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Dollar General
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Overview Fund Activity

1,082 hedge funds and large institutions have $43.8B invested in Dollar General in 2020 Q2 according to their latest regulatory filings, with 198 funds opening new positions, 386 increasing their positions, 375 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,082
Holders Change
+119
Holders Change %
+12.36%
% of All Funds
22.24%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
0.92%
New
198
Increased
386
Reduced
375
Closed
72
Calls
$399M
Puts
$382M
Net Calls
+$17.1M
Net Calls Change
+$48.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.87B
2
Wells Fargo
Wells Fargo
California
$490M
3
A
AustralianSuper
Australia
$164M
4
UBS Group
UBS Group
Switzerland
$228M
5
Prudential Financial
Prudential Financial
New Jersey
$172M

Top Sellers

1
BlackRock
BlackRock
New York
$3.64B
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$222M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$506M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$54.1M
5
Victory Capital Management
Victory Capital Management
Texas
$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMC
826
Resources Management Corp
Connecticut
$286K – – –
SYBT
827
Stock Yards Bank & Trust
Kentucky
$286K – – –
SFG
828
Summit Financial Group
West Virginia
$286K – – –
PMA
829
Prudent Man Advisors
Illinois
$285K +$285K +1,497 New
GC
830
Globeflex Capital
California
$284K +$284K +1,493 New
SBF
831
Sara-Bay Financial
Florida
$284K +$284K +1,500 New
PGAM
832
Princeton Global Asset Management
New Jersey
$283K – – –
CIA
833
Capital Investment Advisors
Georgia
$283K +$21.5K +113 +8%
IWP
834
Icon Wealth Partners
Texas
$280K +$1.71K +9 +0.6%
WSCM
835
Wellington Shields Capital Management
New York
$280K +$280K +1,470 New
OPS
836
Orion Portfolio Solutions
Nebraska
$279K +$26.8K +141 +11%
TFA
837
Teamwork Financial Advisors
Texas
$277K -$12.6K -66 -4%
PWM
838
Provident Wealth Management
Tennessee
$276K -$2.86K -15 -1%
WQ
839
Wealth Quarterback
New Jersey
$273K -$142K -747 -34%
CPA
840
Capital Planning Advisors
California
$272K +$272K +1,428 New
TMAM
841
Tokio Marine Asset Management
Japan
$270K +$270K +1,419 New
BCWM
842
Blue Chip Wealth Management
Florida
$269K +$269K +1,410 New
SSWM
843
Sheets Smith Wealth Management
North Carolina
$268K -$90.6K -475 -25%
BP
844
Ballentine Partners
Massachusetts
$268K -$14.8K -78 -5%
GL
845
Graypoint LLC
New York
$268K +$1.91K +10 +0.7%
NL
846
NKCFO LLC
Illinois
$267K – – –
HIIFS
847
Harel Insurance Investments & Financial Services
Israel
$267K +$63.9K +335 +31%
SP
848
Successful Portfolios
Florida
$264K +$7.06K +37 +3%
CTA
849
Chesley Taft & Associates
Illinois
$264K +$264K +1,385 New
WP
850
WMS Partners
Maryland
$260K -$44.1K -232 -15%
32 33
34
35 36