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Dollar General
DG

Overview Fund Activity

1,096 hedge funds and large institutions have $31.5B invested in Dollar General in 2024 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 426 increasing their positions, 407 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
-7
Holders Change %
-0.63%
% of All Funds
15.89%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.3%
New
119
Increased
426
Reduced
407
Closed
117
Calls
$1.22B
Puts
$1.17B
Net Calls
+$42.4M
Net Calls Change
+$32.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$330M
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$321M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$317M
4
Pzena Investment Management
Pzena Investment Management
New York
+$302M
5
Bank of America
Bank of America
North Carolina
+$94.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$727M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$277M
3
Holocene Advisors
Holocene Advisors
New York
-$257M
4
BlackRock
BlackRock
New York
-$170M
5
Capital World Investors
Capital World Investors
California
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
801
Cullen/Frost Bankers
Texas
$257K -$400K -2,564 -61%
WWS
802
Wellington Wealth Strategies
Indiana
$254K +$254K +1,628 New
DMBA
803
Deseret Mutual Benefit Administrators
Utah
$253K +$35.9K +230 +17%
ICG
804
InterOcean Capital Group
Tennessee
$252K -$34.7K -222 -12%
Connor, Clark & Lunn Investment Management (CC&L)
805
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$250K +$250K +1,600 New
VA
806
Valmark Advisers
Ohio
$249K -$12.2K -78 -5%
SSWM
807
Sheets Smith Wealth Management
North Carolina
$248K – – –
PWPS
808
Pinnacle Wealth Planning Services
Ohio
$247K +$624 +4 +0.3%
TWM
809
Tradition Wealth Management
Minnesota
$247K +$8.43K +54 +4%
CGA
810
Crescent Grove Advisors
Illinois
$244K – – –
PWP
811
Phillips Wealth Planners
Mississippi
$244K +$244K +1,681 New
KLCM
812
KG&L Capital Management
Louisiana
$243K -$30K -192 -11%
WS
813
Wedbush Securities
California
$242K +$4.85K +31 +2%
MCM
814
Mengis Capital Management
Oregon
$240K +$240K +1,540 New
CI
815
Conning Inc
Connecticut
$240K – – –
AI
816
Accredited Investors
Minnesota
$239K -$83.5K -535 -26%
PNC
817
Park National Corp
Ohio
$237K -$766K -4,908 -76%
FFN
818
Focus Financial Network
Minnesota
$236K -$159K -1,091 -40%
SG
819
StoneX Group
New York
$236K -$7.34K -47 -3%
FAM
820
Fenimore Asset Management
New York
$235K -$38.1M -244,233 -99%
WWP
821
WR Wealth Planners
Missouri
$235K +$235K +1,505 New
PWLP
822
Prio Wealth Limited Partnership
Massachusetts
$233K +$233K +1,493 New
PCP
823
Proficio Capital Partners
Massachusetts
$231K +$231K +1,481 New
GEA
824
Glen Eagle Advisors
New Jersey
$231K -$129K -824 -36%
GTAM
825
Global Trust Asset Management
Florida
$228K -$66.3K -425 -23%
31 32
33
34 35