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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
$730M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$148M
3
Ameriprise
Ameriprise
Minnesota
$134M
4
Citadel Advisors
Citadel Advisors
Florida
$168M
5
MIP
Mondrian Investment Partners
United Kingdom
$88.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$725M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
$0
3
Capital World Investors
Capital World Investors
California
$1.82B
4
Capital Research Global Investors
Capital Research Global Investors
California
$43.5M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
276
Tocqueville Asset Management
New York
$1.87M -$17.4K -163 -0.9%
KRS
277
Kentucky Retirement Systems
Kentucky
$1.87M +$86.5K +813 +5%
EMPI
278
Elo Mutual Pension Insurance
Finland
$1.87M -$72.6K -682 -4%
PA
279
Profund Advisors
Maryland
$1.74M +$404K +3,793 +30%
OPERF
280
Oregon Public Employees Retirement Fund
Oregon
$1.73M – – –
Teacher Retirement System of Texas
281
Teacher Retirement System of Texas
Texas
$1.73M -$53.8K -505 -3%
MSRPS
282
Maryland State Retirement & Pension System
Maryland
$1.7M – – –
CA
283
Clearstead Advisors
Ohio
$1.68M +$816K +7,665 +94%
BFIC
284
Bedell Frazier Investment Counselling
California
$1.65M +$13.7K +129 +0.8%
CIBC World Market
285
CIBC World Market
Ontario, Canada
$1.63M +$842K +7,912 +107%
OAM
286
Ostrum Asset Management
France
$1.61M +$100K +941 +7%
Nordea Investment Management
287
Nordea Investment Management
Sweden
$1.59M – – –
SAM
288
Securian Asset Management
Minnesota
$1.59M -$248K -2,326 -13%
Verition Fund Management
289
Verition Fund Management
Connecticut
$1.57M -$205K -1,930 -12%
Creative Planning
290
Creative Planning
Kansas
$1.57M +$221K +2,072 +16%
RJFSA
291
Raymond James Financial Services Advisors
Florida
$1.54M -$86.8K -815 -5%
TC
292
TownSquare Capital
Utah
$1.53M +$45.5K +427 +3%
HIMCH
293
Hartford Investment Management Co (HIMCO)
Connecticut
$1.52M -$35.6K -334 -2%
Capstone Investment Advisors
294
Capstone Investment Advisors
New York
$1.51M +$1.37M +12,846 +953%
CCM
295
Condor Capital Management
New Jersey
$1.51M +$560K +5,257 +59%
GIA
296
GHP Investment Advisors
Colorado
$1.48M -$214K -1,981 -13%
AIM
297
Achmea Investment Management
Netherlands
$1.46M -$98.1K -921 -6%
QCM
298
QRG Capital Management
Illinois
$1.45M +$1.45M +13,643 New
HVP
299
Hudson Value Partners
Florida
$1.4M -$45.3K -426 -3%
EHWM
300
Eads & Heald Wealth Management
Georgia
$1.36M -$39.6K -372 -3%
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