DG icon

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
1
Capital International Investors
California
$1.03B
2
Capital World Investors
2
Capital World Investors
California
$2.66B
3
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$401M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$198M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$236M

Top Sellers

1
Polen Capital Management
1
Polen Capital Management
Florida
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$961M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$3.64B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$633M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFS
976
Annapolis Financial Services
Maryland
$129K – – –
GG
977
Gleason Group
Kentucky
$129K +$40.8K +201 +46%
APP
978
Alpha Paradigm Partners
Illinois
$126K +$126K +622 New
SOW
979
State of Wyoming
Wyoming
$123K +$123K +608 New
SGAM
980
Smith Group Asset Management
Texas
$122K -$2.74M -13,460 -96%
HWMA
981
Heritage Wealth Management (Arizona)
Arizona
$119K +$119K +588 New
CWM
982
Cedar Wealth Management
California
$115K +$202 +1 +0.2%
WT
983
Whittier Trust
California
$114K +$114K +561 New
CI
984
CX Institutional
Indiana
$112K -$2.31M -11,371 -95%
RWB
985
RMR Wealth Builders
New Jersey
$110K +$1.83K +9 +2%
SFPG
986
Stonebridge Financial Planning Group
Florida
$105K – – –
ACA
987
Atlas Capital Advisors
Wyoming
$104K -$53.3K -263 -34%
KPCM
988
Kings Point Capital Management
New York
$102K +$9.55K +47 +10%
WFA
989
West Financial Advisors
Iowa
$101K – – –
SNT
990
Security National Trust
West Virginia
$101K – – –
PCM
991
Pinz Capital Management
New York
$101K +$101K +500 New
WPA
992
West Paces Advisors
Georgia
$93.2K – – –
LWM
993
Liberty Wealth Management
California
$91K – – –
ADIM
994
Alpha DNA Investment Management
Maryland
$91K +$9.4K +47 +12%
EI
995
Ellevest Inc
New York
$89K -$39.8K -197 -31%
PFGIA
996
Patriot Financial Group Insurance Agency
Massachusetts
$85K -$25.3K -124 -23%
CA
997
Clearstead Advisors
Ohio
$85K -$4.85K -24 -5%
PCG
998
Private Capital Group
Connecticut
$83K -$31.3K -155 -27%
MA
999
Montag & Associates
Georgia
$81K – – –
TFM
1000
TFC Financial Management
Massachusetts
$80K – – –
38 39
40
41 42