DG icon

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 %
NAM
651
NorthCoast Asset Management
Connecticut
$948K +$13.2K +65 +1%
OC
652
Oakworth Capital
Alabama
$938K +$42.5K +210 +5%
VC
653
Veracity Capital
Georgia
$930K -$1.26M -6,220 -58%
HAG
654
HighPoint Advisor Group
Illinois
$926K +$69.2K +335 +8%
WA
655
Wambolt & Associates
Colorado
$924K +$42.1K +208 +5%
NO
656
Ninety One
South Africa
$909K – – –
CAM
657
Cypress Asset Management
Texas
$904K -$8.11K -40 -0.9%
UIA
658
UBP Investment Advisors
Switzerland
$900K +$684K +3,385 +318%
CA
659
Cetera Advisors
Colorado
$898K +$414K +2,041 +85%
IA
660
IFG Advisory
Georgia
$897K -$10.5K -52 -1%
MCC
661
Malaga Cove Capital
California
$896K +$437K +2,147 +95%
LNWWM
662
Laird Norton Wetherby Wealth Management
California
$893K -$190K -937 -18%
OPW
663
Oxler Private Wealth
New York
$884K +$611K +3,014 +223%
ANRIA
664
American National Registered Investment Advisor
Texas
$880K -$608 -3 -0.1%
VFA
665
Voya Financial Advisors
Connecticut
$880K +$186K +919 +27%
FFA
666
Founders Financial Alliance
North Carolina
$874K +$49.5K +229 +6%
CPA
667
Court Place Advisors
Maryland
$874K +$96.2K +475 +12%
VAS
668
Vestmark Advisory Solutions
Massachusetts
$871K -$166K -818 -16%
MFG
669
Merit Financial Group
Georgia
$871K +$52.3K +258 +6%
S
670
SignatureFD
Georgia
$868K +$163K +804 +23%
Jones Financial Companies
671
Jones Financial Companies
Missouri
$863K +$51.4K +254 +6%
PSP
672
Principal Street Partners
Tennessee
$858K +$858K +4,236 New
WANY
673
Wealthspire Advisors (New York)
New York
$843K -$1.6M -7,890 -65%
RFM
674
Royal Fund Management
Florida
$843K +$248K +1,225 +42%
JFGIW
675
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$840K +$23.1K +114 +3%
25 26
27
28 29