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Dollar General
DG

Overview Fund Activity

1,131 hedge funds and large institutions have $45.4B invested in Dollar General in 2021 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 451 increasing their positions, 421 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,131
Holders Change
-3
Holders Change %
-0.26%
% of All Funds
19.86%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.37%
New
87
Increased
451
Reduced
421
Closed
77
Calls
$477M
Puts
$519M
Net Calls
-$42.2M
Net Calls Change
-$7.08M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$422M
2
OAG
Orbis Allan Gray
Bermuda
+$265M
3
Capital International Investors
Capital International Investors
California
+$200M
4
BlackRock
BlackRock
New York
+$141M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$85.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$156M
2
First Trust Advisors
First Trust Advisors
Illinois
-$150M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$127M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$83.8M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
976
Selective Wealth Management
Virginia
$107K – – –
WFA
977
West Financial Advisors
Iowa
$106K – – –
ST
978
Smithfield Trust
Pennsylvania
$105K – – –
BFC
979
Bedel Financial Consulting
Indiana
$103K – – –
AWA
980
Arkadios Wealth Advisors
Georgia
$102K +$38.1K +180 +60%
WPA
981
West Paces Advisors
Georgia
$102K – – –
SFPG
982
Stonebridge Financial Planning Group
Florida
$101K -$11.2K -50 -10%
PCG
983
Private Capital Group
Connecticut
$92K -$852 -4 -0.9%
CA
984
Clearstead Advisors
Ohio
$92K +$3.38K +16 +4%
HWA
985
Heritage Wealth Advisors
Virginia
$87.6K +$7.43K +35 +9%
TFM
986
TFC Financial Management
Massachusetts
$84K – – –
AA
987
Ancora Advisors
Ohio
$83K +$29.6K +140 +55%
LWP
988
Lumature Wealth Partners
Georgia
$82K +$211 +1 +0.3%
SSB
989
Sandy Spring Bank
Maryland
$80K -$2.96K -14 -4%
KTC
990
Kistler-Tiffany Companies
Pennsylvania
$78K – – –
SOW
991
State of Wyoming
Wyoming
$77K +$20.3K +96 +36%
WT
992
Washington Trust
Rhode Island
$76K +$2.1K +10 +3%
MCM
993
Manchester Capital Management
Vermont
$73K +$73K +343 New
LC
994
Lindbrook Capital
California
$71K +$211 +1 +0.3%
RFWA
995
RPg Family Wealth Advisory
Massachusetts
$68.1K – – –
PFBT
996
Parkside Financial Bank & Trust
Missouri
$68K +$426 +2 +0.6%
GFPC
997
Global Financial Private Client
Florida
$64K – – –
GI
998
Gradient Investments
Minnesota
$64K -$3.8K -18 -6%
TCM
999
Tradewinds Capital Management
Washington
$64K – – –
EIP
1000
Ellis Investment Partners
Pennsylvania
$64K – – –
38 39
40
41 42