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Dollar General

1,230 hedge funds and large institutions have $42.5B invested in Dollar General in 2023 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 449 increasing their positions, 480 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,230
Holders Change
-37
Holders Change %
-2.92%
% of All Funds
19.69%
Holding in Top 10
26
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.78%
% of All Funds
0.42%
New
137
Increased
449
Reduced
480
Closed
151
Calls
$569M
Puts
$472M
Net Calls
+$96.9M
Net Calls Change
+$370M
Name Holding Trade Value Shares
Change
Shares
Change %
CP
526
CenterBook Partners
Connecticut
$1.96M +$1.96M +9,302 New
LCM
527
Liberty Capital Management
Michigan
$1.95M -$6.1K -29 -0.3%
BC
528
Burney Company
Virginia
$1.94M -$169K -802 -8%
Bessemer Group
529
Bessemer Group
New Jersey
$1.93M -$143M -681,232 -99%
MGP
530
Metis Global Partners
California
$1.92M +$517K +2,456 +37%
NA
531
NewEdge Advisors
Louisiana
$1.91M -$327K -1,552 -15%
UB
532
UMB Bank
Missouri
$1.9M -$5.35M -25,442 -74%
BMCM
533
Bryn Mawr Capital Management
Pennsylvania
$1.89M -$15.8K -75 -0.8%
FT
534
Fiduciary Trust
Massachusetts
$1.87M +$13.5K +64 +0.7%
MCM
535
Monument Capital Management
Virginia
$1.86M -$132K -626 -7%
FWCM
536
Ferguson Wellman Capital Management
Oregon
$1.85M +$842 +4 +0%
BRWA
537
B. Riley Wealth Advisors
Florida
$1.84M -$339K -1,611 -16%
PFO
538
Pathstone Family Office
New Jersey
$1.83M -$6.99M -33,857 -79%
CBNLCF
539
Cognios Beta Neutral Large Cap Fund
Kansas
$1.83M +$56.7K +271 +3%
PFM
540
Parsec Financial Management
North Carolina
$1.81M +$5.89K +28 +0.3%
IBOK
541
Independence Bank of Kentucky
Kentucky
$1.81M +$991K +4,710 +122%
NGA
542
Naples Global Advisors
Florida
$1.8M
BFEC
543
Benjamin F. Edwards & Company
Missouri
$1.78M -$42.7K -203 -2%
SHGA
544
Sand Hill Global Advisors
California
$1.77M -$18.3K -87 -1%
Vontobel Holding
545
Vontobel Holding
Switzerland
$1.77M -$373K -1,774 -17%
BIA
546
Benchmark Investment Advisors
Illinois
$1.74M -$44.2K -210 -2%
IB
547
Intrust Bank
Kansas
$1.73M -$40.6K -193 -2%
BSW
548
Buckingham Strategic Wealth
Missouri
$1.68M
KRSITF
549
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.67M -$37.9K -180 -2%
BFA
550
Brendel Financial Advisors
New Hampshire
$1.67M +$1.67M +7,920 New