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Dollar General
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Overview Fund Activity

1,134 hedge funds and large institutions have $46.2B invested in Dollar General in 2021 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 427 increasing their positions, 451 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,134
Holders Change
-29
Holders Change %
-2.49%
% of All Funds
19.8%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.4%
New
97
Increased
427
Reduced
451
Closed
116
Calls
$485M
Puts
$520M
Net Calls
-$35.1M
Net Calls Change
-$110M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$623M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$320M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$195M
4
Capital World Investors
Capital World Investors
California
+$141M
5
Principal Financial Group
Principal Financial Group
Iowa
+$138M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$259M
2
SCM
Suvretta Capital Management
New York
-$212M
3
Renaissance Technologies
Renaissance Technologies
New York
-$148M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$143M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFWM
951
AMJ Financial Wealth Management
Virginia
$206K +$206K +953 New
PWM
952
Provident Wealth Management
Tennessee
$205K +$205K +948 New
FFC
953
First Financial Corp
Indiana
$204K – – –
MWA
954
Meridian Wealth Advisors
Texas
$204K +$204K +943 New
VA
955
Valmark Advisers
Ohio
$204K +$204K +944 New
NL
956
NWAM LLC
Washington
$204K +$204K +945 New
FHA
957
First Horizon Advisors
Tennessee
$202K -$13K -60 -6%
RA
958
RFG Advisory
Alabama
$201K +$201K +930 New
PWMG
959
Prestige Wealth Management Group
New Jersey
$198K -$53.9K -249 -21%
OIA
960
Optimum Investment Advisors
Illinois
$195K – – –
AF
961
Advisornet Financial
Minnesota
$189K -$6.06K -28 -3%
KPCM
962
Kings Point Capital Management
New York
$185K +$76.6K +355 +71%
T
963
TOBAM
France
$180K – – –
KFP
964
KB Financial Partners
New Jersey
$176K +$173K +802 +6,169%
EI
965
Ellevest Inc
New York
$172K +$76.7K +355 +80%
CFA
966
Carroll Financial Associates
North Carolina
$170K +$8.22K +38 +5%
KFI
967
Key Financial Inc
Pennsylvania
$159K +$86.6K +373 +120%
Carson Wealth (CWM LLC)
968
Carson Wealth (CWM LLC)
Nebraska
$154K – – –
CI
969
CX Institutional
Indiana
$153K +$33.6K +155 +28%
BCM
970
Birch Capital Management
Texas
$145K +$145K +670 New
CF
971
Centaurus Financial
California
$142K -$6.71K -31 -5%
GG
972
Gleason Group
Kentucky
$138K +$217 +1 +0.2%
AFS
973
Annapolis Financial Services
Maryland
$137K – – –
CWM
974
Cedar Wealth Management
California
$123K +$216 +1 +0.2%
HWMA
975
Heritage Wealth Management (Arizona)
Arizona
$122K -$5.42K -25 -4%
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39
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