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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 %
OPWM
751
Oxinas Partners Wealth Management
Indiana
$541K – – –
EF
752
Empirical Finance
Pennsylvania
$540K – – –
MFGM
753
Marshall Financial Group (Maryland)
Maryland
$539K +$539K +2,662 New
II
754
Inspire Investing
Idaho
$535K +$95.2K +470 +22%
BAM
755
Belpointe Asset Management
Nevada
$534K -$102K -506 -16%
CAG
756
Csenge Advisory Group
Florida
$534K -$101K -491 -16%
SS
757
Sunbelt Securities
Texas
$533K -$22.1K -109 -4%
MWC
758
MBM Wealth Consultants
Missouri
$530K +$46K +227 +9%
WAM
759
Weatherly Asset Management
California
$529K – – –
CB
760
Community Bank
New York
$525K +$33.4K +165 +7%
FC
761
Fulcrum Capital
Washington
$523K -$120K -590 -19%
TCM
762
Twin Capital Management
Pennsylvania
$520K -$56.8K -280 -10%
RB
763
Renasant Bank
Mississippi
$520K – – –
CGL
764
Clarius Group LLC
Washington
$520K +$79.7K +393 +18%
FEG
765
Financial Enhancement Group
Indiana
$519K -$28K -138 -5%
LFF
766
Level Four Financial
Texas
$518K -$64.5K -318 -11%
PAI
767
Pittenger & Anderson Inc
Nebraska
$518K +$18.2K +90 +4%
OQS
768
Occudo Quantitative Strategies
Florida
$518K +$518K +2,556 New
ECA
769
Elevated Capital Advisors
Utah
$511K +$139K +639 +38%
FNBT
770
FineMark National Bank & Trust
Florida
$509K -$7.7K -38 -1%
SIM
771
Sentry Investment Management
Wisconsin
$508K -$2.42M -11,972 -83%
FSA
772
Franklin Street Advisors
North Carolina
$507K -$11.1M -54,539 -96%
GTAM
773
Global Trust Asset Management
Florida
$506K -$10.1K -50 -2%
HIA
774
Harbor Investment Advisory
Maryland
$500K +$48.3K +238 +11%
CRCM
775
Corbett Road Capital Management
Virginia
$497K -$56.1K -277 -10%
29 30
31
32 33