We are live on ! Find out more
DG icon

Dollar General

1,042 hedge funds and large institutions have $28.1B invested in Dollar General in 2024 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 328 increasing their positions, 463 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.49% more ownership

Funds ownership: 92.8%93.3% (+0.49%)

9% less call options, than puts

Call options by funds: $897M | Put options by funds: $982M

6% less funds holding

Funds holding: 1,1051,042 (-63)

12% less capital invested

Capital invested by funds: $31.8B → $28.1B (-$3.68B)

29% less repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 463

34% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 148

43% less funds holding in top 10

Funds holding in top 10: 2112 (-9)

Holders
1,042
Holders Change
-63
Holders Change %
-5.7%
% of All Funds
15.05%
Holding in Top 10
12
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-42.86%
% of All Funds
0.17%
New
98
Increased
328
Reduced
463
Closed
148
Calls
$897M
Puts
$982M
Net Calls
-$84.9M
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Change in
Stake
B
776
Bellecapital
Switzerland
$224K -$758K -5,425 -76%
DMBA
777
Deseret Mutual Benefit Administrators
Utah
$224K +$10.8K +77 +5%
FCP
778
Fidelis Capital Partners
Florida
$223K -$74.3K -532 -22%
MA
779
Mutual Advisors
Nebraska
$223K -$153K -1,099 -37%
WWP
780
WR Wealth Planners
Missouri
$222K +$24.3K +174 +12%
MW
781
Marcum Wealth
Ohio
$221K -$56.3K -403 -19%
WS
782
Wedbush Securities
California
$220K +$15.8K +113 +7%
VA
783
Valmark Advisers
Ohio
$220K +$8.8K +63 +4%
Lido Advisors
784
Lido Advisors
California
$218K -$49.6K -355 -18%
DWT
785
Dorsey & Whitney Trust
South Dakota
$215K +$227K +1,624 New
WA
786
Wambolt & Associates
Colorado
$212K -$3.21K -23 -1%
SFS
787
Stiles Financial Services
Minnesota
$211K -$8.52K -61 -4%
SSWM
788
Sheets Smith Wealth Management
North Carolina
$210K
GWANC
789
Guardian Wealth Advisors (North Carolina)
North Carolina
$210K -$27.4K -196 -11%
PWP
790
Phillips Wealth Planners
Mississippi
$209K -$5.59K -40 -2%
NAS
791
Nicolet Advisory Services
Wisconsin
$209K -$18.6K -133 -8%
CI
792
Conning Inc
Connecticut
$206K +$2.93K +21 +1%
RPCONE
793
Retirement Planning Company of New England
Rhode Island
$206K +$217K +1,557 New
PFG
794
Prosperity Financial Group
California
$204K +$22.8K +163 +12%
CGA
795
Crescent Grove Advisors
Illinois
$203K -$3.91K -28 -2%
UB
796
UMB Bank
Missouri
$202K -$164K -1,177 -43%
PWPS
797
Pinnacle Wealth Planning Services
Ohio
$202K -$8.52K -61 -4%
RA
798
RFG Advisory
Alabama
$200K -$444K -3,177 -68%
CA
799
Clearstead Advisors
Ohio
$198K +$55.7K +399 +36%
CP
800
Castleview Partners
Texas
$196K +$90.9K +651 +78%

DG Hedge Fund Activity: Q2 2024 in Review

1,042 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q2 2024, worth a combined $28.1B — down 12% from $31.8B a quarter earlier.

Sellers outnumbered buyers: 148 funds closed out of DG and 98 opened new positions — a net loss of 50 holders — while 463 trimmed existing stakes and 328 added.

The largest buyer was Capital International Investors, adding an estimated $618M. The largest seller was Macquarie Group, cutting an estimated $290M.

  • 1,042 institutional investors held Dollar General (DG) as of Q2 2024, down from 1,105 in Q1 2024.
  • Funds reported $28.1B of Dollar General stock for Q2 2024, down 12% quarter-over-quarter.
  • 98 funds opened new Dollar General positions in Q2 2024 and 148 closed out, a net change of -50 holders.
  • The largest Dollar General buyer in Q2 2024 was Capital International Investors, an estimated $618M added.
  • The largest Dollar General seller in Q2 2024 was Macquarie Group, an estimated $290M sold.

Based on aggregated 13F filings for Q2 2024.