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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 %
WSCM
651
Wellington Shields Capital Management
New York
$418K -$106K -1,000 -20%
RAG
652
RIA Advisory Group
Iowa
$415K +$415K +3,926 New
NAS
653
Nicolet Advisory Services
Wisconsin
$413K +$1.93K +18 +0.5%
MA
654
Mutual Advisors
Nebraska
$411K -$38.4K -363 -9%
AB
655
Atlas Brown
Kentucky
$408K -$10.6K -100 -3%
PF
656
Phoenix Financial
Israel
$407K -$305K -2,884 -43%
SWM
657
Spire Wealth Management
Virginia
$407K -$70.2K -664 -15%
FTDI
658
First Trust Direct Indexing
Massachusetts
$401K -$91.6K -866 -19%
PFS
659
Prospera Financial Services
Texas
$397K -$6.14K -58 -2%
Lazard Asset Management
660
Lazard Asset Management
New York
$388K -$15.5M -146,849 -98%
SIMG
661
Sonora Investment Management Group
Arizona
$385K -$32.8K -310 -8%
FLI
662
Family Legacy Inc
South Carolina
$385K +$27.2K +257 +8%
HW
663
Hancock Whitney
Mississippi
$385K -$135K -1,277 -26%
AWM
664
Apollon Wealth Management
South Carolina
$384K -$186K -1,755 -33%
EWA
665
EverSource Wealth Advisors
Alabama
$383K -$4.04M -38,208 -91%
GWANC
666
Guardian Wealth Advisors (North Carolina)
North Carolina
$381K -$334K -3,161 -47%
SIP
667
Stoneridge Investment Partners
Pennsylvania
$380K -$2.05M -19,351 -84%
SS
668
Simplicity Solutions
Minnesota
$376K -$272K -2,572 -42%
BFG
669
Bleakley Financial Group
New Jersey
$376K -$75.8K -716 -17%
JIR
670
James Investment Research
Ohio
$375K -$237K -2,240 -39%
GEA
671
Glen Eagle Advisors
New Jersey
$375K -$614K -5,801 -62%
STA
672
Summit Trail Advisors
New York
$374K +$184K +1,735 +96%
WCA
673
Waypoint Capital Advisors
Minnesota
$374K -$4.87K -46 -1%
BCMLT
674
Beacon Capital Management LLC (Tennessee)
Tennessee
$370K – – –
EAM
675
Erste Asset Management
Austria
$370K +$109K +1,030 +42%
25 26
27
28 29