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Dollar General
DG

Overview Fund Activity

1,163 hedge funds and large institutions have $43.5B invested in Dollar General in 2021 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 464 increasing their positions, 427 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,163
Holders Change
-24
Holders Change %
-2.02%
% of All Funds
20.48%
Holding in Top 10
29
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20.83%
% of All Funds
0.51%
New
140
Increased
464
Reduced
427
Closed
153
Calls
$555M
Puts
$480M
Net Calls
+$75M
Net Calls Change
+$108M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$1.03B
2
Capital World Investors
Capital World Investors
California
$2.66B
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$401M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$198M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$236M

Top Sellers

1
Polen Capital Management
Polen Capital Management
Florida
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$961M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.64B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$633M
5
Allianz Asset Management
Allianz Asset Management
Germany
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCI
876
Financial Counselors Inc
Kansas
$292K +$37.1K +183 +15%
CA
877
Crumly & Associates
Illinois
$292K +$89.7K +443 +44%
QCG
878
Quadrant Capital Group
Ohio
$290K +$33K +163 +13%
MSAM
879
Moloney Securities Asset Management
Missouri
$287K +$4.05K +20 +1%
CWA
880
Clearview Wealth Advisors
Oregon
$285K -$63.7K -314 -18%
GL
881
Graypoint LLC
New York
$283K -$3.65K -18 -1%
FUBT
882
First United Bank & Trust
Maryland
$280K +$83.2K +410 +42%
SF
883
Symphony Financial
Texas
$279K -$372K -2,010 -57%
AWM
884
Altium Wealth Management
New York
$279K -$49.8K -246 -15%
AFP
885
Ausdal Financial Partners
Iowa
$277K +$48.4K +239 +21%
BCA
886
Bay Colony Advisors
Massachusetts
$277K +$277K +1,365 New
BG
887
Bahl & Gaynor
Ohio
$276K +$17K +84 +7%
PA
888
Procyon Advisors
Connecticut
$274K -$205K -1,011 -43%
SBF
889
Sara-Bay Financial
Florida
$272K -$25.6K -126 -9%
BP
890
Ballentine Partners
Massachusetts
$271K +$609 +3 +0.2%
FA
891
FDx Advisors
Illinois
$269K -$26M -128,390 -99%
BCA
892
Berman Capital Advisors
Georgia
$268K +$35.9K +178 +15%
MSFS
893
Main Street Financial Solutions
Pennsylvania
$266K +$266K +1,313 New
CWM
894
Curi Wealth Management
North Carolina
$264K – – –
SP
895
Successful Portfolios
Florida
$263K -$7.3K -36 -3%
JIP
896
Jaffetilchin Investment Partners
Florida
$260K -$141K -693 -35%
LOAMS
897
Lombard Odier Asset Management (Switzerland)
Switzerland
$260K +$260K +1,284 New
CWM
898
Chesapeake Wealth Management
Virginia
$258K -$536K -2,646 -68%
VBCG
899
Valley Brook Capital Group
Pennsylvania
$258K +$5.06K +25 +2%
CCM
900
Coldstream Capital Management
Washington
$256K +$8.9K +44 +4%
34 35
36
37 38