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Dollar General
DG

Overview Fund Activity

1,229 hedge funds and large institutions have $42.5B invested in Dollar General in 2023 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 449 increasing their positions, 480 reducing their positions, and 151 closing their positions.

Holders
1,229
Holders Change
-38
Holders Change %
-3%
% of All Funds
19.67%
Holding in Top 10
26
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.78%
% of All Funds
0.42%
New
136
Increased
449
Reduced
480
Closed
151
Calls
$569M
Puts
$472M
Net Calls
+$96.9M
Net Calls Change
+$370M

Top Buyers

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

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.38B
2
Capital World Investors
2
Capital World Investors
California
$1.01B
3
Holocene Advisors
3
Holocene Advisors
New York
$0
4
Invesco
4
Invesco
Georgia
$279M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$457M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
1201
Carolinas Wealth Consulting
North Carolina
$2.95K -$5.89K -28 -67%
TAM
1202
Tucker Asset Management
Colorado
$2.95K +$2.95K +14 New
VWM
1203
Valley Wealth Managers
New Jersey
$2.74K -$220K -1,046 -99%
SWA
1204
SOA Wealth Advisors
New York
$2.11K – – –
CFFP
1205
Center for Financial Planning
Michigan
$2.11K – – –
VNA
1206
Valley National Advisers
Pennsylvania
$2K – – –
PCM
1207
Penserra Capital Management
California
$2K – – –
FIA
1208
FNY Investment Advisers
New York
$2K +$2K +10 New
JGIA
1209
Jackson Grant Investment Advisers
Connecticut
$1.89K +$1.89K +9 New
EWM
1210
Evermay Wealth Management
Virginia
$1.47K +$1.47K +7 New
BAM
1211
Bellevue Asset Management
Washington
$1.47K – – –
MBFW
1212
Morton Brown Family Wealth
Pennsylvania
$1.47K +$1.47K +7 New
FSWA
1213
Financial Synergies Wealth Advisors
Texas
$1.26K – – –
TF
1214
Tompkins Financial
New York
$1.26K – – –
ECM
1215
Everence Capital Management
Indiana
$1.1K -$332 -1,580 -23%
BA
1216
Bellwether Advisors
Nebraska
$1.05K – – –
FPB
1217
First PREMIER Bank
South Dakota
$1K – – –
BAM
1218
Baldrige Asset Management
Pennsylvania
$1K +$1K +3 New
AW
1219
Avion Wealth
Texas
$1K +$1K +8 New
DWA
1220
Delos Wealth Advisors
Texas
$842 – – –
TWD
1221
True Wealth Design
Ohio
$842 – – –
AFG
1222
Albion Financial Group
Utah
$632 – – –
WA
1223
WestEnd Advisors
North Carolina
$631 -$246 -1 Closed
UFF
1224
USA Financial Formulas
Michigan
$631 +$631 +3 New
SSC
1225
Syverson Strege & Co
Iowa
$547 – – –
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