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Dollar General
DG

Overview Fund Activity

1,096 hedge funds and large institutions have $31.5B invested in Dollar General in 2024 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 426 increasing their positions, 407 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
-7
Holders Change %
-0.63%
% of All Funds
15.89%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.3%
New
119
Increased
426
Reduced
407
Closed
117
Calls
$1.22B
Puts
$1.17B
Net Calls
+$42.4M
Net Calls Change
+$32.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$330M
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$321M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$317M
4
Pzena Investment Management
Pzena Investment Management
New York
+$302M
5
Bank of America
Bank of America
North Carolina
+$94.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$727M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$277M
3
Holocene Advisors
Holocene Advisors
New York
-$257M
4
BlackRock
BlackRock
New York
-$170M
5
Capital World Investors
Capital World Investors
California
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
676
CreativeOne Wealth
Kansas
$452K +$69.3K +444 +18%
SWS
677
SYSTM Wealth Solutions
Illinois
$449K +$161K +1,031 +56%
II
678
Inspire Investing
Idaho
$444K -$64.9K -416 -13%
OWA
679
Octavia Wealth Advisors
Ohio
$436K -$4.06K -26 -0.9%
MCM
680
Mattern Capital Management
Colorado
$435K +$435K +2,788 New
SWM
681
Spire Wealth Management
Virginia
$431K -$157K -1,007 -27%
FSA
682
Franklin Street Advisors
North Carolina
$427K -$32K -205 -7%
MMPW
683
Mitchell McLeod Pugh & Williams
Alabama
$426K -$8.43K -54 -2%
UB
684
UMB Bank
Missouri
$422K -$10.1K -65 -2%
SC
685
Summa Corp
Texas
$421K – – –
SP
686
Symmetry Partners
Connecticut
$419K -$231K -1,481 -36%
BIA
687
Benchmark Investment Advisors
Illinois
$417K -$228K -1,463 -35%
FEG
688
Financial Enhancement Group
Indiana
$417K -$463K -3,134 -53%
NWMG
689
National Wealth Management Group
Ohio
$416K +$416K +2,664 New
TSS
690
Two Sigma Securities
New York
$415K -$4.53K -29 -1%
AAM
691
Advisors Asset Management
Colorado
$412K -$282K -1,810 -41%
LOAMU
692
Lombard Odier Asset Management (USA)
New York
$408K -$344K -2,205 -46%
IFWM
693
Institute for Wealth Management
Colorado
$407K -$3.9K -25 -0.9%
RMC
694
Resources Management Corp
Connecticut
$407K -$486K -3,119 -54%
CLOS
695
Compagnie Lombard Odier SCmA
Switzerland
$406K -$324K -2,075 -44%
SW
696
SVB Wealth
Massachusetts
$404K -$126K -808 -24%
MCM
697
Monarch Capital Management
Indiana
$402K – – –
FNBSF
698
First National Bank Sioux Falls
South Dakota
$400K +$312 +2 +0.1%
SC
699
Syon Capital
California
$400K -$373K -2,390 -48%
PA
700
Profund Advisors
Maryland
$399K -$71.9K -461 -15%
26 27
28
29 30