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Dollar General
DG

Overview Fund Activity

1,029 hedge funds and large institutions have $20.8B invested in Dollar General in 2023 Q3 according to their latest regulatory filings, with 141 funds opening new positions, 379 increasing their positions, 405 reducing their positions, and 254 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,029
Holders Change
-126
Holders Change %
-10.91%
% of All Funds
16.41%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
141
Increased
379
Reduced
405
Closed
254
Calls
$783M
Puts
$940M
Net Calls
-$157M
Net Calls Change
-$111M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.3B
2
Capital World Investors
Capital World Investors
California
$1.37B
3
Capital International Investors
Capital International Investors
California
$1.74B
4
Renaissance Technologies
Renaissance Technologies
New York
$154M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$152M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$134M
2
SGA
Sustainable Growth Advisers
Connecticut
$0
3
VNIM
Vaughan Nelson Investment Management
Texas
$0
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$47.3M
5
Holocene Advisors
Holocene Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BRCM
601
Bright Rock Capital Management
Massachusetts
$529K – – –
ZF
602
Zhang Financial
Michigan
$529K – – –
VIM
603
Vista Investment Management
Pennsylvania
$529K -$71.1K -672 -12%
ESCM
604
Echo Street Capital Management
New York
$523K +$44.8K +423 +9%
MFG
605
Midwest Financial Group
Kansas
$520K +$171K +1,618 +49%
B
606
Bellecapital
Switzerland
$520K +$48.9K +462 +10%
XSC
607
X-Square Capital
Puerto Rico
$518K – – –
AIM
608
Aigen Investment Management
New York
$518K -$985K -9,306 -66%
CCA
609
Cravens & Co Advisors
Tennessee
$516K +$516K +4,874 New
TCBWMS
610
Texas Capital Bank Wealth Management Services
Texas
$513K -$105K -7,106 -17%
KWA
611
Kingswood Wealth Advisors
California
$513K +$513K +4,851 New
LCC
612
Lincoln Capital Corp
Rhode Island
$510K -$619K -5,850 -55%
OC
613
Oakworth Capital
Alabama
$510K -$11.4K -108 -2%
GLR
614
Great Lakes Retirement
Ohio
$509K +$22.2K +210 +5%
CC
615
Corton Capital
Ontario, Canada
$508K +$508K +4,802 New
PCIA
616
Prime Capital Investment Advisors
Kansas
$508K -$2.53M -23,908 -83%
ONB
617
Old National Bancorp
Indiana
$507K +$12.5K +118 +3%
SAA
618
Southeast Asset Advisors
Georgia
$502K – – –
LOAMU
619
Lombard Odier Asset Management (USA)
New York
$499K +$235K +2,220 +89%
DFG
620
Demars Financial Group
Washington
$493K +$493K +4,658 New
TCM
621
Triumph Capital Management
Colorado
$490K +$490K +4,631 New
HA
622
Herold Advisors
New York
$490K +$490K +4,628 New
VC
623
Veracity Capital
Georgia
$483K +$78.1K +738 +19%
HWM
624
HB Wealth Management
Georgia
$474K -$115K -1,089 -20%
RP
625
Riverwater Partners
Wisconsin
$472K +$47.5K +449 +11%
23 24
25
26 27