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Dollar General

1,103 hedge funds and large institutions have $28B invested in Dollar General in 2023 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 330 increasing their positions, 447 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,103
Holders Change
+74
Holders Change %
+7.19%
% of All Funds
16.17%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.23%
New
215
Increased
330
Reduced
447
Closed
131
Calls
$1.12B
Puts
$1.11B
Net Calls
+$9.73M
Net Calls Change
+$166M
Name Holding Trade Value Shares
Change
Shares
Change %
GTAM
801
Global Trust Asset Management
Florida
$256K -$20.4K -150 -7%
FA
802
FDx Advisors
Illinois
$253K -$33.3K -245 -12%
SWS
803
SYSTM Wealth Solutions
Illinois
$251K +$251K +1,844 New
FFM
804
Forum Financial Management
Illinois
$250K +$250K +1,841 New
SWP
805
Strategic Wealth Partners
Ohio
$250K -$55.5K -408 -18%
ICG
806
InterOcean Capital Group
Tennessee
$250K +$250K +1,836 New
CAAS
807
Capital Asset Advisory Services
Michigan
$249K -$137K -1,010 -36%
DADC
808
D.A. Davidson & Co
Montana
$246K -$114K -836 -32%
TPW
809
Transatlantique Private Wealth
New York
$245K +$245K +1,803 New
RB
810
Renasant Bank
Mississippi
$245K -$92.2K -678 -27%
PA
811
Parallel Advisors
California
$244K +$29.6K +218 +14%
HW
812
Hancock Whitney
Mississippi
$243K -$251K -1,847 -51%
FFA
813
First Foundation Advisors
California
$240K -$72.9K -536 -23%
OIA
814
OneDigital Investment Advisors
Kansas
$240K -$232K -1,708 -49%
WA
815
Wambolt & Associates
Colorado
$239K +$239K +1,758 New
KLCM
816
KG&L Capital Management
Louisiana
$237K +$237K +1,747 New
FNBT
817
FineMark National Bank & Trust
Florida
$233K -$93.4K -687 -29%
CT
818
Chicago Trust
Illinois
$230K -$75.9K -558 -25%
LHC
819
Little House Capital
Massachusetts
$229K +$229K +1,681 New
VA
820
Valmark Advisers
Ohio
$228K +$228K +1,677 New
TCA
821
Transcend Capital Advisors
New Jersey
$227K +$227K +1,672 New
WFI
822
West Family Investments
California
$227K +$227K +1,668 New
WAG
823
Wallace Advisory Group
California
$224K +$4.34K +41 +2%
BW
824
Bison Wealth
Georgia
$224K +$224K +1,646 New
SFI
825
SPC Financial Inc
Maryland
$223K +$223K +1,638 New