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Dollar General

1,230 hedge funds and large institutions have $42.5B invested in Dollar General in 2023 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 449 increasing their positions, 480 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,230
Holders Change
-37
Holders Change %
-2.92%
% of All Funds
19.69%
Holding in Top 10
26
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.78%
% of All Funds
0.42%
New
137
Increased
449
Reduced
480
Closed
151
Calls
$569M
Puts
$472M
Net Calls
+$96.9M
Net Calls Change
+$370M
Name Holding Trade Value Shares
Change
Shares
Change %
GVAG
901
Great Valley Advisor Group
Delaware
$301K -$1.56M -7,415 -84%
PTC
902
Philadelphia Trust Company
Pennsylvania
$299K +$1.47K +7 +0.5%
SC
903
Savant Capital
Illinois
$297K -$1.47K -7 -0.5%
DWM
904
Dorchester Wealth Management
Quebec, Canada
$296K +$32.2K +153 +12%
IWP
905
Icon Wealth Partners
Texas
$296K +$296K +1,405 New
ANTB
906
AMG National Trust Bank
Colorado
$294K +$24K +114 +9%
RA
907
RFG Advisory
Alabama
$292K -$10.5K -50 -3%
1W
908
1776 Wealth
Georgia
$291K +$1.26K +6 +0.4%
EAM
909
Erste Asset Management
Austria
$291K -$9.55M -46,000 -97%
SMC
910
Smith, Moore & Co
Missouri
$290K +$19.6K +93 +7%
MYIA
911
Mount Yale Investment Advisors
Colorado
$289K +$289K +1,371 New
VFA
912
Voya Financial Advisors
Connecticut
$288K +$23.1K +111 +9%
SWA
913
Strata Wealth Advisors
Texas
$288K +$842 +4 +0.3%
RCM
914
RB Capital Management
Nevada
$288K +$43.2K +205 +18%
MFG
915
Midwest Financial Group
Kansas
$286K +$286K +1,358 New
WW
916
Westshore Wealth
California
$286K +$2.1K +10 +0.7%
IA
917
Insight Advisors
Pennsylvania
$285K -$174K -825 -38%
NL
918
NWAM LLC
Washington
$283K +$22.5K +107 +9%
AG
919
Ascent Group
Virginia
$281K -$498K -2,367 -64%
EI
920
Ellevest Inc
New York
$280K -$67.1K -319 -19%
CAM
921
Columbia Asset Management
Michigan
$278K
VBCG
922
Valley Brook Capital Group
Pennsylvania
$278K
SBF
923
Sara-Bay Financial
Florida
$276K -$5.68K -27 -2%
EVM
924
Evelyn V. Moreno
$274K -$349K -1,660 -56%
LFDLE
925
La Financiere de L'Echiquier
France
$274K -$253K -1,200 -48%