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Dollar General
DG

Overview Fund Activity

905 hedge funds and large institutions have $17B invested in Dollar General in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 324 increasing their positions, 352 reducing their positions, and 227 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
905
Holders Change
-129
Holders Change %
-12.48%
% of All Funds
13.09%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
109
Increased
324
Reduced
352
Closed
227
Calls
$814M
Puts
$827M
Net Calls
-$13.6M
Net Calls Change
+$71.3M

Top Buyers

1
Pzena Investment Management
Pzena Investment Management
New York
$866M
2
BG
Baupost Group
Massachusetts
$195M
3
BlackRock
BlackRock
New York
$1.67B
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$147M
5
Fidelity International
Fidelity International
Bermuda
$218M

Top Sellers

1
LA
LM Advisors
California
$0
2
Capital International Investors
Capital International Investors
California
$1.25B
3
Capital World Investors
Capital World Investors
California
$766M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
5
Holocene Advisors
Holocene Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LIS
876
Legacy Investment Solutions
Idaho
$768 +$768 +10 New
LWMI
877
Legacy Wealth Management (Idaho)
Idaho
$768 +$768 +10 New
CWC
878
Carolinas Wealth Consulting
North Carolina
$677 -$508 -6 -43%
TFM
879
TFC Financial Management
Massachusetts
$677 -$423 -5 -38%
IHWM
880
Iron Horse Wealth Management
Iowa
$677 – – –
CTWM
881
Cherry Tree Wealth Management
Minnesota
$592 – – –
TAM
882
Tucker Asset Management
Colorado
$592 – – –
TWD
883
True Wealth Design
Ohio
$592 +$169 +2 +40%
PCWA
884
Pacific Capital Wealth Advisors
California
$592 +$592 +7 New
PIS
885
POM Investment Strategies
North Carolina
$507 – – –
RCM
886
Raleigh Capital Management
North Carolina
$423 -$15.3K -181 -97%
WWM
887
Wolff Wiese Magana
California
$423 -$423 -5 -50%
MA
888
MCF Advisors
Kentucky
$423 – – –
TC
889
Tacita Capital
Ontario, Canada
$423 – – –
FG
890
Fairman Group
Pennsylvania
$423 – – –
CA
891
Claris Advisors
Missouri
$423 +$423 +5 New
CAM
892
ClariVest Asset Management
California
$391 – – –
PFA
893
Pathway Financial Advisers
Indiana
$376 +$372 +31,429 +8,359%
AP
894
Aspect Partners
Virginia
$254 -$2.29K -27 -90%
SIC
895
SJS Investment Consulting
Ohio
$254 -$1.1K -13 -81%
AFG
896
Albion Financial Group
Utah
$254 -$1.02K -12 -80%
VWA
897
Valued Wealth Advisors
Utah
$254 +$169 +2 +200%
1IA
898
1620 Investment Advisors
Massachusetts
$246 +$246 +3 New
HWP
899
Highline Wealth Partners
California
$169 – – –
WA
900
WestEnd Advisors
North Carolina
$169 – – –
34 35
36
37 38