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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
$2.66B
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$401M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$198M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$236M

Top Sellers

1
Polen Capital Management
Polen Capital Management
Florida
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$961M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.64B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$633M
5
Allianz Asset Management
Allianz Asset Management
Germany
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
HKIM
801
Hayek Kallen Investment Management
Alabama
$433K +$196K +965 +82%
CWM
802
Circle Wealth Management
New Jersey
$430K -$27.4K -135 -6%
PP
803
Patron Partners
Texas
$417K -$11.7K -58 -3%
TWM
804
Tradition Wealth Management
Minnesota
$417K – – –
VVP
805
Venture Visionary Partners
Ohio
$411K +$170K +840 +71%
VCA
806
Verdence Capital Advisors
Maryland
$407K -$34.8K -172 -8%
TYCC
807
Texas Yale Capital Corp
Florida
$407K – – –
PLFAM
808
Pineno Levin & Ford Asset Management
Virginia
$406K – – –
TAM
809
Trust Asset Management
Texas
$405K +$70.9K +350 +21%
DAM
810
Deltec Asset Management
New York
$405K +$405K +2,000 New
AP
811
Arlington Partners
Alabama
$401K +$366K +1,806 +1,038%
BAIA
812
Bel Air Investment Advisors
California
$398K +$398K +1,966 New
BBA
813
Braun-Bostich & Associates
Pennsylvania
$396K +$95.8K +473 +32%
MCM
814
Monarch Capital Management
Indiana
$392K – – –
BDF
815
Balasa Dinverno & Foltz
$389K -$5.67K -28 -1%
WP
816
WMS Partners
Maryland
$388K +$133K +655 +52%
BCM
817
Bayesian Capital Management
New York
$385K +$385K +1,900 New
PWPS
818
Pinnacle Wealth Planning Services
Ohio
$384K -$5.47K -27 -1%
FB
819
Fulton Bank
Pennsylvania
$382K +$24.5K +121 +7%
IF
820
IRON Financial
Illinois
$380K +$380K +1,876 New
CTA
821
Chesley Taft & Associates
Illinois
$378K +$48.4K +233 +15%
QVT
822
Quantitative Value Technologies
Kansas
$376K +$376K +1,853 New
PWM
823
Purus Wealth Management
California
$373K -$1.62K -8 -0.4%
SFA
824
Source Financial Advisors
New York
$371K -$25.3K -125 -6%
TI
825
tru Independence
Oregon
$371K -$1.01K -5 -0.3%
31 32
33
34 35