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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
JWBC
51
John W. Bristol & Co
New York
$55.7M -$1.44M -18,326 -2%
Marshall Wace
52
Marshall Wace
United Kingdom
$53.6M +$51.6M +655,400 +1,273%
Arrowstreet Capital
53
Arrowstreet Capital
Massachusetts
$52.8M +$49M +621,299 +821%
OAM
54
Oppenheimer Asset Management
New York
$50M +$47.1M +597,133 +952%
Barclays
55
Barclays
United Kingdom
$50M -$10.5M -132,824 -17%
MAM
56
Magellan Asset Management
Australia
$49.9M +$5.67M +71,977 +12%
EAM
57
Erste Asset Management
Austria
$49.2M +$51.2M +650,000 New
Squarepoint
58
Squarepoint
New York
$48.7M +$49.1M +622,736 +3,153%
Swiss National Bank
59
Swiss National Bank
Switzerland
$47.1M -$2.47M -31,300 -5%
JP Morgan Chase
60
JP Morgan Chase
New York
$46.9M -$29.2M -371,010 -38%
SAIG
61
Semper Augustus Investments Group
Colorado
$46.4M -$19.7M -249,663 -29%
Raymond James Financial
62
Raymond James Financial
Florida
$45.9M +$47.7M +605,374 New
CCP
63
Clarkston Capital Partners
Michigan
$45.6M -$3.32M -42,079 -7%
EPFB
64
Employees Provident Fund Board
Malaysia
$44.4M +$3.31M +42,012 +8%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$44M +$18.5M +234,700 +68%
National Bank of Canada
66
National Bank of Canada
Quebec, Canada
$43.4M +$27.8M +353,415 +162%
ECM
67
Estuary Capital Management
Minnesota
$43.1M +$17.6M +223,300 +65%
Jane Street
68
Jane Street
New York
$43M +$36M +457,230 +417%
First Trust Advisors
69
First Trust Advisors
Illinois
$39M +$35.4M +449,604 +687%
Royal London Asset Management
70
Royal London Asset Management
United Kingdom
$37.9M -$91.7M -1,163,300 -70%
Sumitomo Mitsui Trust Group
71
Sumitomo Mitsui Trust Group
Japan
$37.4M +$1.01M +12,808 +3%
Wells Fargo
72
Wells Fargo
California
$34.2M -$13M -164,814 -27%
HSBC Holdings
73
HSBC Holdings
United Kingdom
$33.5M +$3.97M +50,335 +13%
CIP
74
Cornerstone Investment Partners
Georgia
$32.5M +$7.25M +92,063 +27%
SFG
75
Sather Financial Group
Texas
$31.1M -$6.32M -80,249 -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.