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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
CPG
901
Cornerstone Planning Group
New Jersey
$220 +$79 +1 +50%
HWP
902
Highline Wealth Partners
California
$153
TC
903
Truvestments Capital
Florida
$29
Mawer Investment Management
904
Mawer Investment Management
Alberta, Canada
-$34.4M -406,980 Closed
Alyeska Investment Group
905
Alyeska Investment Group
Illinois
-$28.8M -340,568 Closed
MDSL
906
M.D. Sass LLC
New York
-$25.6M -303,109 Closed
LP
907
LMR Partners
United Kingdom
-$11.3M -144,000 Closed
BCP
908
Bayberry Capital Partners
New York
-$8.96M -106,000 Closed
IAIM
909
International Assets Investment Management
Florida
-$1.23K -103,664 Closed
OA
910
Oxbow Advisors
Texas
-$5.39M -63,681 Closed
MYIA
911
Mount Yale Investment Advisors
Colorado
-$4.6M -54,449 Closed
IAM
912
Infusive Asset Management
New York
-$4.01M -47,387 Closed
WG
913
Welch Group
Alabama
-$3.7M -43,716 Closed
BHCM
914
Brevan Howard Capital Management
Jersey
-$3.47M -40,989 Closed
FCM
915
Frontier Capital Management
Massachusetts
-$3.11M -36,796 Closed
FA
916
Faithward Advisors
Pennsylvania
-$2.21M -26,165 Closed
CWM
917
Centric Wealth Management
Illinois
-$1.96M -25,318 Closed
BBP
918
Banco BTG Pactual
Brazil
-$2.09M -24,706 Closed
SCP
919
Silverleafe Capital Partners
Tennessee
-$2.05M -24,263 Closed
XT
920
XTX Topco
Cayman Islands
-$2.02M -23,839 Closed
ACG
921
Allen Capital Group
Nebraska
-$1.97M -23,264 Closed
IGAM
922
iA Global Asset Management
Quebec, Canada
-$1.78M -21,043 Closed
VAG
923
VisionPoint Advisory Group
Texas
-$1.57M -18,589 Closed
GCWM
924
Graham Capital Wealth Management
District of Columbia
-$1.48M -17,533 Closed
FNA
925
First National Advisers
Nebraska
-$1.31M -15,462 Closed

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.