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Dollar General
DG

Overview Fund Activity

1,082 hedge funds and large institutions have $43.8B invested in Dollar General in 2020 Q2 according to their latest regulatory filings, with 198 funds opening new positions, 386 increasing their positions, 375 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,082
Holders Change
+119
Holders Change %
+12.36%
% of All Funds
22.24%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
0.92%
New
198
Increased
386
Reduced
375
Closed
72
Calls
$399M
Puts
$382M
Net Calls
+$17.1M
Net Calls Change
+$48.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.87B
2
Wells Fargo
Wells Fargo
California
$490M
3
A
AustralianSuper
Australia
$164M
4
UBS Group
UBS Group
Switzerland
$228M
5
Prudential Financial
Prudential Financial
New Jersey
$172M

Top Sellers

1
BlackRock
BlackRock
New York
$3.64B
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$222M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$506M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$54.1M
5
Victory Capital Management
Victory Capital Management
Texas
$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
776
WesBanco Bank
West Virginia
$381K -$9.72K -51 -2%
RFM
777
Royal Fund Management
Florida
$381K +$27.7K +146 +8%
TC
778
TradeLink Capital
Illinois
$381K +$381K +2,000 New
OSAM
779
O'Shaughnessy Asset Management
Connecticut
$378K +$322K +1,692 +579%
ONB
780
Old National Bancorp
Indiana
$377K -$75.3K -395 -17%
RC
781
RegentAtlantic Capital
New Jersey
$373K +$373K +1,958 New
VCA
782
Verdence Capital Advisors
Maryland
$372K +$3.24K +17 +0.9%
MCM
783
Monarch Capital Management
Indiana
$369K – – –
MWA
784
Meridian Wealth Advisors
Texas
$369K +$369K +1,938 New
CWM
785
Chesapeake Wealth Management
Virginia
$365K +$365K +1,918 New
RCA
786
Rowland Carmichael Advisors
Arizona
$364K -$111K -585 -23%
Rafferty Asset Management
787
Rafferty Asset Management
New York
$363K +$363K +1,906 New
YMRC
788
Yorktown Management & Research Company
Virginia
$362K – – –
PWMG
789
Prestige Wealth Management Group
New Jersey
$362K +$43.2K +227 +14%
PTC
790
Philadelphia Trust Company
Pennsylvania
$358K – – –
AAP
791
Arax Advisory Partners
Colorado
$357K +$245K +1,288 +220%
MFG
792
Menard Financial Group
Texas
$357K +$357K +1,876 New
IC
793
Inverness Counsel
New York
$355K -$1.53K -8 -0.4%
TCM
794
Tuttle Capital Management
Connecticut
$354K +$354K +1,858 New
NL
795
NWAM LLC
Washington
$348K +$6.1K +32 +2%
BG
796
Bahl & Gaynor
Ohio
$347K – – –
IIA
797
ICW Investment Advisors
Arizona
$347K +$8.75K +46 +3%
MAM
798
Morse Asset Management
Connecticut
$343K +$343K +1,800 New
BDF
799
Balasa Dinverno & Foltz
$342K +$342K +1,793 New
QT
800
Quantamental Technologies
New York
$341K +$74.3K +390 +28%
30 31
32
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