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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
FTDI
951
First Trust Direct Indexing
Massachusetts
-$500K -5,907 Closed
CC
952
Centiva Capital
New York
-$486K -5,749 Closed
LOAMU
953
Lombard Odier Asset Management (USA)
New York
-$483K -5,709 Closed
ECM
954
Everence Capital Management
Indiana
-$458K -5,410 Closed
JFG
955
Jefferies Financial Group
New York
-$448K -5,300 Closed
EIP
956
Epoch Investment Partners
New York
-$433K -5,125 Closed
FWCM
957
Ferguson Wellman Capital Management
Oregon
-$424K -5,008 Closed
PIA
958
Panoramic Investment Advisors
Colorado
-$423K -5,007 Closed
ZF
959
Zhang Financial
Michigan
-$423K -5,000 Closed
PCS
960
Personal CFO Solutions
New Jersey
-$423K -4,999 Closed
SCA
961
Snowden Capital Advisors
New York
-$383K -4,534 Closed
LCWP
962
Legacy Capital Wealth Partners
Arkansas
-$378K -4,466 Closed
RBFC
963
Roman Butler Fullerton & Co
Missouri
-$354K -4,395 Closed
SPC
964
Sigma Planning Corp
Michigan
-$364K -4,299 Closed
JWCA
965
J.W. Cole Advisors
Florida
-$359K -4,245 Closed
TWM
966
Thrive Wealth Management
Pennsylvania
-$353K -4,168 Closed
MFG
967
MidWestOne Financial Group
Iowa
-$347K -4,102 Closed
EFG
968
Ethos Financial Group
Pennsylvania
-$344K -4,070 Closed
SWP
969
Significant Wealth Partners
Illinois
-$331K -3,911 Closed
CRC
970
Curi RMB Capital
Illinois
-$328K -3,875 Closed
VAS
971
Vestmark Advisory Solutions
Massachusetts
-$327K -3,862 Closed
CAMG
972
CWA Asset Management Group
Florida
-$326K -3,856 Closed
PG
973
Patten Group
Tennessee
-$320K -3,785 Closed
SWM
974
Segment Wealth Management
Texas
-$315K -3,728 Closed
MA
975
MJP Associates
Connecticut
-$312K -3,691 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.