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Dollar General
DG

Overview Fund Activity

1,102 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, 446 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,102
Holders Change
+74
Holders Change %
+7.2%
% of All Funds
16.16%
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
446
Closed
131
Calls
$1.12B
Puts
$1.11B
Net Calls
+$9.73M
Net Calls Change
+$166M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.47B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.2B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.41B
4
Capital International Investors
4
Capital International Investors
California
$2.54B
5
Holocene Advisors
5
Holocene Advisors
New York
$257M

Top Sellers

1
Voloridge Investment Management
1
Voloridge Investment Management
Florida
$7.4M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$3.94M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$43.3M
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
826
Endowment Wealth Management
Wisconsin
$219K +$219K +1,614 New
DJSG
827
D.J. St. Germain
Massachusetts
$218K +$4.08K +30 +2%
MC
828
Machina Capital
France
$217K +$217K +1,598 New
SSWM
829
Sheets Smith Wealth Management
North Carolina
$216K +$216K +1,589 New
AMBIA
830
Allen Mooney & Barnes Investment Advisors
Georgia
$216K +$216K +1,586 New
PWPS
831
Pinnacle Wealth Planning Services
Ohio
$215K +$215K +1,581 New
BST
832
Bath Savings Trust
Maine
$214K -$627K -4,615 -75%
SIC
833
Samalin Investment Counsel
New York
$213K +$213K +1,564 New
CGA
834
Crescent Grove Advisors
Illinois
$212K +$212K +1,563 New
KWM
835
Kingsview Wealth Management
Oregon
$212K +$212K +1,558 New
CFG
836
Citizens Financial Group
Rhode Island
$212K +$212K +1,557 New
SG
837
StoneX Group
New York
$212K -$639K -4,703 -75%
CF
838
Centaurus Financial
California
$211K -$14.9K -110 -7%
CI
839
Conning Inc
Connecticut
$209K +$209K +1,536 New
CC
840
Cipher Capital
New York
$208K +$208K +1,533 New
PA
841
Procyon Advisors
Connecticut
$208K +$208K +1,532 New
TWM
842
Tradition Wealth Management
Minnesota
$208K +$23.7K +174 +13%
IAS
843
Insigneo Advisory Services
Florida
$208K +$208K +1,528 New
BIG
844
Brooklyn Investment Group
New York
$206K +$206K +1,516 New
WS
845
Wedbush Securities
California
$206K +$206K +1,517 New
VSQM
846
V-Square Quantitative Management
Illinois
$206K – – –
SFS
847
Stiles Financial Services
Minnesota
$204K +$204K +1,502 New
BIAS
848
Beacon Investment Advisory Services
New Jersey
$203K -$134K -985 -40%
CT
849
Colonial Trust
South Carolina
$198K +$46.9K +345 +31%
GWSG
850
GPS Wealth Strategies Group
Colorado
$193K -$94.9K -698 -33%
32 33
34
35 36