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Dollar General
DG

Overview Fund Activity

1,028 hedge funds and large institutions have $20.8B invested in Dollar General in 2023 Q3 according to their latest regulatory filings, with 141 funds opening new positions, 379 increasing their positions, 404 reducing their positions, and 254 closing their positions.

Holders
1,028
Holders Change
-126
Holders Change %
-10.92%
% of All Funds
16.39%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
141
Increased
379
Reduced
404
Closed
254
Calls
$783M
Puts
$940M
Net Calls
-$157M
Net Calls Change
-$111M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.3B
2
Capital World Investors
2
Capital World Investors
California
$1.37B
3
Capital International Investors
3
Capital International Investors
California
$1.74B
4
Renaissance Technologies
4
Renaissance Technologies
New York
$154M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$152M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$134M
2
SGA
2
Sustainable Growth Advisers
Connecticut
$0
3
VNIM
3
Vaughan Nelson Investment Management
Texas
$0
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$47.3M
5
Holocene Advisors
5
Holocene Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWS
1001
Buck Wealth Strategies
Colorado
$1.52K – – –
AA
1002
Addison Advisors
Vermont
$1.27K +$1.27K +12 New
APC
1003
Aspire Private Capital
North Carolina
$1.27K – – –
SIC
1004
SJS Investment Consulting
Ohio
$1.16K +$317 +3 +38%
SWA
1005
SOA Wealth Advisors
New York
$1.06K – – –
TCA
1006
Trifecta Capital Advisors
Illinois
$1.06K -$66.1K -625 -98%
FPFS
1007
First Personal Financial Services
North Carolina
$1.06K +$1.06K +10 New
TWP
1008
TFO Wealth Partners
Ohio
$1.02K +$849 +5 +500%
FPB
1009
First PREMIER Bank
South Dakota
$1K – – –
SIA
1010
SkyView Investment Advisors
New Jersey
$1K +$1K +13 New
TFM
1011
TFC Financial Management
Massachusetts
$847 -$32.6K -308 -97%
IHWM
1012
Iron Horse Wealth Management
Iowa
$846 +$846 +8 New
CTWM
1013
Cherry Tree Wealth Management
Minnesota
$741 -$212 -2 -22%
TAM
1014
Tucker Asset Management
Colorado
$741 +$212 +2 +40%
RCM
1015
Raleigh Capital Management
North Carolina
$732 +$732 +7 New
ECM
1016
Everence Capital Management
Indiana
$681 +$213 +2,010 +45%
TF
1017
Tompkins Financial
New York
$635 – – –
DWA
1018
Delos Wealth Advisors
Texas
$554 – – –
PCTC
1019
Perkins Coie Trust Company
Washington
$529 +$529 +5 New
JWM
1020
Janiczek Wealth Management
Colorado
$424 -$2.65K -25 -86%
TWD
1021
True Wealth Design
Ohio
$424 – – –
AFG
1022
Albion Financial Group
Utah
$318 – – –
WA
1023
WestEnd Advisors
North Carolina
$317 +$317 +3 New
HWP
1024
Highline Wealth Partners
California
$212 – – –
CPG
1025
Cornerstone Planning Group
New Jersey
$212 +$212 +2 New
39 40
41
42 43