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Dollar General

1,230 hedge funds and large institutions have $42.5B invested in Dollar General in 2023 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 449 increasing their positions, 480 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,230
Holders Change
-37
Holders Change %
-2.92%
% of All Funds
19.69%
Holding in Top 10
26
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.78%
% of All Funds
0.42%
New
137
Increased
449
Reduced
480
Closed
151
Calls
$569M
Puts
$472M
Net Calls
+$96.9M
Net Calls Change
+$370M
Name Holding Trade Value Shares
Change
Shares
Change %
LCWP
701
Legacy Capital Wealth Partners
Arkansas
$770K +$770K +3,661 New
CPA
702
Court Place Advisors
Maryland
$764K +$52.6K +250 +7%
CT
703
Chicago Trust
Illinois
$761K -$139K -659 -15%
SF
704
Summit Financial
New Jersey
$759K +$32.8K +156 +5%
CAM
705
Cypress Asset Management
Texas
$756K -$7.37K -35 -1%
WCA
706
Waypoint Capital Advisors
Minnesota
$752K -$1.68K -8 -0.2%
HWM
707
Hohimer Wealth Management
Washington
$745K +$19.6K +93 +3%
WC
708
Waterloo Capital
Texas
$734K +$734K +3,487 New
MMPW
709
Mitchell McLeod Pugh & Williams
Alabama
$734K -$1.26K -6 -0.2%
CAAS
710
Capital Asset Advisory Services
Michigan
$730K -$16.4K -78 -2%
AAP
711
Arax Advisory Partners
Colorado
$718K +$145K +689 +25%
GITFIT
712
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$716K +$189K +900 +36%
HT
713
HighTower Trust
Texas
$714K +$6.48K +30 +0.9%
AG
714
AIA Group
Hong Kong
$714K -$109K -517 -13%
FB
715
Fulton Bank
Pennsylvania
$713K +$20.4K +97 +3%
Luther King Capital Management (LKCM)
716
Luther King Capital Management (LKCM)
Texas
$712K -$80.6K -383 -10%
NAS
717
Nicolet Advisory Services
Wisconsin
$712K +$399K +1,877 +127%
Los Angeles Capital Management
718
Los Angeles Capital Management
California
$708K -$4.91M -23,323 -87%
MIM
719
Meridiem Investment Management
United Kingdom
$704K -$42.1K -200 -6%
BTWM
720
Baker Tilly Wealth Management
Wisconsin
$704K +$122K +580 +21%
VIM
721
Vista Investment Management
Pennsylvania
$703K +$227K +1,077 +48%
WQ
722
Wealth Quarterback
New Jersey
$694K +$57.7K +274 +9%
FLI
723
Family Legacy Inc
South Carolina
$694K +$48.2K +229 +7%
MAS
724
Meeder Advisory Services
Ohio
$693K -$81.5K -387 -11%
IWC
725
Integrated Wealth Concepts
Massachusetts
$683K +$13K +62 +2%