DG icon

Dollar General
DG

Overview Fund Activity

1,029 hedge funds and large institutions have $20.8B invested in Dollar General in 2023 Q3 according to their latest regulatory filings, with 141 funds opening new positions, 379 increasing their positions, 405 reducing their positions, and 254 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,029
Holders Change
-126
Holders Change %
-10.91%
% of All Funds
16.41%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
141
Increased
379
Reduced
405
Closed
254
Calls
$783M
Puts
$940M
Net Calls
-$157M
Net Calls Change
-$111M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$366M
2
Capital World Investors
Capital World Investors
California
+$227M
3
Capital International Investors
Capital International Investors
California
+$139M
4
Renaissance Technologies
Renaissance Technologies
New York
+$130M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
+$128M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$411M
2
SGA
Sustainable Growth Advisers
Connecticut
-$322M
3
VNIM
Vaughan Nelson Investment Management
Texas
-$214M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$209M
5
Holocene Advisors
Holocene Advisors
New York
-$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
826
Tradition Wealth Management
Minnesota
$143K +$6.55K +62 +5%
SIA
827
Sit Investment Associates
Minnesota
$135K +$33.8K +320 +33%
SIM
828
Sentry Investment Management
Wisconsin
$135K +$135K +1,278 New
PBK
829
Peoples Bank (Kansas)
Kansas
$133K +$133K +1,255 New
PCM
830
Penserra Capital Management
California
$129K -$20.3K -193 -14%
CAL
831
Capital Advisors Ltd
Ohio
$129K +$17.2K +163 +15%
CMF
832
Counterpoint Mutual Funds
California
$129K +$129K +1,219 New
PAI
833
Pittenger & Anderson Inc
Nebraska
$127K -$282K -2,668 -69%
CWM
834
CarsonAllaria Wealth Management
Illinois
$126K +$529 +5 +0.4%
CT
835
Colonial Trust
South Carolina
$118K -$7.62K -72 -6%
HIA
836
Harbor Investment Advisory
Maryland
$116K -$50.4K -477 -30%
ETC
837
Exchange Traded Concepts
Oklahoma
$110K +$110K +1,043 New
Bank Julius Baer & Co
838
Bank Julius Baer & Co
Switzerland
$102K -$18.1K -171 -15%
GG
839
Gleason Group
Kentucky
$101K +$317 +3 +0.3%
KFI
840
Key Financial Inc
Pennsylvania
$98.5K – – –
PWMG
841
Prestige Wealth Management Group
New Jersey
$86.5K -$26.1K -247 -23%
SOS
842
Silver Oak Securities
Tennessee
$85.5K -$212K -2,004 -71%
FCAS
843
First Command Advisory Services
Texas
$85.3K +$85.3K +806 New
NL
844
NVWM LLC
Pennsylvania
$84.6K – – –
FFC
845
First Financial Corp
Indiana
$83.7K -$4.55K -43 -5%
LC
846
Lindbrook Capital
California
$83.1K +$9.1K +86 +12%
AGAM
847
Audent Global Asset Management
California
$81.7K +$81.7K +773 New
RTC
848
Riverview Trust Company
Washington
$76.7K +$64.3K +608 +520%
HCM
849
Hollencrest Capital Management
California
$76.2K – – –
CSPIA
850
Cary Street Partners Investment Advisory
Virginia
$73.2K -$207K -1,956 -74%
32 33
34
35 36