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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 %
LWAM
726
Legacy Wealth Asset Management
Minnesota
$356K +$16.2K +104 +5%
TIA
727
Tandem Investment Advisors
South Carolina
$356K -$358K -2,296 -50%
VFA
728
Voya Financial Advisors
Connecticut
$355K +$1.08K +7 +0.3%
CWM
729
Cornerstone Wealth Management
Missouri
$352K +$51.3K +329 +17%
SWP
730
Significant Wealth Partners
Illinois
$352K -$500K -3,203 -59%
CG
731
Cynosure Group
Utah
$351K +$351K +2,251 New
BWM
732
Baron Wealth Management
Michigan
$351K +$31.5K +202 +10%
FWA
733
FSM Wealth Advisors
Ohio
$348K +$348K +2,228 New
Axa
734
Axa
France
$346K +$624 +4 +0.2%
CAM
735
Cidel Asset Management
Ontario, Canada
$346K -$18.1K -116 -5%
CGL
736
Clarius Group LLC
Washington
$342K +$33.6K +215 +11%
WB
737
WesBanco Bank
West Virginia
$340K +$15.9K +102 +5%
GL
738
Graypoint LLC
New York
$340K +$340K +2,175 New
SMC
739
Smith, Moore & Co
Missouri
$339K -$109K -699 -24%
MPM
740
MBB Public Markets
Illinois
$335K +$335K +2,146 New
WAM
741
Weatherly Asset Management
California
$335K – – –
CC
742
Corton Capital
Ontario, Canada
$334K -$427K -2,735 -56%
DILIC
743
Dai-ichi Life Insurance Company
Japan
$330K – – –
RBC
744
Romano Brothers & Co
Illinois
$330K – – –
AWM
745
Avior Wealth Management
Nebraska
$329K +$295K +1,888 +866%
EFA
746
Evernest Financial Advisors
Indiana
$327K -$326K -2,254 -50%
CPA
747
Court Place Advisors
Maryland
$324K -$25K -160 -7%
MW
748
Marcum Wealth
Ohio
$324K +$324K +2,077 New
SS
749
Sunbelt Securities
Texas
$317K -$132K -845 -29%
CBFP
750
Cedar Brook Financial Partners
Ohio
$317K +$317K +2,032 New
28 29
30
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