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Dollar General
DG

Overview Fund Activity

1,131 hedge funds and large institutions have $45.4B invested in Dollar General in 2021 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 451 increasing their positions, 421 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,131
Holders Change
-3
Holders Change %
-0.26%
% of All Funds
19.86%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.37%
New
87
Increased
451
Reduced
421
Closed
77
Calls
$477M
Puts
$519M
Net Calls
-$42.2M
Net Calls Change
-$7.08M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$422M
2
OAG
Orbis Allan Gray
Bermuda
+$265M
3
Capital International Investors
Capital International Investors
California
+$200M
4
BlackRock
BlackRock
New York
+$141M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$85.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$156M
2
First Trust Advisors
First Trust Advisors
Illinois
-$150M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$127M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$83.8M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
901
Maryland Capital Management
Maryland
$237K – – –
AF
902
Advisornet Financial
Minnesota
$237K +$51.4K +242 +28%
KMWM
903
Keudell/Morrison Wealth Management
Oregon
$235K – – –
PP
904
PDS Planning
Ohio
$233K +$5.51K +26 +2%
FC
905
Financial Consulate
Maryland
$233K +$26.1K +123 +13%
1W
906
1776 Wealth
Georgia
$233K +$27.7K +131 +14%
VIM
907
Vista Investment Management
Pennsylvania
$232K -$1.06K -5 -0.5%
ARG
908
Advisory Resource Group
Oklahoma
$231K +$425 +2 +0.2%
TCA
909
Transcend Capital Advisors
New Jersey
$231K +$231K +1,042 New
AWM
910
Altium Wealth Management
New York
$229K -$637 -3 -0.3%
PGAM
911
Princeton Global Asset Management
New Jersey
$229K – – –
ZIM
912
Zacks Investment Management
Illinois
$229K +$229K +1,082 New
CCM
913
Coldstream Capital Management
Washington
$228K -$51.8K -247 -19%
GIA
914
Gateway Investment Advisers
Ohio
$227K -$10.8K -51 -5%
CA
915
Calton & Associates
Florida
$226K +$424 +2 +0.2%
WMP
916
Wealth Management Partners
Arizona
$225K -$8.48K -40 -4%
EPA
917
Element Pointe Advisors
Florida
$224K – – –
FANJ
918
Financial Architects (New Jersey)
New Jersey
$221K +$221K +1,040 New
ACP
919
Aviance Capital Partners
Florida
$220K – – –
TWA
920
TCI Wealth Advisors
Arizona
$220K – – –
KCM
921
Kathmere Capital Management
Pennsylvania
$220K +$16.8K +79 +8%
PCA
922
Providence Capital Advisors
North Carolina
$217K – – –
BCM
923
Birch Capital Management
Texas
$217K +$75.2K +355 +53%
CCT
924
Country Club Trust
Missouri
$217K +$217K +1,000 New
VFA
925
Valeo Financial Advisors
Indiana
$216K +$13.8K +65 +7%
35 36
37
38 39