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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 %
MNBTD
576
Moody National Bank Trust Division
Texas
$1.42M -$2.11K -10 -0.1%
SWM
577
Spire Wealth Management
Virginia
$1.41M +$633K +3,009 +82%
EI
578
Ethic Inc
New York
$1.4M +$522K +2,478 +59%
EF
579
Empirical Finance
Pennsylvania
$1.39M +$68.2K +324 +5%
RIL
580
Rothschild Investment LLC
Illinois
$1.38M -$28.2K -134 -2%
RJT
581
Raymond James Trust
Florida
$1.38M +$317K +1,506 +30%
WTC
582
WhitTier Trust Company
Nevada
$1.38M -$6.74K -32 -0.5%
SWS
583
SYSTM Wealth Solutions
Illinois
$1.38M -$62.5K -297 -4%
WWM
584
Western Wealth Management
Colorado
$1.37M
JIC
585
Joel Isaacson & Co
New York
$1.36M -$631 -3 -0%
TIA
586
Trust Investment Advisors
Indiana
$1.36M -$9.26K -44 -0.7%
LFAS
587
Level Four Advisory Services
Texas
$1.35M -$392K -1,865 -23%
TI
588
Tidal Investments
Wisconsin
$1.34M +$133K +631 +11%
S
589
SignatureFD
Georgia
$1.34M -$120K -569 -8%
DGAM
590
Desjardins Global Asset Management
Quebec, Canada
$1.34M +$84.8K +403 +7%
DI
591
DAGCO Inc
Ohio
$1.33M +$210 +1 +0%
SWM
592
Segment Wealth Management
Texas
$1.33M -$17.9K -85 -1%
IA
593
IFP Advisors
Florida
$1.32M -$112K -1,258 -8%
TMAM
594
Tokio Marine Asset Management
Japan
$1.31M +$118K +559 +10%
CNBT
595
Canandaigua National Bank & Trust
New York
$1.3M +$1.3M +6,193 New
AWM
596
Apollon Wealth Management
South Carolina
$1.3M -$17.7K -84 -1%
HFS
597
Hantz Financial Services
Michigan
$1.28M +$538K +2,557 +72%
MCM
598
Manchester Capital Management
Vermont
$1.27M +$118K +562 +10%
BAM
599
Blueshift Asset Management
New Jersey
$1.27M +$1.27M +6,049 New
GWANC
600
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.27M +$257K +1,223 +25%