DG icon

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 %
B
726
Bellecapital
Switzerland
$620K +$207K +1,020 +50%
B
727
Barings
North Carolina
$619K +$386K +1,909 +166%
IAIM
728
International Assets Investment Management
Florida
$619K +$408K +1,991 +194%
BPA
729
Beacon Pointe Advisors
California
$609K +$404K +1,999 +197%
GCMG
730
Gyroscope Capital Management Group
Florida
$607K +$1.82K +9 +0.3%
RCAG
731
Rehmann Capital Advisory Group
Michigan
$605K +$14K +69 +2%
RT
732
Rockland Trust
Massachusetts
$591K -$7.5K -37 -1%
HI
733
Harbour Investments
Wisconsin
$587K +$587K +2,897 New
ETC
734
Exchange Traded Concepts
Oklahoma
$586K +$200K +985 +52%
KA
735
Kintegral Advisory
New York
$576K – – –
RRAM
736
River Road Asset Management
Kentucky
$576K +$576K +2,841 New
MYIA
737
Mount Yale Investment Advisors
Colorado
$574K -$6.68K -33 -1%
PP
738
Patten & Patten
Tennessee
$574K +$203 +1 +0%
HBT
739
Hills Bank & Trust
Iowa
$573K +$337K +1,661 +142%
JWCA
740
J.W. Cole Advisors
Florida
$572K +$178K +879 +45%
SF
741
Synovus Financial
Georgia
$568K -$43.8K -216 -7%
PFG
742
PAX Financial Group
Texas
$563K +$55.3K +273 +11%
HNB
743
Huntington National Bank
Ohio
$562K -$19.4K -96 -3%
LFAS
744
Level Four Advisory Services
Texas
$558K +$94.7K +467 +20%
CAAS
745
Capital Asset Advisory Services
Michigan
$557K -$269K -1,326 -33%
BIM
746
Bridgecreek Investment Management
Oklahoma
$557K -$127K -625 -19%
TPCW
747
TD Private Client Wealth
New York
$555K -$1.72M -8,479 -76%
TW
748
TrinityPoint Wealth
Connecticut
$549K -$45.2K -223 -8%
DT
749
Diversified Trust
Tennessee
$546K +$50.9K +251 +10%
NFG
750
Next Financial Group
Texas
$544K -$61.9K -306 -10%
28 29
30
31 32