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Dollar General
DG

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 %
WT
976
Whittier Trust
California
$121K – – –
FMT
977
First Mercantile Trust
Tennessee
$111K -$130K -599 -54%
SFPG
978
Stonebridge Financial Planning Group
Florida
$110K – – –
SWM
979
Selective Wealth Management
Virginia
$109K +$44.2K +205 +68%
ST
980
Smithfield Trust
Pennsylvania
$108K -$72.8K -337 -40%
WFA
981
West Financial Advisors
Iowa
$108K – – –
SNT
982
Security National Trust
West Virginia
$108K – – –
BFC
983
Bedel Financial Consulting
Indiana
$105K +$38.6K +178 +58%
WPA
984
West Paces Advisors
Georgia
$104K +$4.33K +20 +4%
PFGIA
985
Patriot Financial Group Insurance Agency
Massachusetts
$102K +$11.3K +52 +12%
PCG
986
Private Capital Group
Connecticut
$94K +$5.39K +25 +6%
MPWT
987
MassMutual Private Wealth & Trust
Connecticut
$94K +$88.4K +410 +1,577%
CA
988
Clearstead Advisors
Ohio
$91K -$217 -1 -0.2%
SSB
989
Sandy Spring Bank
Maryland
$86K +$11.8K +54 +16%
CP
990
Castleview Partners
Texas
$86K +$86K +399 New
RDWM
991
Red Door Wealth Management
Tennessee
$86K +$86K +401 New
TFM
992
TFC Financial Management
Massachusetts
$85K – – –
LWP
993
Lumature Wealth Partners
Georgia
$84K -$1.09K -5 -1%
HWA
994
Heritage Wealth Advisors
Virginia
$81.8K – – –
TCOV
995
Trust Company of Vermont
Vermont
$81K – – –
KTC
996
Kistler-Tiffany Companies
Pennsylvania
$80K +$5.62K +26 +8%
WT
997
Washington Trust
Rhode Island
$76K +$19.4K +90 +34%
ALAM
998
Asahi Life Asset Management
Japan
$76K +$76K +350 New
LC
999
Lindbrook Capital
California
$73K +$1.52K +7 +2%
RFWA
1000
RPg Family Wealth Advisory
Massachusetts
$69.5K +$69.5K +321 New
38 39
40
41 42