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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 Market Value Shares Shares
Change 		Shares
Change %
CWP
1301
Capital Wealth Planning
Florida
– – -1,242 Closed
CIA
1302
Capital Investment Advisors
Georgia
– – -1,187 Closed
YMRC
1303
Yorktown Management & Research Company
Virginia
– – -1,175 Closed
AFP
1304
Ausdal Financial Partners
Iowa
– – -1,155 Closed
Group One Trading
1305
Group One Trading
Illinois
– – -1,134 Closed
LWM
1306
Laidlaw Wealth Management
New York
– – -1,131 Closed
EWM
1307
Empirical Wealth Management
Washington
– – -1,112 Closed
QI
1308
Qtron Investments
Massachusetts
– – -1,093 Closed
AA
1309
AJ Advisors
Tennessee
– – -1,069 Closed
PCP
1310
Proficio Capital Partners
Massachusetts
– – -1,065 Closed
BWA
1311
Beam Wealth Advisors
Louisiana
– – -1,055 Closed
BFM
1312
Boston Financial Management
Massachusetts
– – -1,016 Closed
OWM
1313
OneAscent Wealth Management
Alabama
– – -1,012 Closed
DWA
1314
Douglass Winthrop Advisors
New York
– – -988 Closed
EFG
1315
Everhart Financial Group
Ohio
– – -987 Closed
GIA
1316
Gladstone Institutional Advisory
Florida
– – -987 Closed
IAIM
1317
International Assets Investment Management
Florida
– – -986 Closed
CA
1318
Calton & Associates
Florida
– – -984 Closed
PCM
1319
Prelude Capital Management
New York
– – -971 Closed
LFA
1320
Legacy Financial Advisors
Kentucky
– – -968 Closed
FFA
1321
First Foundation Advisors
California
– – -959 Closed
HCMT
1322
Highland Capital Management (Tennessee)
Tennessee
– – -955 Closed
BG
1323
Bahl & Gaynor
Ohio
– – -946 Closed
LIA
1324
LBMC Investment Advisors
Tennessee
– – -933 Closed
SDWIA
1325
Schwarz Dygos Wheeler Investment Advisors
Minnesota
– – -923 Closed
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