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Dollar General
DG

1,041 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: 1,104 → 1,041 (-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: 21 → 12 (-9)

Holders
1,041
Holders Change
-63
Holders Change %
-5.71%
% of All Funds
15.03%
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

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$618M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$210M
3
Holocene Advisors
Holocene Advisors
New York
+$177M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$152M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$136M

Top Sellers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
-$290M
2
Marshall Wace
Marshall Wace
United Kingdom
-$163M
3
Bank of America
Bank of America
North Carolina
-$143M
4
Squarepoint
Squarepoint
New York
-$135M
5
DKCM
Davidson Kempner Capital Management
New York
-$87.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
1001
Triad Wealth Partners
Kansas
$2.51K +$2.65K +19 New
AF
1002
Aviso Financial
Ontario, Canada
$2.25K +$2.37K +17 New
AIC
1003
Archer Investment Corporation
Indiana
$2.12K – – –
NCM
1004
Northwest Capital Management
Oregon
$2.12K – – –
SIC
1005
SJS Investment Consulting
Ohio
$2.12K – – –
WBWA
1006
William B. Walkup & Associates
South Carolina
$2.12K +$2.23K +16 New
PCM
1007
Penserra Capital Management
California
$2K – – –
AFG
1008
Albion Financial Group
Utah
$1.98K – – –
CWC
1009
Carolinas Wealth Consulting
North Carolina
$1.85K -$279 -2 -13%
FW
1010
Fairway Wealth
Ohio
$1.85K +$1.96K +14 New
TFM
1011
TFC Financial Management
Massachusetts
$1.72K – – –
RS
1012
Rakuten Securities
Japan
$1.59K -$13.5K -97 -89%
APC
1013
Aspire Private Capital
North Carolina
$1.59K – – –
CP
1014
Camelot Portfolios
Ohio
$1.46K +$1.54K +11 New
VAMG
1015
Voisard Asset Management Group
Michigan
$1.36K – – –
TCA
1016
Trifecta Capital Advisors
Illinois
$1.32K – – –
WWM
1017
Wolff Wiese Magana
California
$1.32K – – –
WIA
1018
Wetzel Investment Advisors
Indiana
$1.09K – – –
IHWM
1019
Iron Horse Wealth Management
Iowa
$1.06K – – –
CAL
1020
Capital Analysts LLC
Pennsylvania
$1K +$698 +5 New
Lazard Asset Management
1021
Lazard Asset Management
New York
$1K +$1.96K +14 New
CPG
1022
Cornerstone Planning Group
New Jersey
$984 +$1.12K +8 New
SWA
1023
SOA Wealth Advisors
New York
$930 -$419 -3 -30%
CTWM
1024
Cherry Tree Wealth Management
Minnesota
$926 – – –
TAM
1025
Tucker Asset Management
Colorado
$926 – – –
39 40
41
42 43

DG Hedge Fund Activity: Q2 2024 in Review

1,041 of the 6,924 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.

  • 1,041 institutional investors held Dollar General (DG) as of Q2 2024, down from 1,104 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.