DG icon

Dollar General

1,155 hedge funds and large institutions have $34.2B invested in Dollar General in 2023 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 421 increasing their positions, 481 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,155
Holders Change
-75
Holders Change %
-6.1%
% of All Funds
18.21%
Holding in Top 10
14
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-46.15%
% of All Funds
0.22%
New
126
Increased
421
Reduced
481
Closed
191
Calls
$576M
Puts
$622M
Net Calls
-$46.1M
Net Calls Change
-$143M
Name Holding Trade Value Shares
Change
Shares
Change %
CF
926
Centaurus Financial
California
$215K -$51.4K -303 -19%
YIA
927
YHB Investment Advisors
Connecticut
$214K -$1.76M -10,366 -89%
EI
928
Ellevest Inc
New York
$212K -$14.1K -83 -6%
SP
929
Successful Portfolios
Florida
$212K -$2.55K -15 -1%
VT
930
Vise Technologies
New York
$212K -$59.2K -349 -22%
CSB
931
City State Bank
Iowa
$212K +$25.5K +150 +14%
RCAG
932
Rehmann Capital Advisory Group
Michigan
$211K -$35.5K -209 -14%
CB
933
Cadence Bank
Mississippi
$210K +$5.94K +35 +3%
MFG
934
Menard Financial Group
Texas
$210K +$34.8K +205 +20%
PFG
935
Prosperity Financial Group
California
$209K +$14.1K +83 +7%
CS
936
Capital Square
Tennessee
$208K +$23.3K +137 +13%
SCM
937
SevenOneSeven Capital Management
Pennsylvania
$207K +$10.6K +64 +5%
EWM
938
Endowment Wealth Management
Wisconsin
$206K +$34.1K +201 +20%
SPA
939
Sherbrooke Park Advisers
New York
$204K +$204K +1,200 New
WTB
940
Washington Trust Bank
Washington
$203K
CWM
941
CarsonAllaria Wealth Management
Illinois
$202K +$510 +3 +0.3%
CT
942
Colonial Trust
South Carolina
$201K -$15.5K -91 -7%
Bank Julius Baer & Co
943
Bank Julius Baer & Co
Switzerland
$192K -$695K -4,103 -78%
AP
944
Arlington Partners
Alabama
$189K -$29.5K -174 -13%
BCM
945
Birch Capital Management
Texas
$185K +$110K +649 +147%
PWMG
946
Prestige Wealth Management Group
New Jersey
$181K -$361K -2,128 -67%
CAL
947
Capital Advisors Ltd
Ohio
$180K +$680 +4 +0.4%
CAL
948
Capital Analysts LLC
Pennsylvania
$178K
GRP
949
Global Retirement Partners
California
$173K +$15.8K +93 +10%
NC
950
NewSquare Capital
Pennsylvania
$170K +$170K +1,000 New