DG icon

Dollar General

1,034 hedge funds and large institutions have $27.9B invested in Dollar General in 2024 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 324 increasing their positions, 462 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,034
Holders Change
-62
Holders Change %
-5.66%
% of All Funds
15.04%
Holding in Top 10
12
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-42.86%
% of All Funds
0.17%
New
97
Increased
324
Reduced
462
Closed
146
Calls
$897M
Puts
$982M
Net Calls
-$84.9M
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
601
Segment Wealth Management
Texas
$539K -$98K -741 -15%
FCM
602
Fairbanks Capital Management
California
$534K +$10.2K +77 +2%
JCM
603
Jacobi Capital Management
Pennsylvania
$531K -$181K -1,372 -25%
P
604
&Partners
Tennessee
$525K +$525K +3,968 New
MA
605
MJP Associates
Connecticut
$523K +$128K +970 +32%
ACA
606
Aptus Capital Advisors
Alabama
$517K +$18.2K +138 +4%
PP
607
Patten & Patten
Tennessee
$513K +$32K +242 +7%
BFA
608
Benedict Financial Advisors
Georgia
$512K -$22K -166 -4%
BSW
609
Buckingham Strategic Wealth
Missouri
$511K -$48.4K -366 -9%
HOWA
610
Heritage Oak Wealth Advisors
Florida
$508K +$508K +3,843 New
MIP
611
Mondrian Investment Partners
United Kingdom
$506K +$111K +919 +28%
MCM
612
Mattern Capital Management
Colorado
$504K +$135K +1,023 +37%
CICI
613
Capital Investment Counsel Inc
North Carolina
$501K
PS
614
Principal Securities
Iowa
$489K -$442K -3,342 -47%
FFG
615
Frisch Financial Group
New York
$487K -$14.7K -111 -3%
IIA
616
ICW Investment Advisors
Arizona
$484K -$13.4K -101 -3%
NFG
617
Nations Financial Group
Iowa
$483K -$889K -6,721 -65%
MC
618
Machina Capital
France
$481K +$481K +3,635 New
RA
619
Ruggaard & Associates
Ohio
$480K -$10.4K -79 -2%
WCA
620
Waypoint Capital Advisors
Minnesota
$475K +$7.8K +59 +2%
TWM
621
Thrive Wealth Management
Pennsylvania
$469K -$15.9K -120 -3%
AWM
622
AE Wealth Management
Kansas
$465K +$162K +1,226 +53%
RC
623
Roundview Capital
New Jersey
$464K
GI
624
GAMMA Investing
California
$464K +$71.7K +542 +18%
RIL
625
Rothschild Investment LLC
Illinois
$461K -$466K -3,523 -50%