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Dollar General
DG

Overview Fund Activity

1,267 hedge funds and large institutions have $49.9B invested in Dollar General in 2022 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 517 increasing their positions, 425 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,267
Holders Change
+12
Holders Change %
+0.96%
% of All Funds
20.44%
Holding in Top 10
36
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-26.53%
% of All Funds
0.58%
New
135
Increased
517
Reduced
425
Closed
104
Calls
$734M
Puts
$1.01B
Net Calls
-$273M
Net Calls Change
-$46.5M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$436M
2
Morgan Stanley
Morgan Stanley
New York
+$325M
3
SGA
Sustainable Growth Advisers
Connecticut
+$220M
4
A
AustralianSuper
Australia
+$217M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$165M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$826M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$521M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$329M
4
Marshall Wace
Marshall Wace
United Kingdom
-$186M
5
OAG
Orbis Allan Gray
Bermuda
-$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
1001
Douglass Winthrop Advisors
New York
$243K -$2.95K -12 -1%
IAIM
1002
International Assets Investment Management
Florida
$243K +$243K +986 New
CA
1003
Calton & Associates
Florida
$242K +$242K +984 New
FSC
1004
Full Sail Capital
Oklahoma
$242K +$3.2K +13 +1%
AT
1005
Arvest Trust
Oklahoma
$240K -$9.11K -37 -4%
CS
1006
Capital Square
Tennessee
$239K +$8.87K +36 +4%
PCM
1007
Prelude Capital Management
New York
$239K -$246K -1,000 -51%
EWM
1008
Evercore Wealth Management
New York
$239K -$130K -529 -35%
HIC
1009
Holderness Investments Company
North Carolina
$239K – – –
GSC
1010
G&S Capital
Colorado
$239K +$492 +2 +0.2%
LFA
1011
Legacy Financial Advisors
Kentucky
$238K +$22.7K +92 +11%
FCA
1012
Fortis Capital Advisors
Kansas
$237K +$237K +963 New
PWM
1013
Provident Wealth Management
Tennessee
$237K – – –
FFA
1014
First Foundation Advisors
California
$236K +$7.63K +31 +3%
RFN
1015
RDA Financial Network
Iowa
$236K +$236K +959 New
TWM
1016
Tradition Wealth Management
Minnesota
$236K +$739 +3 +0.3%
CA
1017
CoreCap Advisors
Michigan
$235K -$519K -2,108 -69%
HCMT
1018
Highland Capital Management (Tennessee)
Tennessee
$235K – – –
GG
1019
Gleason Group
Kentucky
$234K +$739 +3 +0.3%
BG
1020
Bahl & Gaynor
Ohio
$233K +$15.8K +64 +7%
SWP
1021
Strategic Wealth Partners
Ohio
$232K – – –
LIA
1022
LBMC Investment Advisors
Tennessee
$230K +$2.46K +10 +1%
ADL
1023
Asset Dedication LLC
California
$229K +$6.21K +27 +3%
SDWIA
1024
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$227K – – –
SC
1025
Scholtz & Company
Connecticut
$227K +$25.6K +104 +13%
39 40
41
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