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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 %
GI
1001
Gradient Investments
Minnesota
$69K -$5.64M -26,217 -99%
LWM
1002
Liberty Wealth Management
California
$69K -$33.3K -154 -33%
PFBT
1003
Parkside Financial Bank & Trust
Missouri
$69K +$4.35K +20 +7%
GFPC
1004
Global Financial Private Client
Florida
$66.7K – – –
TCM
1005
Tradewinds Capital Management
Washington
$65K – – –
EIP
1006
Ellis Investment Partners
Pennsylvania
$65K – – –
AWA
1007
Arkadios Wealth Advisors
Georgia
$65K +$31K +144 +91%
FAM
1008
Fred Alger Management
New York
$62K – – –
GLLW
1009
Graves Light Lenhart Wealth
Virginia
$61K -$3.69K -17 -6%
PWA
1010
Phoenix Wealth Advisors
North Carolina
$61K – – –
NSIM
1011
North Star Investment Management
Illinois
$60K – – –
BWA
1012
BDO Wealth Advisors
Florida
$59K -$3.23K -15 -5%
LFG
1013
Larson Financial Group
Missouri
$59K – – –
SOW
1014
State of Wyoming
Wyoming
$58K -$73.6K -340 -56%
ADL
1015
Asset Dedication LLC
California
$58K – – –
AA
1016
Ancora Advisors
Ohio
$55K +$37.2K +171 +209%
FMB
1017
Field & Main Bank
Kentucky
$54K – – –
MA
1018
Montag & Associates
Georgia
$53K -$33.9K -156 -39%
FCA
1019
FinTrust Capital Advisors
South Carolina
$52K -$21.8K -100 -30%
BFA
1020
Brendel Financial Advisors
New Hampshire
$52K +$52K +239 New
RFA
1021
Reilly Financial Advisors
California
$51K – – –
MA
1022
MUFG Americas
New York
$50K – – –
RIM
1023
Rockbridge Investment Management
New York
$48K +$217 +1 +0.5%
AIM
1024
Arcadia Investment Management
Michigan
$48K +$4.56K +21 +11%
GWS
1025
Glassman Wealth Services
Virginia
$47K +$4.08K +19 +10%
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