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Dollar General
DG

Overview Fund Activity

1,117 hedge funds and large institutions have $47.5B invested in Dollar General in 2020 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 449 increasing their positions, 397 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,117
Holders Change
+35
Holders Change %
+3.23%
% of All Funds
22.6%
Holding in Top 10
38
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-15.56%
% of All Funds
0.77%
New
128
Increased
449
Reduced
397
Closed
84
Calls
$546M
Puts
$393M
Net Calls
+$153M
Net Calls Change
+$136M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$932M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.39B
3
BI
3
BlueSpruce Investments
Illinois
$309M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$168M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$229M

Top Sellers

1
BlackRock
1
BlackRock
New York
$3.79B
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$6.62M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.71M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$4.63B
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMPW
901
Mitchell McLeod Pugh & Williams
Alabama
$244K – – –
GWM
902
Geneos Wealth Management
Colorado
$243K +$7.28K +35 +3%
ARG
903
Advisory Resource Group
Oklahoma
$242K +$419 +2 +0.2%
POIA
904
Pin Oak Investment Advisors
Texas
$241K – – –
QCM
905
Quest Capital Management
Texas
$240K -$3.78K -18 -2%
XSC
906
X-Square Capital
Puerto Rico
$240K +$240K +1,144 New
BRWA
907
B. Riley Wealth Advisors
Florida
$239K +$18.3K +88 +8%
ANTB
908
AMG National Trust Bank
Colorado
$237K – – –
CA
909
Calton & Associates
Florida
$234K +$234K +1,115 New
BCA
910
Berman Capital Advisors
Georgia
$233K +$2.09K +10 +0.9%
AIM
911
AIA Investment Management
Singapore
$232K +$56.5K +269 +32%
JSL
912
JT Stratford LLC
Georgia
$231K +$231K +1,103 New
CWM
913
Cornerstone Wealth Management
Missouri
$231K +$231K +1,104 New
SC
914
Savant Capital
Illinois
$229K +$229K +1,091 New
MCM
915
Maryland Capital Management
Maryland
$228K -$19.2K -92 -8%
UR
916
USCA RIA
Texas
$226K -$1.26K -6 -0.6%
FMWA
917
Forvis Mazars Wealth Advisors
Missouri
$226K +$226K +1,078 New
IAIM
918
International Assets Investment Management
Florida
$223K -$34.5K -165 -13%
TCM
919
Tuttle Capital Management
Connecticut
$222K -$167K -798 -43%
SIA
920
SeaBridge Investment Advisors
New Jersey
$221K – – –
RC
921
Roundview Capital
New Jersey
$218K -$15.8K -75 -7%
AFP
922
Ausdal Financial Partners
Iowa
$218K +$218K +1,040 New
BHBT
923
Burke & Herbert Bank & Trust
Virginia
$216K +$216K +1,030 New
CA
924
Crumly & Associates
Illinois
$215K -$5.46K -26 -2%
UIA
925
UBP Investment Advisors
Switzerland
$214K +$214K +1,022 New
35 36
37
38 39