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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 %
AF
701
Allworth Financial
California
$717K +$712K +3,515 +14,646%
CQS
702
Credential Qtrade Securities
$713K +$95.8K +473 +16%
OTPPB
703
Ontario Teachers' Pension Plan Board
Ontario, Canada
$709K -$516K -2,545 -42%
RJT
704
Raymond James Trust
Florida
$709K +$143K +705 +25%
AB
705
Atlas Brown
Kentucky
$695K +$36.7K +181 +6%
Luther King Capital Management (LKCM)
706
Luther King Capital Management (LKCM)
Texas
$695K +$63.4K +313 +10%
GT
707
Glenview Trust
Kentucky
$693K -$8.72K -43 -1%
IFWM
708
Institute for Wealth Management
Colorado
$693K -$6.69K -33 -1%
FF
709
FourThought Financial
Florida
$689K -$39.1K -193 -5%
AIP
710
Ameritas Investment Partners
Nebraska
$688K -$34.2K -169 -5%
Capstone Investment Advisors
711
Capstone Investment Advisors
New York
$684K +$684K +3,375 New
NL
712
Navalign LLC
California
$681K +$681K +3,360 New
MAM
713
Meeder Asset Management
Ohio
$675K +$324K +1,600 +92%
LIG
714
Lokken Investment Group
Delaware
$665K -$125K -617 -16%
AIL
715
AGF Investments LLC
Ontario, Canada
$659K -$96.3K -475 -13%
CCP
716
Corient Capital Partners
California
$652K -$2.23K -11 -0.3%
TCB
717
Texas Capital Bancshares
Texas
$652K +$652K +3,218 New
CI
718
Conning Inc
Connecticut
$644K -$62.8K -310 -9%
HFS
719
Hantz Financial Services
Michigan
$641K -$14.7M -72,531 -96%
HIC
720
Hartline Investment Corp
Illinois
$638K – – –
RC
721
RegentAtlantic Capital
New Jersey
$634K +$166K +818 +35%
EWM
722
Empirical Wealth Management
Washington
$633K -$221K -1,092 -26%
OWA
723
Octavia Wealth Advisors
Ohio
$631K -$12.8K -63 -2%
OSAM
724
O'Shaughnessy Asset Management
Connecticut
$627K -$121K -598 -16%
EH
725
Equitable Holdings
New York
$624K +$109K +538 +21%
27 28
29
30 31