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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.

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 Market Value Shares Shares
Change 		Shares
Change %
NIC
1126
Northwest Investment Counselors
Oregon
$2.55K 15 – –
BWS
1127
Buck Wealth Strategies
Colorado
$2.44K 14 – –
CWC
1128
Carolinas Wealth Consulting
North Carolina
$2.38K 14 – –
VWM
1129
Valley Wealth Managers
New Jersey
$2.21K 13 – –
APC
1130
Aspire Private Capital
North Carolina
$2.04K 12 -22 -65%
VNA
1131
Valley National Advisers
Pennsylvania
$2K 9 – –
SWA
1132
SOA Wealth Advisors
New York
$1.7K 10 – –
CFFP
1133
Center for Financial Planning
Michigan
$1.7K 10 – –
CTWM
1134
Cherry Tree Wealth Management
Minnesota
$1.44K 9 +9 New
SIC
1135
SJS Investment Consulting
Ohio
$1.36K 8 -14 -64%
BAM
1136
Bellevue Asset Management
Washington
$1.19K 7 – –
MTIC
1137
Missouri Trust & Investment Company
Missouri
$1.02K 6 -54 -90%
TF
1138
Tompkins Financial
New York
$1.02K 6 – –
AW
1139
Avion Wealth
Texas
$1K 6 -2 -25%
FPB
1140
First PREMIER Bank
South Dakota
$1K 5 – –
SF
1141
Safeguard Financial
Wisconsin
$1K 3 +3 New
TFGT
1142
TS Financial Group (TSFG)
Illinois
$1K 6 +6 New
TAM
1143
Tucker Asset Management
Colorado
$849 5 -9 -64%
BCPWM
1144
Bradley & Co Private Wealth Management
Florida
$849 5 +5 New
2L
1145
25 LLC
Missouri
$829 5 +3 +150%
CA
1146
Crewe Advisors
Utah
$680 4 -52 -93%
TWD
1147
True Wealth Design
Ohio
$680 4 – –
DWA
1148
Delos Wealth Advisors
Texas
$680 4 – –
AFG
1149
Albion Financial Group
Utah
$510 3 – –
GJIA
1150
Glass Jacobson Investment Advisors
Maryland
$510 3 +3 New
44 45
46
47 48