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Dollar General
DG

Overview Fund Activity

1,096 hedge funds and large institutions have $31.5B invested in Dollar General in 2024 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 426 increasing their positions, 407 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
-7
Holders Change %
-0.63%
% of All Funds
15.89%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.3%
New
119
Increased
426
Reduced
407
Closed
117
Calls
$1.22B
Puts
$1.17B
Net Calls
+$42.4M
Net Calls Change
+$32.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$330M
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$321M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$317M
4
Pzena Investment Management
Pzena Investment Management
New York
+$302M
5
Bank of America
Bank of America
North Carolina
+$94.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$727M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$277M
3
Holocene Advisors
Holocene Advisors
New York
-$257M
4
BlackRock
BlackRock
New York
-$170M
5
Capital World Investors
Capital World Investors
California
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
851
Kingsview Wealth Management
Oregon
$206K -$37.3K -239 -15%
SC
852
Sierra Capital
Florida
$205K +$205K +1,311 New
IAS
853
Insigneo Advisory Services
Florida
$204K -$34K -218 -14%
USCWA
854
U.S. Capital Wealth Advisors
Texas
$203K -$1.44M -9,234 -88%
AIMA
855
Ables Iannone Moore & Associates
Georgia
$203K – – –
APP
856
Avantax Planning Partners
Iowa
$203K +$203K +1,298 New
SCM
857
Shelton Capital Management
Colorado
$203K +$203K +1,298 New
PP
858
PDS Planning
Ohio
$202K +$202K +1,294 New
CPSAC
859
Chas P. Smith & Associates (CPS)
Florida
$201K +$201K +1,288 New
AA
860
AJ Advisors
Tennessee
$200K +$200K +1,284 New
DJSG
861
D.J. St. Germain
Massachusetts
$197K -$53.1K -340 -21%
CA
862
Centerpoint Advisors
Massachusetts
$195K – – –
PTC
863
Private Trust Company
Ohio
$191K -$9.21K -59 -5%
Federated Hermes
864
Federated Hermes
Pennsylvania
$189K +$123K +785 +186%
PBK
865
Peoples Bank (Kansas)
Kansas
$188K -$7.8K -50 -4%
HIA
866
Harbor Investment Advisory
Maryland
$186K +$9.2K +59 +5%
CF
867
Centaurus Financial
California
$185K -$56.8K -365 -24%
CTC
868
Central Trust Company
Missouri
$185K -$7.34K -47 -4%
LC
869
Lindbrook Capital
California
$184K +$4.68K +30 +3%
SIM
870
Sentry Investment Management
Wisconsin
$180K – – –
CBT
871
CoreFirst Bank & Trust
Kansas
$171K – – –
PVH
872
Psagot Value Holdings
Israel
$162K -$1.05M -6,720 -87%
ZB
873
Zions Bancorporation
Utah
$162K +$133K +852 +463%
CA
874
CoreCap Advisors
Michigan
$157K +$157K +1,007 New
CAL
875
Capital Advisors Ltd
Ohio
$155K +$15.3K +98 +11%
33 34
35
36 37