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Dollar General
DG

Overview Fund Activity

1,103 hedge funds and large institutions have $28B invested in Dollar General in 2023 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 330 increasing their positions, 447 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,103
Holders Change
+74
Holders Change %
+7.19%
% of All Funds
16.17%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.23%
New
215
Increased
330
Reduced
447
Closed
131
Calls
$1.12B
Puts
$1.11B
Net Calls
+$9.73M
Net Calls Change
+$166M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.53B
2
Morgan Stanley
Morgan Stanley
New York
+$681M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$457M
4
Capital International Investors
Capital International Investors
California
+$309M
5
Holocene Advisors
Holocene Advisors
New York
+$257M

Top Sellers

1
Voloridge Investment Management
Voloridge Investment Management
Florida
-$188M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$171M
3
Renaissance Technologies
Renaissance Technologies
New York
-$154M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$140M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
651
Patten & Patten
Tennessee
$503K +$64.4K +474 +15%
WA
652
Waverly Advisors
Alabama
$501K +$80.3K +591 +19%
CNBT
653
Canandaigua National Bank & Trust
New York
$500K -$857K -6,304 -63%
SWM
654
Spire Wealth Management
Virginia
$498K -$10K -76 -2%
RGF
655
Retirement Guys Formula
Ohio
$488K +$52.5K +386 +12%
AIM
656
Acropolis Investment Management
Missouri
$486K -$112K -824 -19%
IIA
657
ICW Investment Advisors
Arizona
$485K +$14K +103 +3%
OC
658
Oppenheimer & Co
New York
$485K +$25K +184 +5%
CAMG
659
CWA Asset Management Group
Florida
$484K -$273K -2,006 -36%
SC
660
Savant Capital
Illinois
$481K +$481K +3,540 New
NL
661
Navalign LLC
California
$481K -$89.9K -661 -16%
SYBT
662
Stock Yards Bank & Trust
Kentucky
$481K -$70.3K -517 -13%
WCA
663
Waypoint Capital Advisors
Minnesota
$481K – – –
GCP
664
GSA Capital Partners
United Kingdom
$478K -$3.24M -23,875 -87%
RC
665
Roundview Capital
New Jersey
$475K +$475K +3,494 New
SW
666
SVB Wealth
Massachusetts
$462K +$170K +1,247 +58%
AWM
667
Axxcess Wealth Management
California
$462K +$67.2K +494 +17%
AAS
668
Ameritas Advisory Services
Nebraska
$460K +$58.9K +433 +15%
MNBTD
669
Moody National Bank Trust Division
Texas
$458K -$678K -4,987 -60%
MIM
670
Meridiem Investment Management
United Kingdom
$455K – – –
Qube Research & Technologies (QRT)
671
Qube Research & Technologies (QRT)
United Kingdom
$454K -$61.1M -449,761 -99%
BMCM
672
Bryn Mawr Capital Management
Pennsylvania
$452K -$755K -5,554 -63%
BFG
673
Bleakley Financial Group
New Jersey
$447K -$36.6K -269 -8%
MIP
674
Mondrian Investment Partners
United Kingdom
$446K +$446K +3,284 New
SS
675
Simplicity Solutions
Minnesota
$443K -$40.1K -295 -8%
25 26
27
28 29