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Dollar General

1,230 hedge funds and large institutions have $42.5B invested in Dollar General in 2023 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 449 increasing their positions, 480 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,230
Holders Change
-37
Holders Change %
-2.92%
% of All Funds
19.69%
Holding in Top 10
26
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.78%
% of All Funds
0.42%
New
137
Increased
449
Reduced
480
Closed
151
Calls
$569M
Puts
$472M
Net Calls
+$96.9M
Net Calls Change
+$370M
Name Holding Trade Value Shares
Change
Shares
Change %
SGCA
851
Steel Grove Capital Advisors
Tennessee
$389K +$126K +600 +48%
AF
852
Alerus Financial
North Dakota
$388K -$102K -483 -21%
DMBA
853
Deseret Mutual Benefit Administrators
Utah
$383K +$11.2K +53 +3%
DS
854
DRW Securities
Illinois
$383K +$383K +1,821 New
CWM
855
Circle Wealth Management
New Jersey
$380K
LWAM
856
Legacy Wealth Asset Management
Minnesota
$380K +$4K +19 +1%
II
857
Inspire Investing
Idaho
$376K +$84.2K +400 +29%
CI
858
Conning Inc
Connecticut
$376K -$13.3K -63 -3%
AWA
859
Arkadios Wealth Advisors
Georgia
$375K +$375K +1,781 New
FC
860
Financial Consulate
Maryland
$371K +$161K +767 +77%
B
861
Bellecapital
Switzerland
$369K -$16K -76 -4%
DWP
862
Destiny Wealth Partners
Florida
$363K -$42.9K -204 -11%
BWM
863
Baron Wealth Management
Michigan
$362K -$842 -4 -0.2%
JWCA
864
J.W. Cole Advisors
Florida
$361K +$13.9K +66 +4%
TFA
865
Transamerica Financial Advisors
Florida
$361K -$376K -1,784 -51%
BFG
866
Berger Financial Group
Minnesota
$359K -$35.1K -167 -9%
CP
867
Camelot Portfolios
Ohio
$358K +$17.5K +83 +5%
WA
868
Waverly Advisors
Alabama
$356K +$105K +501 +42%
KLCM
869
KG&L Capital Management
Louisiana
$349K +$60K +285 +21%
VC
870
Veracity Capital
Georgia
$344K +$131K +622 +61%
HAIM
871
Hunter Associates Investment Management
Pennsylvania
$341K +$341K +1,635 New
TCM
872
Teza Capital Management
Illinois
$340K -$1.18M -5,622 -78%
SIG
873
Stonegate Investment Group
Alabama
$337K +$3.79K +18 +1%
FCI
874
Financial Counselors Inc
Kansas
$337K -$65.7K -312 -16%
MFGM
875
Marshall Financial Group (Maryland)
Maryland
$337K +$8K +38 +2%