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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
IBOK
701
Independence Bank of Kentucky
Kentucky
$44.4K -$9.46K -120 -17%
CT
702
Caldwell Trust
Florida
$42.5K -$29.6K -375 -40%
PCM
703
Penserra Capital Management
California
$42K +$42.5K +539 +2,994%
CSB
704
City State Bank
Iowa
$41.6K -$93.1K -1,181 -68%
CA
705
Clearstead Advisors
Ohio
$40.7K -$258K -3,279 -86%
GEA
706
Glen Eagle Advisors
New Jersey
$40.6K -$20.4K -259 -33%
UB
707
UMB Bank
Missouri
$40.2K -$23.1K -293 -36%
PWMG
708
Prestige Wealth Management Group
New Jersey
$39.7K +$25K +317 +154%
NFSG
709
Newbridge Financial Services Group
Florida
$39.4K +$40.9K +519 New
NBT
710
Northwest Bank & Trust
Iowa
$38.6K
CWM
711
Cedar Wealth Management
California
$38.6K
LI
712
LRI Investments
Florida
$38K
VWM
713
Venturi Wealth Management
Texas
$37.8K +$21.9K +278 +126%
HWA
714
HHM Wealth Advisors
Tennessee
$37.5K +$5.2K +66 +15%
BWL
715
Bogart Wealth LLC
Virginia
$37.2K +$28.4K +361 +280%
OIAM
716
OFI Invest Asset Management
France
$36.9K +$39.7K +504 New
PFA
717
Pathway Financial Advisers
Indiana
$35.8K -$2.47M -31,333 -99%
WPA
718
West Paces Advisors
Georgia
$34.9K
PFBT
719
Parkside Financial Bank & Trust
Missouri
$34.7K -$19.2K -244 -35%
MPWT
720
MassMutual Private Wealth & Trust
Connecticut
$34.5K -$1.97K -25 -5%
HNB
721
Hilltop National Bank
Wyoming
$32.8K -$1.89K -24 -5%
PFT
722
Providence First Trust
Arizona
$32.8K +$34.1K +433 New
PB
723
Pinnacle Bancorp
Nebraska
$32.6K -$31.5K -400 -48%
BF
724
BOK Financial
Oklahoma
$32.1K -$313K -3,976 -90%
HIA
725
Harbor Investment Advisory
Maryland
$31.4K -$31.6K -401 -49%

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.