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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
Victory Capital Management
126
Victory Capital Management
Texas
$13.4M +$829K +10,517 +6%
WP
127
Waycross Partners
Kentucky
$12.7M +$310K +3,939 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
128
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$12.6M +$7.98M +101,218 +155%
LPL Financial
129
LPL Financial
California
$12.6M +$2.82M +35,735 +27%
Treasurer of the State of North Carolina
130
Treasurer of the State of North Carolina
North Carolina
$12.5M -$149K -1,894 -1%
Swedbank
131
Swedbank
Sweden
$12.3M +$3.98M +50,450 +45%
Universal-Beteiligungs- und Servicegesellschaft
132
Universal-Beteiligungs- und Servicegesellschaft
Germany
$12.1M +$12.6M +159,770 New
ACM
133
Aquatic Capital Management
Illinois
$11.9M -$4.19M -53,151 -25%
Commonwealth Equity Services
134
Commonwealth Equity Services
Massachusetts
$11.8M +$7.32M +92,944 +149%
PAS
135
Professional Advisory Services
Florida
$11.6M +$3.16M +40,151 +36%
DekaBank Deutsche Girozentrale
136
DekaBank Deutsche Girozentrale
Germany
$10.7M
KC
137
Kize Capital
New York
$10.6M +$4.41M +56,000 +67%
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$10.6M +$4.74M +60,189 +75%
Mariner
139
Mariner
Kansas
$10.4M +$6.28M +79,759 +140%
State of Wisconsin Investment Board
140
State of Wisconsin Investment Board
Wisconsin
$10.3M -$571K -7,240 -5%
SFCM
141
Savoir Faire Capital Management
Connecticut
$10.3M +$4.57M +58,043 +75%
TI
142
Tidal Investments
Wisconsin
$10.2M +$9.26M +117,463 +678%
Verition Fund Management
143
Verition Fund Management
Connecticut
$10.1M +$7.92M +100,544 +305%
AMBIA
144
Allen Mooney & Barnes Investment Advisors
Georgia
$10.1M -$748K -9,497 -7%
QT
145
Quantbot Technologies
New York
$9.84M -$649K -8,236 -6%
Fidelity Investments
146
Fidelity Investments
Massachusetts
$9.74M -$12.7M -161,007 -56%
BPC
147
Banque Pictet & Cie
Switzerland
$9.49M +$3.36M +42,628 +52%
Prudential Financial
148
Prudential Financial
New Jersey
$9.49M -$1.32M -16,695 -12%
BA
149
Bridgewater Associates
Connecticut
$9.25M -$8.64M -109,678 -47%
KWM
150
Kingsview Wealth Management
Oregon
$9.01M +$1.14M +14,431 +14%

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.