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

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.14B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$698M
3
AllianceBernstein
AllianceBernstein
Tennessee
$47.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$737K
5
Lazard Asset Management
Lazard Asset Management
New York
$25.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAL
676
Delta Accumulation LLC
California
$679K +$679K +4,000 New
EFMC
677
Empire Financial Management Company
New York
$671K +$159K +937 +31%
LNWWM
678
Laird Norton Wetherby Wealth Management
California
$671K -$167K -982 -20%
AB
679
Atlas Brown
Kentucky
$671K +$18.2K +107 +3%
SIMG
680
Sonora Investment Management Group
Arizona
$670K +$3.4K +20 +0.5%
TCB
681
Texas Capital Bancshares
Texas
$667K – – –
PAI
682
Pittenger & Anderson Inc
Nebraska
$657K -$6.75M -39,774 -91%
PFG
683
PAX Financial Group
Texas
$656K +$117K +688 +22%
SPIA
684
Steward Partners Investment Advisory
New York
$654K -$1.15M -6,745 -64%
VC
685
Veracity Capital
Georgia
$650K +$373K +2,195 +134%
NAS
686
Nicolet Advisory Services
Wisconsin
$648K +$83K +492 +15%
BPA
687
Beacon Pointe Advisors
California
$648K -$273K -1,609 -30%
PFS
688
Prospera Financial Services
Texas
$646K +$161K +949 +33%
HAIM
689
Hunter Associates Investment Management
Pennsylvania
$642K +$363K +2,130 +130%
CB
690
Community Bank
New York
$642K +$188K +1,110 +42%
I
691
InceptionR
California
$626K +$626K +3,689 New
VIA
692
Vident Investment Advisory
Georgia
$622K -$152K -896 -20%
WC
693
Waterloo Capital
Texas
$621K +$28.9K +170 +5%
GT
694
Glenview Trust
Kentucky
$618K +$67.4K +397 +12%
AF
695
Aldebaran Financial
$617K -$39.9K -235 -6%
PAA
696
Peregrine Asset Advisers
Oregon
$612K +$612K +3,606 New
CAM
697
Cypress Asset Management
Texas
$610K – – –
FSA
698
Franklin Street Advisors
North Carolina
$608K -$10.3M -60,637 -94%
WCA
699
Waypoint Capital Advisors
Minnesota
$608K +$1.02K +6 +0.2%
CAM
700
Cidel Asset Management
Ontario, Canada
$607K -$14.5M -85,647 -96%
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