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Dollar General
DG

Overview Fund Activity

1,224 hedge funds and large institutions have $51.3B invested in Dollar General in 2021 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 430 increasing their positions, 413 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,224
Holders Change
+93
Holders Change %
+8.22%
% of All Funds
18.9%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.39%
New
186
Increased
430
Reduced
413
Closed
71
Calls
$555M
Puts
$666M
Net Calls
-$111M
Net Calls Change
-$68.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.37B
2
Morgan Stanley
Morgan Stanley
New York
$942M
3
Capital International Investors
Capital International Investors
California
$1.69B
4
OAG
Orbis Allan Gray
Bermuda
$498M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.7B

Top Sellers

1
A
AustralianSuper
Australia
$0
2
BI
BlueSpruce Investments
Illinois
$637M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$183M
4
SIG
Senator Investment Group
New York
$0
5
Renaissance Technologies
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRH
976
Edmond de Rothschild Holding
Switzerland
$234K -$55.6K -235 -19%
BFPW
977
BOK Financial Private Wealth
Colorado
$234K +$234K +994 New
BHBT
978
Burke & Herbert Bank & Trust
Virginia
$233K – – –
GC
979
Gilbert & Cook
Iowa
$233K +$10.9K +46 +5%
EI
980
Ellevest Inc
New York
$233K +$14.4K +61 +7%
EWM
981
Evercore Wealth Management
New York
$230K – – –
SB
982
Simmons Bank
Arkansas
$230K – – –
CA
983
CoreCap Advisors
Michigan
$230K +$230K +977 New
BG
984
Bahl & Gaynor
Ohio
$229K – – –
HIC
985
Holderness Investments Company
North Carolina
$229K – – –
ARG
986
Advisory Resource Group
Oklahoma
$227K +$625 +3 +0.3%
PWM
987
Perigon Wealth Management
California
$226K -$43.1K -183 -16%
CFA
988
Carroll Financial Associates
North Carolina
$226K +$18.6K +83 +9%
KCM
989
Kathmere Capital Management
Pennsylvania
$225K -$18.6K -79 -8%
HCMT
990
Highland Capital Management (Tennessee)
Tennessee
$225K -$2.12K -9 -0.9%
AFWM
991
AMJ Financial Wealth Management
Virginia
$225K – – –
PWM
992
Provident Wealth Management
Tennessee
$224K – – –
GIM
993
Groesbeck Investment Management
New Jersey
$224K +$224K +950 New
EM
994
Excalibur Management
Massachusetts
$223K -$50.9K -216 -19%
AIS
995
AM Investment Strategies
Tennessee
$223K +$223K +944 New
PP
996
PDS Planning
Ohio
$222K -$37K -157 -14%
AIP
997
Almanack Investment Partners
Pennsylvania
$222K -$706 -3 -0.3%
FFC
998
First Financial Corp
Indiana
$222K – – –
GG
999
Gleason Group
Kentucky
$222K +$236 +1 +0.1%
CI
1000
CX Institutional
Indiana
$222K +$87.3K +370 +65%
38 39
40
41 42