DG icon

Dollar General
DG

Overview Fund Activity

1,155 hedge funds and large institutions have $34.2B invested in Dollar General in 2023 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 421 increasing their positions, 481 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,155
Holders Change
-75
Holders Change %
-6.1%
% of All Funds
18.21%
Holding in Top 10
14
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-46.15%
% of All Funds
0.22%
New
126
Increased
421
Reduced
481
Closed
191
Calls
$576M
Puts
$622M
Net Calls
-$46.1M
Net Calls Change
-$143M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.83B
2
Capital International Investors
Capital International Investors
California
$2.56B
3
LP
Longview Partners
Guernsey
$460M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$874M
5
Holocene Advisors
Holocene Advisors
New York
$203M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.14B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$698M
3
AllianceBernstein
AllianceBernstein
Tennessee
$47.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$737K
5
Lazard Asset Management
Lazard Asset Management
New York
$25.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRH
1001
Edmond de Rothschild Holding
Switzerland
$57.7K -$21.2K -125 -27%
FA
1002
Fiduciary Alliance
South Carolina
$57.2K +$57.2K +337 New
NSIM
1003
North Star Investment Management
Illinois
$56.4K – – –
TFM
1004
TFC Financial Management
Massachusetts
$53.7K -$170 -1 -0.3%
FMB
1005
Field & Main Bank
Kentucky
$53.5K – – –
PPWM
1006
PFG Private Wealth Management
Florida
$53.1K +$49.4K +291 +1,323%
BWA
1007
BDO Wealth Advisors
Florida
$52.5K +$5.94K +35 +13%
SSB
1008
Sandy Spring Bank
Maryland
$52.1K – – –
FFA
1009
Farther Finance Advisors
California
$52.1K +$9K +53 +21%
HWA
1010
HHM Wealth Advisors
Tennessee
$49.7K – – –
SSG
1011
Summit Securities Group
New York
$49K -$26K -152 -35%
AA
1012
Ancora Advisors
Ohio
$48.4K – – –
HWA
1013
Heritage Wealth Advisors
Virginia
$47.6K +$170 +1 +0.4%
ME
1014
McIlrath & Eck
Washington
$47.4K +$25.5K +150 +116%
SIC
1015
Salem Investment Counselors
North Carolina
$47K -$1.02K -6 -2%
MHR
1016
Matthew Hamilton Rosenberg
$46.2K -$127K -749 -73%
TCOV
1017
Trust Company of Vermont
Vermont
$45K -$7.81K -46 -15%
DAM
1018
Delta Asset Management
Tennessee
$43.1K -$1.7K -10 -4%
WP
1019
WealthPLAN Partners
Nebraska
$42.8K -$29K -171 -40%
CCA
1020
Column Capital Advisors
Indiana
$42.6K – – –
DF
1021
DecisionPoint Financial
Arizona
$41.8K +$36.3K +214 +669%
CFO
1022
CVA Family Office
Colorado
$40.9K +$8.15K +48 +25%
CP
1023
Castleview Partners
Texas
$40.9K +$33.8K +199 +474%
VWM
1024
Venturi Wealth Management
Texas
$40.6K -$9.68K -57 -19%
GWS
1025
Glassman Wealth Services
Virginia
$40.1K -$19.5K -115 -33%
39 40
41
42 43