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Dollar General
DG

Overview Fund Activity

1,096 hedge funds and large institutions have $31.5B invested in Dollar General in 2024 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 426 increasing their positions, 407 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
-7
Holders Change %
-0.63%
% of All Funds
15.89%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.3%
New
119
Increased
426
Reduced
407
Closed
117
Calls
$1.22B
Puts
$1.17B
Net Calls
+$42.4M
Net Calls Change
+$32.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$330M
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$321M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$317M
4
Pzena Investment Management
Pzena Investment Management
New York
+$302M
5
Bank of America
Bank of America
North Carolina
+$94.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$727M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$277M
3
Holocene Advisors
Holocene Advisors
New York
-$257M
4
BlackRock
BlackRock
New York
-$170M
5
Capital World Investors
Capital World Investors
California
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
601
Acropolis Investment Management
Missouri
$674K +$114K +733 +20%
KIA
602
Knollwood Investment Advisory
Maryland
$673K – – –
MFG
603
MidWestOne Financial Group
Iowa
$664K +$3.43K +22 +0.5%
KAS
604
KPP Advisory Services
Kentucky
$664K +$165K +1,056 +33%
ICM
605
Intrepid Capital Management
Florida
$661K -$199K -1,277 -23%
BSW
606
Buckingham Strategic Wealth
Missouri
$660K -$76.3K -489 -10%
Vontobel Holding
607
Vontobel Holding
Switzerland
$659K -$89.1K -571 -12%
RGC
608
Roberts, Glore & Co
Illinois
$658K -$10.1K -65 -2%
DAS
609
Dynamic Advisor Solutions
Arizona
$655K +$296K +1,894 +82%
LFAS
610
Level Four Advisory Services
Texas
$649K – – –
VFA
611
Valeo Financial Advisors
Indiana
$646K +$105K +734 +19%
VA
612
Vident Advisory
Georgia
$639K -$5.31K -34 -0.8%
STA
613
Summit Trail Advisors
New York
$633K +$205K +1,312 +48%
MAM
614
Meeder Asset Management
Ohio
$633K +$633K +4,053 New
FNT
615
First National Trust
Pennsylvania
$631K -$473K -3,033 -43%
BFA
616
Benedict Financial Advisors
Georgia
$630K -$3.75K -24 -0.6%
LCWP
617
Legacy Capital Wealth Partners
Arkansas
$630K -$1.09M -4,995 -63%
IAA
618
Independent Advisor Alliance
North Carolina
$620K -$88.3K -566 -12%
FCM
619
Fairbanks Capital Management
California
$618K -$493K -3,162 -44%
CB
620
Community Bank
New York
$614K -$14K -90 -2%
PCS
621
Personal CFO Solutions
New Jersey
$610K +$223K +1,431 +58%
SLI
622
Sumitomo Life Insurance
Japan
$602K -$33.7K -216 -5%
TFS
623
Thoroughbred Financial Services
Tennessee
$597K -$166K -1,064 -22%
FFG
624
Frisch Financial Group
New York
$593K +$1.56K +10 +0.3%
CICI
625
Capital Investment Counsel Inc
North Carolina
$592K -$1.25K -8 -0.2%
23 24
25
26 27