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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 %
HIS
676
Harvest Investment Services
Illinois
$834K +$153K +755 +22%
CW
677
CreativeOne Wealth
Kansas
$833K +$72.4K +357 +10%
FHB
678
First Hawaiian Bank
Hawaii
$831K -$862K -4,255 -51%
CAM
679
Cresset Asset Management
Illinois
$828K +$219K +1,082 +36%
AIA
680
Avalon Investment & Advisory
Texas
$811K -$811K -4,005 -50%
KPWS
681
Kestra Private Wealth Services
Texas
$809K +$145K +715 +22%
IC
682
IEQ Capital
California
$794K +$794K +3,918 New
Fuller & Thaler Asset Management
683
Fuller & Thaler Asset Management
California
$791K +$263K +1,300 +50%
SMC
684
Smith, Moore & Co
Missouri
$785K +$71.9K +355 +10%
SFFS
685
Stonehage Fleming Financial Services
Jersey
$784K +$784K +3,870 New
LB
686
Legacy Bridge
Iowa
$782K -$10.1K -50 -1%
MC
687
Moors & Cabot
Massachusetts
$778K -$7.91K -39 -1%
William Blair & Company
688
William Blair & Company
Illinois
$776K +$32.4K +160 +4%
FPS
689
Fieldpoint Private Securities
Connecticut
$775K -$481K -2,373 -38%
NIPH
690
NN Investment Partners Holdings
Netherlands
$770K – – –
HB
691
Homrich & Berg
Georgia
$768K -$56.9K -281 -7%
Lido Advisors
692
Lido Advisors
California
$761K -$692K -3,413 -48%
MWM
693
Meridian Wealth Management
Kentucky
$757K +$68.3K +337 +10%
GWM
694
Geneos Wealth Management
Colorado
$739K -$1.29K -6 -0.2%
VPIM
695
Vanguard Personalized Indexing Management
California
$729K -$33.2K -164 -4%
NA
696
NewEdge Advisors
Louisiana
$728K -$59.6K -294 -8%
PTC
697
Private Trust Company
Ohio
$724K -$2.02K -10 -0.3%
HWM
698
Hohimer Wealth Management
Washington
$724K +$724K +3,574 New
QSS
699
Quantitative Systematic Strategies
Florida
$722K +$722K +3,562 New
MIM
700
Meridiem Investment Management
United Kingdom
$719K – – –
26 27
28
29 30