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Dollar General
DG

Overview Fund Activity

1,155 hedge funds and large institutions have $34.2B invested in Dollar General in 2023 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 421 increasing their positions, 481 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,155
Holders Change
-75
Holders Change %
-6.1%
% of All Funds
18.21%
Holding in Top 10
14
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-46.15%
% of All Funds
0.22%
New
126
Increased
421
Reduced
481
Closed
191
Calls
$576M
Puts
$622M
Net Calls
-$46.1M
Net Calls Change
-$143M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.02B
2
Capital International Investors
Capital International Investors
California
+$1.01B
3
LP
Longview Partners
Guernsey
+$460M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$291M
5
Holocene Advisors
Holocene Advisors
New York
+$203M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$773M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$608M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$527M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$305M
5
Lazard Asset Management
Lazard Asset Management
New York
-$283M
Name Holding Trade Value Shares
Change 		Shares
Change %
VM
826
Venator Management
Pennsylvania
$340K +$340K +2,000 New
GAA
827
Global Assets Advisory
Florida
$340K – – –
DADC
828
D.A. Davidson & Co
Montana
$338K +$140K +825 +71%
MWA
829
Meridian Wealth Advisors
Texas
$338K +$340 +2 +0.1%
CWM
830
Congress Wealth Management
Massachusetts
$335K -$8.79M -51,734 -96%
DSC
831
Duncker Streett & Co
Missouri
$334K -$28.9K -170 -8%
VFA
832
Valeo Financial Advisors
Indiana
$333K -$212K -1,248 -39%
USCWA
833
U.S. Capital Wealth Advisors
Texas
$331K +$15.1K +89 +5%
ILI
834
Invesco LLC (Illinois)
Illinois
$330K +$330K +1,946 New
EWM
835
EPG Wealth Management
Georgia
$330K +$330K +1,944 New
NFSG
836
Newbridge Financial Services Group
Florida
$329K -$49.9K -294 -13%
BWM
837
Baron Wealth Management
Michigan
$325K +$33.1K +195 +11%
CAMG
838
CWA Asset Management Group
Florida
$324K +$324K +1,908 New
1W
839
1776 Wealth
Georgia
$324K +$89K +524 +38%
SGI
840
Summit Global Investments
Utah
$322K -$1.36K -8 -0.4%
MC
841
Moors & Cabot
Massachusetts
$321K -$445K -2,622 -58%
SFI
842
Siemens Fonds Invest
Germany
$319K – – –
JWBC
843
J.W. Burns & Co
New York
$314K -$50.9K -300 -14%
LWAM
844
Legacy Wealth Asset Management
Minnesota
$312K +$5.26K +31 +2%
VFA
845
Voya Financial Advisors
Connecticut
$311K +$79.2K +475 +34%
DMBA
846
Deseret Mutual Benefit Administrators
Utah
$308K -$1.36K -8 -0.4%
GS
847
GTS Securities
New York
$308K +$308K +1,814 New
SGCA
848
Steel Grove Capital Advisors
Tennessee
$307K -$6.79K -40 -2%
STA
849
Summit Trail Advisors
New York
$306K -$21.1K -124 -6%
SW
850
Solidarity Wealth
Utah
$306K -$560K -3,300 -65%
32 33
34
35 36