DG icon

Dollar General
DG

Overview Fund Activity

1,224 hedge funds and large institutions have $51.3B invested in Dollar General in 2021 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 430 increasing their positions, 413 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,224
Holders Change
+93
Holders Change %
+8.22%
% of All Funds
18.9%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.39%
New
186
Increased
430
Reduced
413
Closed
71
Calls
$555M
Puts
$666M
Net Calls
-$111M
Net Calls Change
-$68.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$586M
2
Morgan Stanley
Morgan Stanley
New York
+$444M
3
Capital International Investors
Capital International Investors
California
+$203M
4
OAG
Orbis Allan Gray
Bermuda
+$197M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$178M

Top Sellers

1
A
AustralianSuper
Australia
-$143M
2
BI
BlueSpruce Investments
Illinois
-$91.5M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$76.1M
4
SIG
Senator Investment Group
New York
-$74.2M
5
Renaissance Technologies
Renaissance Technologies
New York
-$69.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Luther King Capital Management (LKCM)
701
Luther King Capital Management (LKCM)
Texas
$778K +$18.6K +79 +2%
AIA
702
Avalon Investment & Advisory
Texas
$771K -$124K -525 -14%
OPWM
703
Oxinas Partners Wealth Management
Indiana
$771K +$165K +701 +27%
MWC
704
MBM Wealth Consultants
Missouri
$770K +$99.5K +422 +15%
VPI
705
Value Partners Investments
Manitoba, Canada
$767K +$226K +962 +42%
SWP
706
Strategic Wealth Partners
Ohio
$766K -$107K -452 -12%
TCB
707
Texas Capital Bancshares
Texas
$761K – – –
IWC
708
Integrated Wealth Concepts
Massachusetts
$758K -$28.6K -121 -4%
LIG
709
Lokken Investment Group
Delaware
$740K – – –
PP
710
Patten & Patten
Tennessee
$734K – – –
SS
711
Simplicity Solutions
Minnesota
$728K +$113K +479 +18%
XSC
712
X-Square Capital
Puerto Rico
$726K -$47.9K -203 -6%
ARMT
713
Amica Retiree Medical Trust
Rhode Island
$725K -$81.2K -344 -10%
AIP
714
Ameritas Investment Partners
Nebraska
$721K -$39.6K -168 -5%
NO
715
Ninety One
South Africa
$720K -$64.6K -274 -8%
FB
716
Fulton Bank
Pennsylvania
$720K +$107K +454 +17%
ESCM
717
Echo Street Capital Management
New York
$716K +$716K +3,036 New
JFGIW
718
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$710K -$29K -123 -4%
WA
719
Wealth Alliance
New York
$710K -$13.5K -57 -2%
CAG
720
Csenge Advisory Group
Florida
$709K -$90.6K -416 -11%
AAP
721
Arax Advisory Partners
Colorado
$701K +$197K +834 +39%
OWA
722
Octavia Wealth Advisors
Ohio
$698K -$27.4K -116 -4%
BC
723
Bridgefront Capital
Texas
$691K +$691K +2,932 New
PFG
724
PAX Financial Group
Texas
$690K -$1.89K -8 -0.3%
LB
725
Legacy Bridge
Iowa
$689K -$156K -660 -18%
27 28
29
30 31