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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 %
VFA
951
Valeo Financial Advisors
Indiana
$206K -$4.26K -21 -2%
DMC
952
Drexel Morgan & Co
Pennsylvania
$205K – – –
BFO
953
Biltmore Family Office
North Carolina
$205K +$2.63K +13 +1%
TSS
954
Two Sigma Securities
New York
$205K +$205K +1,014 New
SAM
955
Secure Asset Management
Michigan
$204K +$204K +1,005 New
DBIA
956
Dumont & Blake Investment Advisors
New Jersey
$203K – – –
DWA
957
Douglass Winthrop Advisors
New York
$203K – – –
SRC
958
Shufro Rose & Co
New York
$203K – – –
JWM
959
Jackson Wealth Management
Florida
$203K +$203K +1,000 New
ST
960
Spinnaker Trust
Maine
$202K +$202K +1,000 New
FHA
961
First Horizon Advisors
Tennessee
$200K +$118K +588 +145%
KLCM
962
KG&L Capital Management
Louisiana
$200K +$200K +989 New
CTC
963
Central Trust Company
Missouri
$196K -$783K -3,867 -80%
FFC
964
First Financial Corp
Indiana
$191K – – –
AF
965
Advisornet Financial
Minnesota
$183K +$50.7K +250 +38%
OIA
966
Optimum Investment Advisors
Illinois
$182K – – –
ST
967
Smithfield Trust
Pennsylvania
$170K +$48.3K +238 +40%
T
968
TOBAM
France
$168K – – –
JCM
969
Jacobi Capital Management
Pennsylvania
$168K +$140K +691 +501%
AIC
970
Ameritas Investment Company
Nebraska
$168K -$75.8K -374 -31%
GEA
971
Glen Eagle Advisors
New Jersey
$167K +$203 +1 +0.1%
DWP
972
Destiny Wealth Partners
Florida
$159K -$173K -851 -52%
Carson Wealth (CWM LLC)
973
Carson Wealth (CWM LLC)
Nebraska
$154K – – –
CFA
974
Carroll Financial Associates
North Carolina
$151K +$2.62K +13 +2%
CF
975
Centaurus Financial
California
$139K +$14.4K +71 +12%
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