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Dollar Tree
DLTR

Overview Fund Activity

761 hedge funds and large institutions have $31.2B invested in Dollar Tree in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 217 increasing their positions, 333 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
-34
Holders Change %
-4.28%
% of All Funds
12%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
57
Increased
217
Reduced
333
Closed
88
Calls
$909M
Puts
$704M
Net Calls
+$205M
Net Calls Change
+$385M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$1.09B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$169M
3
Marshall Wace
Marshall Wace
United Kingdom
$161M
4
Citadel Advisors
Citadel Advisors
Florida
$132M
5
Capital Research Global Investors
Capital Research Global Investors
California
$287M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$2.72B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$218M
3
Amundi
Amundi
France
$109M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$66.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
301
Independent Advisor Alliance
North Carolina
$1.95M -$41.9K -292 -2%
APF
302
Alaska Permanent Fund
Alaska
$1.93M +$1.93M +13,437 New
EHWM
303
Eads & Heald Wealth Management
Georgia
$1.88M -$56.4K -393 -3%
VPIM
304
Vanguard Personalized Indexing Management
California
$1.83M -$29.6K -206 -2%
JPMPWA
305
J.P. Morgan Private Wealth Advisors
California
$1.82M -$1.19M -8,269 -39%
Creative Planning
306
Creative Planning
Kansas
$1.81M -$27.7K -193 -2%
PA
307
Profund Advisors
Maryland
$1.81M +$86.7K +604 +5%
EDRH
308
Edmond de Rothschild Holding
Switzerland
$1.8M – – –
AI
309
Atria Investments
North Carolina
$1.77M -$137K -956 -7%
CAPTRUST Financial Advisors
310
CAPTRUST Financial Advisors
North Carolina
$1.77M -$81.7K -569 -4%
Wealth Enhancement Advisory Services
311
Wealth Enhancement Advisory Services
Minnesota
$1.76M -$130K -907 -7%
AQR Capital Management
312
AQR Capital Management
Connecticut
$1.75M +$1.2M +8,383 +219%
CGH
313
Crossmark Global Holdings
Texas
$1.74M -$30K -197 -2%
WB
314
WesBanco Bank
West Virginia
$1.74M +$92.1K +642 +6%
DC
315
Davenport & Co
Virginia
$1.73M -$146K -1,020 -8%
M&T Bank
316
M&T Bank
New York
$1.73M -$18.8K -131 -1%
SCM
317
Stevens Capital Management
Pennsylvania
$1.7M +$1.28M +8,926 +307%
JFL
318
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.68M -$153K -1,065 -8%
FT
319
Fiduciary Trust
Massachusetts
$1.66M -$161K -1,121 -9%
PP
320
Prudential plc
United Kingdom
$1.66M -$1.41M -9,805 -46%
Federated Hermes
321
Federated Hermes
Pennsylvania
$1.65M -$73.7M -513,499 -98%
Allspring Global Investments
322
Allspring Global Investments
North Carolina
$1.65M -$41.6K -290 -2%
EI
323
Ethic Inc
New York
$1.63M +$453K +3,156 +39%
SCA
324
Snowden Capital Advisors
New York
$1.62M -$76.2K -531 -5%
SEC
325
Seven Eight Capital
New York
$1.61M +$1.61M +11,222 New
11 12
13
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