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Dollar General

915 hedge funds and large institutions have $17.3B invested in Dollar General in 2024 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 328 increasing their positions, 356 reducing their positions, and 226 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.46% less ownership

Funds ownership: 93.3%92.83% (-0.46%)

2% less call options, than puts

Call options by funds: $814M | Put options by funds: $827M

8% less repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 356

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

12% less funds holding

Funds holding: 1,041915 (-126)

39% less capital invested

Capital invested by funds: $28.1B → $17.3B (-$10.8B)

51% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 226

Holders
915
Holders Change
-126
Holders Change %
-12.1%
% of All Funds
13.14%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
110
Increased
328
Reduced
356
Closed
226
Calls
$814M
Puts
$827M
Net Calls
-$13.6M
Net Calls Change
+$71.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.12B +$14.8M +134,738 +0.5%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.75B -$108M -983,356 -5%
BlackRock
3
BlackRock
New York
$1.67B +$202M +1,842,545 +10%
Capital International Investors
4
Capital International Investors
California
$1.25B -$1.14B -10,392,785 -41%
Pzena Investment Management
5
Pzena Investment Management
New York
$866M +$920M +8,388,735 +453%
State Street
6
State Street
Massachusetts
$842M +$83.3M +759,869 +8%
Capital World Investors
7
Capital World Investors
California
$766M -$273M -2,492,766 -22%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$442M +$20M +182,300 +4%
Morgan Stanley
9
Morgan Stanley
New York
$331M -$6.48M -59,098 -1%
LP
10
Longview Partners
Guernsey
$302M +$615K +5,608 +0.2%
Norges Bank
11
Norges Bank
Norway
$228M +$4.15M +37,860 +1%
Fidelity International
12
Fidelity International
Bermuda
$218M +$170M +1,550,000 +151%
Invesco
13
Invesco
Georgia
$216M +$101M +925,044 +57%
BG
14
Baupost Group
Massachusetts
$195M +$253M +2,303,800 New
ATO
15
Alecta Tjanstepension Omsesidigt
Sweden
$157M -$21.9M -200,000 -10%
Northern Trust
16
Northern Trust
Illinois
$154M -$41.8M -381,481 -17%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$153M +$59.5M +542,779 +43%
1832 Asset Management
18
1832 Asset Management
Ontario, Canada
$147M +$190M +1,734,200 +21,543%
Royal London Asset Management
19
Royal London Asset Management
United Kingdom
$141M -$25.4M -231,905 -12%
Charles Schwab
20
Charles Schwab
California
$121M +$3.42M +31,200 +2%
T. Rowe Price Investment Management
21
T. Rowe Price Investment Management
Maryland
$118M +$28.1M +255,983 +23%
Legal & General Group
22
Legal & General Group
United Kingdom
$117M -$7.31M -66,655 -5%
Bank of America
23
Bank of America
North Carolina
$116M +$20.1M +183,454 +15%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$110M -$3.31M -30,182 -2%
Flossbach Von Storch
25
Flossbach Von Storch
Germany
$108M +$31M +283,233 +28%

DG Hedge Fund Activity: Q3 2024 in Review

915 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q3 2024, worth a combined $17.3B — down 39% from $28.1B a quarter earlier.

Sellers outnumbered buyers: 226 funds closed out of DG and 110 opened new positions — a net loss of 116 holders — while 356 trimmed existing stakes and 328 added.

The largest buyer was Pzena Investment Management, adding an estimated $920M. The largest seller was Capital International Investors, cutting an estimated $1.14B.

  • 915 institutional investors held Dollar General (DG) as of Q3 2024, down from 1,041 in Q2 2024.
  • Funds reported $17.3B of Dollar General stock for Q3 2024, down 39% quarter-over-quarter.
  • 110 funds opened new Dollar General positions in Q3 2024 and 226 closed out, a net change of -116 holders.
  • The largest Dollar General buyer in Q3 2024 was Pzena Investment Management, an estimated $920M added.
  • The largest Dollar General seller in Q3 2024 was Capital International Investors, an estimated $1.14B sold.

Based on aggregated 13F filings for Q3 2024.