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Dollar General
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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.

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 %
LWP
1001
Lumature Wealth Partners
Georgia
$79K +$79K +392 New
HWA
1002
Heritage Wealth Advisors
Virginia
$76.6K +$26.9K +133 +54%
TCOV
1003
Trust Company of Vermont
Vermont
$76K – – –
KTC
1004
Kistler-Tiffany Companies
Pennsylvania
$70K – – –
SSB
1005
Sandy Spring Bank
Maryland
$68K -$3.22K -16 -5%
FCA
1006
FinTrust Capital Advisors
South Carolina
$68K – – –
LC
1007
Lindbrook Capital
California
$67K +$2.65K +13 +4%
KFI
1008
Key Financial Inc
Pennsylvania
$63K – – –
EIP
1009
Ellis Investment Partners
Pennsylvania
$62K – – –
CAM
1010
CenterStar Asset Management
Illinois
$62K – – –
BFC
1011
Bedel Financial Consulting
Indiana
$62K +$20.7K +102 +50%
GFPC
1012
Global Financial Private Client
Florida
$61.9K – – –
TCM
1013
Tradewinds Capital Management
Washington
$61K – – –
SWM
1014
Selective Wealth Management
Virginia
$61K +$40.7K +200 +200%
TC
1015
Tacita Capital
Ontario, Canada
$61K +$61K +300 New
PFBT
1016
Parkside Financial Bank & Trust
Missouri
$60K -$27.5K -136 -31%
GLLW
1017
Graves Light Lenhart Wealth
Virginia
$60K +$8.05K +40 +16%
BWA
1018
BDO Wealth Advisors
Florida
$59K +$37.6K +184 +175%
FAM
1019
Fred Alger Management
New York
$58K – – –
PWA
1020
Phoenix Wealth Advisors
North Carolina
$56K – – –
LFG
1021
Larson Financial Group
Missouri
$56K – – –
NSIM
1022
North Star Investment Management
Illinois
$56K – – –
ADL
1023
Asset Dedication LLC
California
$55K -$2.24K -11 -4%
PMFA
1024
Plante Moran Financial Advisors
Michigan
$55K -$1.21K -6 -2%
WT
1025
Washington Trust
Rhode Island
$53K – – –
39 40
41
42 43