undamentalytics Newsletter

Dollar General: which funds bought and sold

Institutions that bought and sold Dollar General shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 526 institutions that filed 13F reports for both quarters added to or opened positions in Dollar General, and 541 cut or closed them. Together they added a net 1.7M shares, +0.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 7.7M shares (+16.5%); index fund managers were net sellers of 1.9M shares (−2.6%). 104 opened a new position and 125 sold out entirely.

Bought, Q2 2026 526 institutions, 104 of them new holders Sold, Q2 2026 541 institutions, 125 of them sold out
Net change, all compared +1.7M shares (+0.8%)
Net change, active managers +7.7M shares (+16.5%), 41 bought, 38 sold

Buyers versus sellers

institutions compared, 1,234
Active managers and hedge funds 41 bought · 38 sold · +7.7M
Index fund managers 9 bought · 3 sold · −1.9M
Other institutions 476 bought · 500 sold · −4.1M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
First Eagle Investment Management, LLC Active manager +4.5M +102.0% 9.0M $1B
Pzena Investment Management LLC Active manager +3.3M +48.2% 10.2M $1.2B
Invesco Ltd. +1.8M +66.2% 4.6M $525M
Nordea Investment Management AB +1.5M +89.3% 3.1M $358M
Caisse De Depot Et Placement Du Quebec +1.1M +160.6% 1.8M $206M
Balyasny Asset Management L.P. Hedge fund +925K +7663.7% 937K $108M
Holocene Advisors, LP Hedge fund +919K +78.7% 2.1M $240M
Citadel Advisors LLC Hedge fund +819K +462.6% 997K $115M
Alecta Tjanstepension Omsesidigt +618K +103.7% 1.2M $140M
ACR Alpine Capital Research, LLC Active manager +605K +53.9% 1.7M $199M
Vanguard Portfolio Management LLC Index funds +597K +5.5% 11.5M $1.3B
Jane Street Group, LLC +530K +441.6% 650K $74.8M
Millennium Management LLC Hedge fund +451K +107.6% 869K $100M
UBS Group AG +422K +22.6% 2.3M $263M
Allianz Asset Management Gmbh +336K +14.5% 2.6M $311M
Life Cycle Investment Partners Ltd +336K +14.9% 2.6M $298M
Sunriver Management LLC +333K New position 333K $38.3M
Estuary Capital Management LP +329K New position 329K $37.9M
Freestone Grove Partners LP Hedge fund +320K New position 320K $36.9M
Dimensional Fund Advisors LP +308K +11.0% 3.1M $358M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Jpmorgan Chase & Co −5.0M −84.5% 913K $107M
Blackrock, Inc. Index funds −2.4M −9.5% 23.0M $2.6B
Robeco Institutional Asset Management B.V. −2.0M −62.6% 1.2M $136M
Royal Bank Of Canada −1.3M −46.3% 1.5M $168M
Worldquant Millennium Advisors LLC Hedge fund −1.2M −97.9% 26K $3M
Bessemer Group Inc −1.1M −99.3% 7,689 $886,000
Marshall Wace, LLP Hedge fund −944K −42.4% 1.3M $148M
AQR Capital Management LLC Hedge fund −637K −12.3% 4.5M $514M
Qube Research & Technologies Ltd Hedge fund −609K −31.9% 1.3M $150M
Wells Fargo & Company −485K −44.3% 609K $70.1M
State Street Corp Index funds −458K −4.1% 10.7M $1.2B
Capital World Investors Active manager −439K Sold out 0 —
SG Americas Securities, LLC −416K −26.8% 1.1M $131M
Morgan Stanley −413K −9.6% 3.9M $450M
Bank Of America Corp −377K −10.1% 3.3M $385M
Renaissance Technologies LLC Hedge fund −358K −50.8% 347K $39.9M
Schroder Investment Management Group Active manager −343K −30.0% 798K $93.8M
Baillie Gifford & Co Active manager −255K −8.1% 2.9M $334M
Prudential Financial Inc −253K −43.8% 325K $37.4M
Fiera Capital Corp −250K −42.7% 336K $38.7M

New positions

largest by value

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Capital World InvestorsActive manager 439K $52.1M
Adage Capital Partners Gp, L.L.C.Hedge fund 132K $15.7M
Fisher Funds Management Ltd 106K $12.5M
Twin Lions Management LLC 94K $11.1M
Parkwood LLC 84K $10M
Bar Harbor Wealth Management 67K $7.9M
Schonfeld Strategic Advisors LLCHedge fund 64K $7.5M
Xtx Topco Ltd 59K $7M
Prana Capital Management, LPHedge fund 47K $5.6M
Zacks Investment Management 43K $5.1M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
1,127
Ten largest holders
44.3%
of 13F-reported shares
Index fund managers
32.3%
of 13F-reported shares
Active managers and hedge funds
24.6%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 41 38 9 7 +7.7M +16.5%
Index fund managers 9 3 0 0 −1.9M −2.6%
Other institutions 476 500 95 118 −4.1M −4.2%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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