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Dollar General
DG

Overview Fund Activity

1,230 hedge funds and large institutions have $42.5B invested in Dollar General in 2023 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 449 increasing their positions, 480 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,230
Holders Change
-37
Holders Change %
-2.92%
% of All Funds
19.69%
Holding in Top 10
26
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.78%
% of All Funds
0.42%
New
137
Increased
449
Reduced
480
Closed
151
Calls
$569M
Puts
$472M
Net Calls
+$96.9M
Net Calls Change
+$370M

Top Buyers

1
BlackRock
BlackRock
New York
$4.12B
2
Citadel Advisors
Citadel Advisors
Florida
$344M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$526M
4
Renaissance Technologies
Renaissance Technologies
New York
$215M
5
State Street
State Street
Massachusetts
$2.06B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.38B
2
Capital World Investors
Capital World Investors
California
$1.01B
3
Holocene Advisors
Holocene Advisors
New York
$0
4
Invesco
Invesco
Georgia
$279M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$457M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
1001
Heartwood Wealth Advisors
Virginia
$210K – – –
LFM
1002
LGT Fund Management
Liechtenstein
$210K – – –
ST
1003
Spinnaker Trust
Maine
$210K – – –
DBIA
1004
Dumont & Blake Investment Advisors
New Jersey
$210K – – –
PWM
1005
Perigon Wealth Management
California
$210K -$56.2K -267 -21%
FFM
1006
Forum Financial Management
Illinois
$210K +$1.68K +8 +0.8%
GIM
1007
Groesbeck Investment Management
New Jersey
$209K – – –
FMWA
1008
Forvis Mazars Wealth Advisors
Missouri
$208K +$208K +986 New
SWP
1009
Strategic Wealth Partners
Ohio
$207K +$8.42K +40 +4%
CCM
1010
Carlson Capital Management
Minnesota
$207K -$1.47K -7 -0.7%
AT
1011
Arvest Trust
Oklahoma
$206K +$1.47K +7 +0.7%
RWM
1012
Ritholtz Wealth Management
New York
$205K -$794K -3,772 -79%
HPM
1013
Hoxton Planning & Management
West Virginia
$205K -$19.2K -91 -9%
GSC
1014
G&S Capital
Colorado
$205K +$842 +4 +0.4%
FSC
1015
Full Sail Capital
Oklahoma
$205K -$2.11K -10 -1%
HIC
1016
Holderness Investments Company
North Carolina
$204K – – –
PP
1017
PDS Planning
Ohio
$203K +$203K +965 New
RFN
1018
RDA Financial Network
Iowa
$203K +$1.26K +6 +0.6%
EWM
1019
Evercore Wealth Management
New York
$202K -$2.53K -12 -1%
PWM
1020
Provident Wealth Management
Tennessee
$202K -$842 -4 -0.4%
GRP
1021
Global Retirement Partners
California
$201K +$42.3K +195 +27%
FAG
1022
Fortitude Advisory Group
Washington
$201K +$201K +953 New
GG
1023
Gleason Group
Kentucky
$200K +$421 +2 +0.2%
KFI
1024
Key Financial Inc
Pennsylvania
$196K – – –
NL
1025
NVWM LLC
Pennsylvania
$187K +$36.2K +172 +24%
39 40
41
42 43