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Dollar Tree
DLTR

Overview Fund Activity

795 hedge funds and large institutions have $31.8B invested in Dollar Tree in 2023 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 236 increasing their positions, 326 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
795
Holders Change
-26
Holders Change %
-3.17%
% of All Funds
12.72%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
74
Increased
236
Reduced
326
Closed
84
Calls
$811M
Puts
$991M
Net Calls
-$180M
Net Calls Change
+$531M

Top Buyers

1
Nomura Holdings
Nomura Holdings
Japan
+$458M
2
Capital World Investors
Capital World Investors
California
+$238M
3
Capital International Investors
Capital International Investors
California
+$236M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$147M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$114M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$145M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$142M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$133M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$123M
5
Morgan Stanley
Morgan Stanley
New York
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
276
CIBC World Market
Ontario, Canada
$2.92M -$1.43M -9,979 -33%
Schroder Investment Management Group
277
Schroder Investment Management Group
United Kingdom
$2.89M +$39.5K +275 +1%
AC
278
Armistice Capital
New York
$2.87M +$2.87M +20,000 New
Mariner
279
Mariner
Kansas
$2.85M +$173K +1,209 +6%
DZ Bank
280
DZ Bank
Germany
$2.83M -$3M -20,879 -51%
BCIM
281
British Columbia Investment Management
British Columbia, Canada
$2.83M -$24.7K -172 -0.9%
SCM
282
Soros Capital Management
New York
$2.82M +$210K +1,460 +8%
CIBC Private Wealth Group
283
CIBC Private Wealth Group
Georgia
$2.73M +$239K +1,664 +10%
JAM
284
Jupiter Asset Management
United Kingdom
$2.73M +$2.73M +19,016 New
SMDAM
285
Sumitomo Mitsui DS Asset Management
Japan
$2.73M +$301K +2,100 +12%
SCM
286
Shelton Capital Management
Colorado
$2.72M +$212K +1,480 +8%
Verition Fund Management
287
Verition Fund Management
Connecticut
$2.68M +$1.74M +12,141 +186%
SAM
288
Smithbridge Asset Management
Pennsylvania
$2.68M +$27.3K +190 +1%
EW
289
Evoke Wealth
California
$2.62M -$246K -1,713 -9%
QCM
290
Quantinno Capital Management
New York
$2.6M -$691K -4,814 -21%
CA
291
Cornerstone Advisors
North Carolina
$2.58M – – –
VanEck Associates
292
VanEck Associates
New York
$2.55M -$630K -4,390 -20%
TAM
293
Tocqueville Asset Management
New York
$2.55M +$14.4K +100 +0.6%
EMPI
294
Elo Mutual Pension Insurance
Finland
$2.54M +$46.4K +323 +2%
CM
295
Capula Management
Cayman Islands
$2.53M +$2.53M +17,608 New
HIMCH
296
Hartford Investment Management Co (HIMCO)
Connecticut
$2.51M +$328K +2,282 +15%
SAM
297
Securian Asset Management
Minnesota
$2.51M -$43.1K -300 -2%
Mercer Global Advisors
298
Mercer Global Advisors
Colorado
$2.42M -$152K -1,058 -6%
MSRPS
299
Maryland State Retirement & Pension System
Maryland
$2.4M – – –
MML Investors Services
300
MML Investors Services
Massachusetts
$2.39M -$973K -6,776 -29%
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