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Dollar General
DG

Overview Fund Activity

1,163 hedge funds and large institutions have $43.5B invested in Dollar General in 2021 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 464 increasing their positions, 427 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,163
Holders Change
-24
Holders Change %
-2.02%
% of All Funds
20.48%
Holding in Top 10
29
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20.83%
% of All Funds
0.51%
New
140
Increased
464
Reduced
427
Closed
153
Calls
$555M
Puts
$480M
Net Calls
+$75M
Net Calls Change
+$108M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.03B
2
Capital World Investors
Capital World Investors
California
+$370M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$222M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$176M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$163M

Top Sellers

1
Polen Capital Management
Polen Capital Management
Florida
-$1.22B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.08B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$509M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$227M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
601
SRN Advisors
Pennsylvania
$1.29M -$217K -1,072 -14%
JIC
602
Joel Isaacson & Co
New York
$1.27M – – –
MIM
603
Marco Investment Management
Georgia
$1.26M +$20.3K +100 +2%
JIR
604
James Investment Research
Ohio
$1.26M -$207K -1,023 -14%
BRG
605
Bay Rivers Group
Virginia
$1.25M +$62.2K +307 +5%
BWM
606
BerganKDV Wealth Management
Minnesota
$1.24M +$1.24M +6,117 +33,983%
RBFC
607
Roman Butler Fullerton & Co
Missouri
$1.21M -$1.51K -7 -0.1%
IAA
608
Independent Advisor Alliance
North Carolina
$1.21M -$828K -4,085 -41%
HH
609
Hilltop Holdings
Texas
$1.2M +$24.1K +119 +2%
TNBTD
610
Trustmark National Bank Trust Department
Mississippi
$1.2M -$527K -2,601 -31%
CFB
611
Cullen/Frost Bankers
Texas
$1.2M +$790K +3,897 +194%
PA
612
Profund Advisors
Maryland
$1.19M -$176K -870 -13%
SIM
613
Sonora Investment Management
Arizona
$1.19M +$258K +1,273 +28%
PVH
614
Psagot Value Holdings
Israel
$1.18M +$364K +1,797 +45%
LCM
615
Liberty Capital Management
Michigan
$1.18M +$163K +805 +16%
ARMT
616
Amica Retiree Medical Trust
Rhode Island
$1.16M – – –
PAS
617
Park Avenue Securities
New York
$1.15M -$70.5K -348 -6%
AWM
618
Apollon Wealth Management
South Carolina
$1.14M +$1.14M +5,638 New
Rafferty Asset Management
619
Rafferty Asset Management
New York
$1.14M +$703K +3,469 +160%
MMG
620
Monetary Management Group
Missouri
$1.13M +$427K +2,105 +61%
CPO
621
Cerity Partners OCIO
New York
$1.12M +$405 +2 +0%
SGA
622
Strategic Global Advisors
California
$1.11M -$3M -14,795 -73%
DCM
623
Davidson Capital Management
Texas
$1.11M +$304K +1,502 +38%
Kovitz Investment Group Partners
624
Kovitz Investment Group Partners
Illinois
$1.11M +$1.11M +5,482 New
BPCA
625
Bank Pictet & Cie (Asia)
Singapore
$1.11M – – –
23 24
25
26 27