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Dollar General
DG

Overview Fund Activity

963 hedge funds and large institutions have $35.8B invested in Dollar General in 2020 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 347 increasing their positions, 395 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
963
Holders Change
-14
Holders Change %
-1.43%
% of All Funds
21.27%
Holding in Top 10
47
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+123.81%
% of All Funds
1.04%
New
115
Increased
347
Reduced
395
Closed
114
Calls
$219M
Puts
$250M
Net Calls
-$31.5M
Net Calls Change
+$72.7M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.67B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$254M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$200M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$144M
5
Holocene Advisors
5
Holocene Advisors
New York
$175M

Top Sellers

1
BlackRock
1
BlackRock
New York
$3.42B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.49B
3
OAG
3
Orbis Allan Gray
Bermuda
$3.44M
4
Polen Capital Management
4
Polen Capital Management
Florida
$772M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.21B
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
801
SeaBridge Investment Advisors
New Jersey
$159K – – –
TWA
802
TCI Wealth Advisors
Arizona
$157K -$61.4K -407 -28%
Carson Wealth (CWM LLC)
803
Carson Wealth (CWM LLC)
Nebraska
$154K – – –
PCIA
804
Prime Capital Investment Advisors
Kansas
$152K -$50.4K -334 -25%
FFC
805
First Financial Corp
Indiana
$147K -$20.1K -133 -12%
OIA
806
Optimum Investment Advisors
Illinois
$128K -$50.9K -338 -28%
BCA
807
Berman Capital Advisors
Georgia
$128K +$6.75K +45 +6%
CFA
808
Carroll Financial Associates
North Carolina
$125K -$83.1K -551 -40%
Loomis, Sayles & Company
809
Loomis, Sayles & Company
Massachusetts
$118K -$52.2K -347 -31%
CAW
810
Cornerstone Advisors (Washington)
Washington
$113K +$30.2K +200 +36%
PCM
811
Penserra Capital Management
California
$111K – – –
CIA
812
CSat Investment Advisory
Michigan
$108K -$6.94K -46 -6%
WPA
813
West Paces Advisors
Georgia
$106K – – –
PFGIA
814
Patriot Financial Group Insurance Agency
Massachusetts
$102K +$20.6K +136 +25%
O
815
Ossiam
France
$101K -$420K -2,779 -81%
GEA
816
Glen Eagle Advisors
New Jersey
$95.3K -$36.2K -240 -28%
NSIM
817
North Star Investment Management
Illinois
$95K -$60.3K -400 -39%
CA
818
Clearstead Advisors
Ohio
$93K +$93K +615 New
FCB
819
First Command Bank
Texas
$92K -$10.8K -71 -10%
FCFS
820
First Command Financial Services
Texas
$92K -$10.8K -71 -10%
CAL
821
Capital Analysts LLC
Pennsylvania
$89K +$34.5K +229 +63%
AAP
822
Arax Advisory Partners
Colorado
$88K -$16.1K -107 -15%
CWM
823
Cedar Wealth Management
California
$86K -$67.8K -447 -44%
SFPG
824
Stonebridge Financial Planning Group
Florida
$85K – – –
AF
825
Advisornet Financial
Minnesota
$85K +$7.58K +50 +10%
31 32
33
34 35