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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 %
SRC
1301
Shufro Rose & Co
New York
– – -1,000 Closed
TDC
1302
Thompson Davis & Co
Virginia
– – -1,000 Closed
HWA
1303
Heartwood Wealth Advisors
Virginia
– – -1,000 Closed
ST
1304
Spinnaker Trust
Maine
– – -1,000 Closed
FFM
1305
Forum Financial Management
Illinois
– – -996 Closed
GIM
1306
Groesbeck Investment Management
New Jersey
– – -992 Closed
FMWA
1307
Forvis Mazars Wealth Advisors
Missouri
– – -986 Closed
SWP
1308
Strategic Wealth Partners
Ohio
– – -983 Closed
CCM
1309
Carlson Capital Management
Minnesota
– – -983 Closed
PWP
1310
Phillips Wealth Planners
Mississippi
– – -982 Closed
AT
1311
Arvest Trust
Oklahoma
– – -980 Closed
RWM
1312
Ritholtz Wealth Management
New York
– – -975 Closed
HPM
1313
Hoxton Planning & Management
West Virginia
– – -973 Closed
GSC
1314
G&S Capital
Colorado
– – -973 Closed
FSC
1315
Full Sail Capital
Oklahoma
– – -972 Closed
HIC
1316
Holderness Investments Company
North Carolina
– – -970 Closed
RFN
1317
RDA Financial Network
Iowa
– – -965 Closed
PP
1318
PDS Planning
Ohio
– – -965 Closed
EWM
1319
Evercore Wealth Management
New York
– – -959 Closed
PWM
1320
Provident Wealth Management
Tennessee
– – -958 Closed
FAG
1321
Fortitude Advisory Group
Washington
– – -953 Closed
MIA
1322
Milestone Investment Advisors
Wisconsin
– – -439 Closed
TFA
1323
Toth Financial Advisory
Virginia
– – -246 Closed
GCM
1324
Goldstream Capital Management
Hong Kong
– – -207 Closed
CT
1325
Cambridge Trust
Massachusetts
– – -186 Closed
51 52
53
54 55