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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 %
CWM
901
Cornerstone Wealth Management
Missouri
$255K -$22.7K -112 -8%
GIA
902
Gateway Investment Advisers
Ohio
$255K -$1.42K -7 -0.6%
ACI
903
Alpha Cubed Investments
California
$255K +$8.11K +40 +3%
PPWM
904
PFG Private Wealth Management
Florida
$252K +$252K +1,245 New
MFW
905
Meristem Family Wealth
Minnesota
$251K – – –
EI
906
Ethic Inc
New York
$250K -$139K -686 -36%
BWA
907
Beam Wealth Advisors
Louisiana
$246K +$811 +4 +0.3%
MMPW
908
Mitchell McLeod Pugh & Williams
Alabama
$243K +$7.49K +37 +3%
AIM
909
Axiom Investment Management
New York
$242K -$863K -4,264 -78%
CG
910
Caprock Group
Idaho
$241K -$43.9K -217 -15%
TI
911
Tidal Investments
Wisconsin
$241K +$241K +1,191 New
CS
912
Capital Square
Tennessee
$239K +$20.9K +101 +10%
CAM
913
Columbia Asset Management
Michigan
$238K – – –
EWM
914
Evercore Wealth Management
New York
$238K +$238K +1,174 New
PCP
915
Proficio Capital Partners
Massachusetts
$237K -$8.71K -43 -4%
PWMG
916
Prestige Wealth Management Group
New Jersey
$236K -$608 -3 -0.3%
ANTB
917
AMG National Trust Bank
Colorado
$236K +$2.03K +10 +0.9%
ARG
918
Advisory Resource Group
Oklahoma
$235K +$406 +2 +0.2%
JSL
919
JT Stratford LLC
Georgia
$234K -$26.4K -130 -10%
BG
920
Bollard Group
Massachusetts
$234K – – –
TLFA
921
True Link Financial Advisors
California
$233K – – –
KMWM
922
Keudell/Morrison Wealth Management
Oregon
$232K -$247K -1,223 -52%
CAL
923
Capital Analysts LLC
Pennsylvania
$232K +$112K +551 +93%
EP
924
Eudaimonia Partners
Tennessee
$231K -$106K -523 -31%
GBT
925
Grove Bank & Trust
Florida
$229K -$505K -2,495 -69%
35 36
37
38 39