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Dollar Tree
DLTR

Overview Fund Activity

726 hedge funds and large institutions have $22.7B invested in Dollar Tree in 2023 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 230 increasing their positions, 297 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
-35
Holders Change %
-4.6%
% of All Funds
11.58%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
83
Increased
230
Reduced
297
Closed
111
Calls
$545M
Puts
$559M
Net Calls
-$14.6M
Net Calls Change
-$220M

Top Buyers

1
EIG
EdgePoint Investment Group
Ontario, Canada
+$138M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$98.2M
3
Ameriprise
Ameriprise
Minnesota
+$78.2M
4
Citadel Advisors
Citadel Advisors
Florida
+$70.1M
5
MIP
Mondrian Investment Partners
United Kingdom
+$69M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$233M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$231M
3
Capital World Investors
Capital World Investors
California
-$198M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$170M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
251
Element Capital Management
New York
$2.47M -$486K -4,570 -16%
AQR Capital Management
252
AQR Capital Management
Connecticut
$2.47M +$1.16M +10,943 +90%
IMPI
253
Ilmarinen Mutual Pension Insurance
Finland
$2.42M – – –
SYBT
254
Stock Yards Bank & Trust
Kentucky
$2.23M +$1.38K +13 +0.1%
PSC
255
Portman Square Capital
United Kingdom
$2.2M +$1.56M +14,615 +243%
GIBU
256
Gulf International Bank (UK)
United Kingdom
$2.15M -$238K -2,239 -10%
VanEck Associates
257
VanEck Associates
New York
$2.13M +$149K +1,404 +8%
GKFF
258
George Kaiser Family Foundation
Oklahoma
$2.11M +$929K +8,729 +78%
WMSA
259
Weiss Multi-Strategy Advisers
New York
$2.07M -$1.84M -17,295 -47%
HW
260
Hedeker Wealth
Illinois
$2.07M -$2.18M -20,452 -51%
KBC Group
261
KBC Group
Belgium
$2.06M -$340K -3,193 -14%
Corient Private Wealth
262
Corient Private Wealth
Florida
$2.06M -$1.67M -15,750 -45%
BCIM
263
British Columbia Investment Management
British Columbia, Canada
$2.03M -$97.3K -914 -5%
SMDAM
264
Sumitomo Mitsui DS Asset Management
Japan
$2.02M +$9.69K +91 +0.5%
SC
265
Scotia Capital
Ontario, Canada
$2M +$1.65M +15,526 +480%
O
266
Ossiam
France
$1.99M -$400K -3,754 -17%
BAM
267
Blueshift Asset Management
New Jersey
$1.97M +$912K +8,568 +86%
IGAM
268
iA Global Asset Management
Quebec, Canada
$1.95M +$505K +4,747 +35%
CA
269
Callahan Advisors
Texas
$1.94M -$1.96M -18,397 -50%
AF
270
Arrow Financial
New York
$1.94M -$82.1K -771 -4%
CIBC Private Wealth Group
271
CIBC Private Wealth Group
Georgia
$1.94M -$66.9K -628 -3%
Schroder Investment Management Group
272
Schroder Investment Management Group
United Kingdom
$1.92M -$62.7K -589 -3%
TRCT
273
Tower Research Capital (TRC)
New York
$1.9M +$849K +7,974 +81%
SAM
274
Smithbridge Asset Management
Pennsylvania
$1.88M -$143K -1,344 -7%
Mercer Global Advisors
275
Mercer Global Advisors
Colorado
$1.88M +$260K +2,446 +16%
9 10
11
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