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Dollar General
DG

Overview Fund Activity

1,154 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, 480 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,154
Holders Change
-75
Holders Change %
-6.1%
% of All Funds
18.2%
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
480
Closed
191
Calls
$576M
Puts
$622M
Net Calls
-$46.1M
Net Calls Change
-$143M

Top Buyers

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

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.14B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$698M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$47.1M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$737K
5
Lazard Asset Management
5
Lazard Asset Management
New York
$25.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
POIA
1076
Pin Oak Investment Advisors
Texas
$11K – – –
MA
1077
MCF Advisors
Kentucky
$10.7K +$170 +1 +2%
IUHSA
1078
Itau Unibanco Holding S.A.
Brazil
$10.5K -$170 -1 -2%
BIA
1079
Bell Investment Advisors
California
$10.4K -$3.57K -21 -26%
CWM
1080
Compass Wealth Management
Connecticut
$10K – – –
ADL
1081
Asset Dedication LLC
California
$10K -$66.1K -734 -87%
GKIM
1082
GW&K Investment Management
Massachusetts
$10K +$10K +59 New
TVWM
1083
Tower View Wealth Management
Wisconsin
$9K +$9K +52 New
RTL
1084
Red Tortoise LLC
Georgia
$8.66K +$4.75K +28 +122%
ICM
1085
Islay Capital Management
Texas
$8.49K – – –
SJIM
1086
St. Johns Investment Management
Florida
$8.49K – – –
PCA
1087
Providence Capital Advisors
North Carolina
$8.49K – – –
MRCM
1088
M&R Capital Management
New Jersey
$8.49K +$2.55K +15 +43%
CFS
1089
CGC Financial Services
Oregon
$8.49K +$8.49K +50 New
DAC
1090
Dividend Assets Capital
South Carolina
$8K – – –
M
1091
MOTCO
Texas
$7.98K +$1.7K +10 +27%
EBA
1092
Eagle Bay Advisors
New York
$7.81K -$509 -3 -6%
EWM
1093
Evermay Wealth Management
Virginia
$7.64K +$6.45K +38 +543%
IPW
1094
Impact Partnership Wealth
Georgia
$7.64K +$7.64K +45 New
PK
1095
Pflug Koory
Nebraska
$7.13K – – –
BSC
1096
Brown Shipley & Co
United Kingdom
$7.13K +$7.13K +42 New
PMFA
1097
Plante Moran Financial Advisors
Michigan
$7.05K +$2.02K +12 +40%
FMP
1098
Financial Management Professionals
Texas
$7K -$1K -6 -13%
SWA
1099
Sutton Wealth Advisors
Florida
$6.62K -$340 -2 -5%
BG
1100
Bollard Group
Massachusetts
$6K +$6K +35 New
42 43
44
45 46