DLTR icon

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 %
BCM
301
Beck Capital Management
Texas
$2.39M +$469K +3,270 +24%
BFIC
302
Bedell Frazier Investment Counselling
California
$2.37M +$33.4K +233 +1%
KRS
303
Kentucky Retirement Systems
Kentucky
$2.36M -$22.5K -157 -0.9%
RJFSA
304
Raymond James Financial Services Advisors
Florida
$2.27M -$1.6M -11,154 -41%
SEIA
305
Signature Estate & Investment Advisors
California
$2.23M +$114K +792 +5%
GAM
306
Gotham Asset Management
New York
$2.21M +$2.21M +15,372 New
Truist Financial
307
Truist Financial
North Carolina
$2.11M -$230K -1,605 -10%
AWM
308
AE Wealth Management
Kansas
$2.04M -$25K -174 -1%
OAM
309
Ostrum Asset Management
France
$2.04M +$2.04M +14,183 New
TWC
310
TD Waterhouse Canada
Ontario, Canada
$2.02M +$661K +4,393 +49%
GIA
311
GHP Investment Advisors
Colorado
$2M +$78.8K +549 +4%
IAA
312
Independent Advisor Alliance
North Carolina
$1.99M -$100K -698 -5%
Nordea Investment Management
313
Nordea Investment Management
Sweden
$1.98M -$87.2K -611 -4%
TC
314
TownSquare Capital
Utah
$1.97M +$32K +223 +2%
AC
315
Avenir Corporation
Virginia
$1.96M – – –
HT
316
HAP Trading
New York
$1.95M +$1.95M +13,613 New
AI
317
Aperture Investors
New York
$1.94M +$538K +3,750 +38%
EHWM
318
Eads & Heald Wealth Management
Georgia
$1.94M -$20.8K -145 -1%
AI
319
Atria Investments
North Carolina
$1.91M -$261K -1,816 -12%
IAIM
320
Industrial Alliance Investment Management
Quebec, Canada
$1.91M -$272K -1,895 -12%
PAM
321
Paradigm Asset Management
New York
$1.91M – – –
GKFF
322
George Kaiser Family Foundation
Oklahoma
$1.91M – – –
Wealth Enhancement Advisory Services
323
Wealth Enhancement Advisory Services
Minnesota
$1.89M +$1.89M +13,190 New
BAM
324
Blueshift Asset Management
New Jersey
$1.89M +$137K +953 +8%
CWM
325
CIBC World Markets
New York
$1.89M -$48.7M -339,229 -96%
11 12
13
14 15