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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
IFWM
1001
Institute for Wealth Management
Colorado
-$216K -2,557 Closed
SFI
1002
Siemens Fonds Invest
Germany
-$214K -2,532 Closed
KWA
1003
Kingswood Wealth Advisors
California
-$214K -2,524 Closed
SMC
1004
Smith, Moore & Co
Missouri
-$212K -2,509 Closed
CL
1005
Choreo LLC
Illinois
-$212K -2,507 Closed
PP
1006
PDT Partners
New York
-$211K -2,500 Closed
RPCONE
1007
Retirement Planning Company of New England
Rhode Island
-$211K -2,489 Closed
SCA
1008
Southern Capital Advisors
Tennessee
-$201K -2,375 Closed
ACM
1009
Alta Capital Management
Utah
-$201K -2,372 Closed
TW
1010
TritonPoint Wealth
Maryland
-$205K -2,353 Closed
SIM
1011
Sentry Investment Management
Wisconsin
-$74K -872 Closed
OWP
1012
ORG Wealth Partners
Texas
-$56.9K -673 Closed
AA
1013
Alta Advisers
United Kingdom
-$50.7K -600 Closed
DWS
1014
Dynamic Wealth Strategies
California
-$30K -358 Closed
EDRH
1015
Edmond de Rothschild Holding
Switzerland
-$28.8K -340 Closed
PWM
1016
Partnership Wealth Management
Maryland
-$22.8K -270 Closed
Loomis, Sayles & Company
1017
Loomis, Sayles & Company
Massachusetts
-$17K -206 Closed
FIA
1018
FNY Investment Advisers
New York
-$16K -201 Closed
LWA
1019
Lowe Wealth Advisors
Maryland
-$16.9K -200 Closed
ATS
1020
Ashton Thomas Securities
New York
-$15.5K -183 Closed
AF
1021
Arrow Financial
New York
-$10.3K -122 Closed
PP
1022
Pacifica Partners
Canada
-$8.46K -100 Closed
FFWM
1023
Future Financial Wealth Management
Ohio
-$8.02K -95 Closed
OAJ
1024
Ogorek Anthony Joseph
New York
-$8K -94 Closed
EPW
1025
Evergreen Private Wealth
Colorado
-$7.02K -83 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.