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Dollar General
DG

Overview Fund Activity

1,155 hedge funds and large institutions have $34.2B invested in Dollar General in 2023 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 421 increasing their positions, 481 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,155
Holders Change
-75
Holders Change %
-6.1%
% of All Funds
18.21%
Holding in Top 10
14
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-46.15%
% of All Funds
0.22%
New
126
Increased
421
Reduced
481
Closed
191
Calls
$576M
Puts
$622M
Net Calls
-$46.1M
Net Calls Change
-$143M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.83B
2
Capital International Investors
2
Capital International Investors
California
$2.56B
3
LP
3
Longview Partners
Guernsey
$460M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$874M
5
Holocene Advisors
5
Holocene Advisors
New York
$203M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.14B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$698M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$47.1M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$737K
5
Lazard Asset Management
5
Lazard Asset Management
New York
$25.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
VPI
626
Value Partners Investments
Manitoba, Canada
$848K +$219K +1,289 +35%
WSCM
627
Wellington Shields Capital Management
New York
$840K – – –
RBFC
628
Roman Butler Fullerton & Co
Missouri
$837K +$12.1K +73 +1%
OC
629
Oakworth Capital
Alabama
$836K – – –
HW
630
Hancock Whitney
Mississippi
$834K +$116K +684 +16%
AW
631
Alaethes Wealth
Nevada
$823K +$38.4K +226 +5%
NEI
632
Northwest & Ethical Investments
Ontario, Canada
$819K +$122K +721 +18%
BSA
633
Braun Stacey Associates
New York
$815K -$1.83M -10,800 -69%
BOS
634
Bank of Stockton
California
$815K -$117K -688 -13%
FP
635
Fiduciary Planning
Florida
$814K +$16.3K +96 +2%
ATPW
636
Ashton Thomas Private Wealth
Arizona
$813K -$1.51M -8,868 -65%
SAA
637
Southeast Asset Advisors
Georgia
$805K – – –
CFGS
638
Concourse Financial Group Securities
Alabama
$801K +$675K +3,975 +536%
FHA
639
First Horizon Advisors
Tennessee
$796K -$41.9K -247 -5%
FUBT
640
First United Bank & Trust
Maryland
$794K -$20.4K -120 -3%
ONB
641
Old National Bancorp
Indiana
$793K +$793K +4,671 New
PCM
642
Prelude Capital Management
New York
$793K +$793K +4,670 New
FTDI
643
First Trust Direct Indexing
Massachusetts
$790K -$216K -1,270 -21%
GLR
644
Great Lakes Retirement
Ohio
$782K +$782K +4,604 New
LAM
645
Lifestyle Asset Management
Texas
$780K +$22.9K +135 +3%
AWS
646
Arkfeld Wealth Strategies
Nebraska
$779K +$779K +4,618 New
CFC
647
Coyle Financial Counsel
Illinois
$771K -$1.46M -8,618 -65%
PA
648
Paragon Advisors
Texas
$769K +$769K +4,534 New
ESCM
649
Echo Street Capital Management
New York
$767K +$767K +4,520 New
SWM
650
Spire Wealth Management
Virginia
$765K -$371K -2,184 -33%
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