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Dollar General
DG

Overview Fund Activity

1,029 hedge funds and large institutions have $20.8B invested in Dollar General in 2023 Q3 according to their latest regulatory filings, with 141 funds opening new positions, 379 increasing their positions, 405 reducing their positions, and 254 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,029
Holders Change
-126
Holders Change %
-10.91%
% of All Funds
16.41%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
141
Increased
379
Reduced
405
Closed
254
Calls
$783M
Puts
$940M
Net Calls
-$157M
Net Calls Change
-$111M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.3B
2
Capital World Investors
Capital World Investors
California
$1.37B
3
Capital International Investors
Capital International Investors
California
$1.74B
4
Renaissance Technologies
Renaissance Technologies
New York
$154M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$152M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$134M
2
SGA
Sustainable Growth Advisers
Connecticut
$0
3
VNIM
Vaughan Nelson Investment Management
Texas
$0
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$47.3M
5
Holocene Advisors
Holocene Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
951
Atticus Wealth Management
Florida
$8.25K – – –
FWM
952
Focused Wealth Management
New York
$8.17K – – –
FGAM
953
Financial Gravity Asset Management
Texas
$7.8K -$12.6K -105 -62%
JPWM
954
Jamison Private Wealth Management
Georgia
$7.77K +$7.77K +73 New
MA
955
MCF Advisors
Kentucky
$7.72K +$1.06K +10 +16%
TIM
956
Tortoise Investment Management
New York
$7.72K – – –
Legacy Financial Group (Iowa)
957
Legacy Financial Group (Iowa)
Iowa
$7.41K +$7.41K +70 New
AGWCA
958
Annis Gardner Whiting Capital Advisors
Florida
$7.3K +$7.3K +69 New
BIA
959
Bell Investment Advisors
California
$7.09K +$635 +6 +10%
POIA
960
Pin Oak Investment Advisors
Texas
$7K – – –
IUHSA
961
Itau Unibanco Holding S.A.
Brazil
$6.45K -$106 -1 -2%
CWM
962
Compass Wealth Management
Connecticut
$6.24K – – –
EWM
963
Evermay Wealth Management
Virginia
$6.24K +$1.48K +14 +31%
EBA
964
Eagle Bay Advisors
New York
$5.71K +$846 +8 +17%
PCA
965
Providence Capital Advisors
North Carolina
$5.29K – – –
SJIM
966
St. Johns Investment Management
Florida
$5.29K – – –
CFS
967
CGC Financial Services
Oregon
$5.29K – – –
ICM
968
Islay Capital Management
Texas
$5.29K – – –
MRCM
969
M&R Capital Management
New Jersey
$5.29K – – –
ADL
970
Asset Dedication LLC
California
$5K -$842 -16 -14%
DAC
971
Dividend Assets Capital
South Carolina
$5K – – –
TVWM
972
Tower View Wealth Management
Wisconsin
$5K – – –
VNA
973
Valley National Advisers
Pennsylvania
$5K +$4K +36 +400%
PK
974
Pflug Koory
Nebraska
$4.44K – – –
M
975
MOTCO
Texas
$4.23K -$741 -7 -15%
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