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Dollar General
DG

Overview Fund Activity

1,155 hedge funds and large institutions have $34.2B invested in Dollar General in 2023 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 421 increasing their positions, 481 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,155
Holders Change
-75
Holders Change %
-6.1%
% of All Funds
18.21%
Holding in Top 10
14
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-46.15%
% of All Funds
0.22%
New
126
Increased
421
Reduced
481
Closed
191
Calls
$576M
Puts
$622M
Net Calls
-$46.1M
Net Calls Change
-$143M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.83B
2
Capital International Investors
2
Capital International Investors
California
$2.56B
3
LP
3
Longview Partners
Guernsey
$460M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$874M
5
Holocene Advisors
5
Holocene Advisors
New York
$203M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.14B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$698M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$47.1M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$737K
5
Lazard Asset Management
5
Lazard Asset Management
New York
$25.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHGA
526
Sand Hill Global Advisors
California
$1.43M – – –
AWS
527
Atria Wealth Solutions
New York
$1.43M -$359K -2,117 -20%
CPA
528
Capital Planning Advisors
California
$1.43M -$665K -3,917 -32%
BIA
529
Benchmark Investment Advisors
Illinois
$1.41M +$3.23K +19 +0.2%
PGCM
530
Prescott Group Capital Management
Oklahoma
$1.41M +$679K +4,000 +93%
AWA
531
Aaron Wealth Advisors
Illinois
$1.4M +$1.4M +8,240 New
OSAM
532
O'Shaughnessy Asset Management
Connecticut
$1.35M -$2.26M -13,305 -63%
CNBTD
533
Citizens National Bank Trust Department
Mississippi
$1.34M +$44K +259 +3%
KRSITF
534
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.34M -$15.3K -90 -1%
ACG
535
Allen Capital Group
Nebraska
$1.33M +$369K +2,172 +38%
KWMG
536
King Wealth Management Group
Florida
$1.32M +$12.4K +73 +0.9%
PVI
537
Pine Valley Investments
New Jersey
$1.31M +$130K +768 +11%
WCA
538
Westover Capital Advisors
Delaware
$1.31M -$20.4K -120 -2%
CBNLCF
539
Cognios Beta Neutral Large Cap Fund
Kansas
$1.31M -$176K -1,036 -12%
GC
540
Guardian Capital
Ontario, Canada
$1.31M +$981K +5,778 +303%
RJT
541
Raymond James Trust
Florida
$1.3M +$189K +1,113 +17%
Walleye Capital
542
Walleye Capital
New York
$1.3M +$1.3M +7,644 New
IWC
543
Integrated Wealth Concepts
Massachusetts
$1.28M +$726K +4,277 +132%
Verition Fund Management
544
Verition Fund Management
Connecticut
$1.27M -$1.52M -8,943 -54%
DAS
545
Dynamic Advisor Solutions
Arizona
$1.26M +$369K +2,175 +41%
CAM
546
Congress Asset Management
Massachusetts
$1.26M -$9.96M -58,638 -89%
UB
547
UMB Bank
Missouri
$1.25M -$276K -1,626 -18%
EF
548
Empirical Finance
Pennsylvania
$1.24M +$125K +734 +11%
VAG
549
VisionPoint Advisory Group
Texas
$1.24M +$996K +5,866 +413%
BWM
550
BerganKDV Wealth Management
Minnesota
$1.23M -$84K -495 -6%
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