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Dollar General
DG

Overview Fund Activity

1,224 hedge funds and large institutions have $51.3B invested in Dollar General in 2021 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 430 increasing their positions, 413 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,224
Holders Change
+93
Holders Change %
+8.22%
% of All Funds
18.9%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.39%
New
186
Increased
430
Reduced
413
Closed
71
Calls
$555M
Puts
$666M
Net Calls
-$111M
Net Calls Change
-$68.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$586M
2
Morgan Stanley
Morgan Stanley
New York
+$444M
3
Capital International Investors
Capital International Investors
California
+$203M
4
OAG
Orbis Allan Gray
Bermuda
+$197M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$178M

Top Sellers

1
A
AustralianSuper
Australia
-$143M
2
BI
BlueSpruce Investments
Illinois
-$91.5M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$76.1M
4
SIG
Senator Investment Group
New York
-$74.2M
5
Renaissance Technologies
Renaissance Technologies
New York
-$69.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
501
Scholtz & Company
Connecticut
$2.25M -$2.51M -10,644 -53%
AWM
502
Apollon Wealth Management
South Carolina
$2.22M +$571K +2,420 +35%
TCM
503
Teza Capital Management
Illinois
$2.22M +$2.22M +9,395 New
P
504
Pitcairn
Pennsylvania
$2.22M +$37.7K +160 +2%
PCM
505
Prelude Capital Management
New York
$2.21M +$699K +2,965 +46%
Creative Planning
506
Creative Planning
Kansas
$2.2M +$16K +68 +0.7%
PWS
507
Peterson Wealth Services
Utah
$2.15M +$2.15M +9,132 New
FIM
508
Freedom Investment Management
Connecticut
$2.11M -$17K -72 -0.8%
SWM
509
Sugarloaf Wealth Management
Georgia
$2.11M +$178K +754 +9%
CPA
510
Capital Planning Advisors
California
$2.09M +$25.7K +109 +1%
FWCM
511
Ferguson Wellman Capital Management
Oregon
$2.07M – – –
FDS
512
Freedom Day Solutions
Texas
$2.07M +$101K +428 +5%
TU
513
TDAM USA
Ontario, Canada
$2.05M -$51.9K -220 -2%
JSC
514
Jackson Square Capital
California
$2.05M -$31.6K -134 -2%
BBA
515
BLB&B Advisors
Pennsylvania
$2.02M -$525K -2,228 -21%
NA
516
NewEdge Advisors
Louisiana
$1.99M +$732K +3,104 +58%
QT
517
Quantbot Technologies
New York
$1.98M +$1.98M +8,408 New
PFM
518
Parsec Financial Management
North Carolina
$1.98M -$25.5K -108 -1%
SHGA
519
Sand Hill Global Advisors
California
$1.97M – – –
NGA
520
Naples Global Advisors
Florida
$1.97M +$48.1K +204 +2%
VPIM
521
Vanguard Personalized Indexing Management
California
$1.97M +$313K +1,326 +19%
NW
522
NewEdge Wealth
Pennsylvania
$1.97M -$2.59M -10,973 -57%
ARC
523
Advisor Resource Council
Texas
$1.94M +$150K +636 +8%
Impax Asset Management Group
524
Impax Asset Management Group
United Kingdom
$1.93M +$45.5K +193 +2%
OPPTF
525
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.92M +$15.8K +67 +0.8%
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