$299K
LI
590
LMCG Investments
Massachusetts
$298K -$46.1K -585 -13%
CSC
591
Caldwell Sutter Capital
California
$298K -$39.4K -500 -11%
Brown Advisory
592
Brown Advisory
Maryland
$298K -$216K -2,745 -41%
RLH
593
RD Lewis Holdings
Florida
$278K +$303K +3,839 New
QCM
594
QRG Capital Management
Illinois
$277K +$26K +330 +10%
CM
595
Caption Management
Oklahoma
$276K +$114K +1,443 +66%
ABC
596
Associated Banc-Corp
Wisconsin
$272K -$1.6M -20,337 -85%
HTC
597
Haverford Trust Company
Pennsylvania
$267K -$71.3K -905 -20%
BT
598
Banque Transatlantique
France
$266K +$278K +3,534 New
PA
599
Probity Advisors
Texas
$265K +$276K +3,501 New
DADC
600
D.A. Davidson & Co
Montana
$265K -$149K -1,894 -35%

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.