DG icon

Dollar General

1,034 hedge funds and large institutions have $27.9B invested in Dollar General in 2024 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 324 increasing their positions, 462 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,034
Holders Change
-62
Holders Change %
-5.66%
% of All Funds
15.04%
Holding in Top 10
12
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-42.86%
% of All Funds
0.17%
New
97
Increased
324
Reduced
462
Closed
146
Calls
$897M
Puts
$982M
Net Calls
-$84.9M
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Shares
Change %
VA
776
Valmark Advisers
Ohio
$220K +$8.33K +63 +4%
Lido Advisors
777
Lido Advisors
California
$218K -$47K -355 -18%
DWT
778
Dorsey & Whitney Trust
South Dakota
$215K +$215K +1,624 New
WA
779
Wambolt & Associates
Colorado
$212K -$3K -23 -1%
SFS
780
Stiles Financial Services
Minnesota
$211K -$8.07K -61 -4%
SSWM
781
Sheets Smith Wealth Management
North Carolina
$210K
GWANC
782
Guardian Wealth Advisors (North Carolina)
North Carolina
$210K -$25.9K -196 -11%
PWP
783
Phillips Wealth Planners
Mississippi
$209K -$5.1K -40 -2%
NAS
784
Nicolet Advisory Services
Wisconsin
$209K -$17K -133 -8%
CI
785
Conning Inc
Connecticut
$206K +$2.78K +21 +1%
RPCONE
786
Retirement Planning Company of New England
Rhode Island
$206K +$206K +1,557 New
PFG
787
Prosperity Financial Group
California
$204K +$21.6K +163 +12%
CGA
788
Crescent Grove Advisors
Illinois
$203K -$3.7K -28 -2%
UB
789
UMB Bank
Missouri
$202K -$156K -1,177 -43%
PWPS
790
Pinnacle Wealth Planning Services
Ohio
$202K -$8.07K -61 -4%
RA
791
RFG Advisory
Alabama
$200K -$420K -3,177 -68%
CA
792
Clearstead Advisors
Ohio
$198K +$52.8K +399 +36%
CP
793
Castleview Partners
Texas
$196K +$86.1K +651 +78%
CT
794
Colonial Trust
South Carolina
$191K -$1.19K -9 -0.6%
LI
795
LRI Investments
Florida
$189K +$183K +1,385 +3,011%
CSB
796
City State Bank
Iowa
$176K -$4.89K -37 -3%
SIA
797
Sit Investment Associates
Minnesota
$175K -$7.96K -60 -4%
GTAM
798
Global Trust Asset Management
Florida
$171K -$21.8K -165 -11%
DJSG
799
D.J. St. Germain
Massachusetts
$167K
AWM
800
Avior Wealth Management
Nebraska
$167K -$109K -833 -40%