DLTR icon

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 %
Axa
301
Axa
France
$1.35M +$204K +1,921 +18%
GAM
302
Gotham Asset Management
New York
$1.34M +$493K +4,627 +58%
Mariner
303
Mariner
Kansas
$1.34M -$529K -4,965 -28%
VPIM
304
Vanguard Personalized Indexing Management
California
$1.31M -$42.4K -398 -3%
QIM
305
Quantitative Investment Management
Virginia
$1.31M +$1.31M +12,330 New
DC
306
Davenport & Co
Virginia
$1.3M +$21.8K +205 +2%
VI
307
Versor Investments
New York
$1.3M +$1.3M +12,206 New
Truist Financial
308
Truist Financial
North Carolina
$1.3M -$152K -1,431 -10%
PFO
309
Pathstone Family Office
New Jersey
$1.26M +$229K +2,111 +22%
EI
310
Ethic Inc
New York
$1.24M +$33.2K +312 +3%
CS
311
Candriam SCA
Luxembourg
$1.24M -$1.11M -10,417 -47%
CGH
312
Crossmark Global Holdings
Texas
$1.22M -$16.9K -156 -1%
IAA
313
Independent Advisor Alliance
North Carolina
$1.22M -$225K -2,116 -16%
RCM
314
Radnor Capital Management
Pennsylvania
$1.22M +$1.22M +11,418 New
AI
315
Atria Investments
North Carolina
$1.21M -$107K -1,008 -8%
M&T Bank
316
M&T Bank
New York
$1.19M -$92.8K -872 -7%
LI
317
LMCG Investments
Massachusetts
$1.17M +$24.2K +227 +2%
Allspring Global Investments
318
Allspring Global Investments
North Carolina
$1.17M -$57.9K -544 -5%
FT
319
Fiduciary Trust
Massachusetts
$1.16M -$75.8K -712 -6%
NMERB
320
New Mexico Educational Retirement Board
New Mexico
$1.16M +$85.1K +800 +8%
AWM
321
AE Wealth Management
Kansas
$1.15M +$81.9K +769 +8%
CAPTRUST Financial Advisors
322
CAPTRUST Financial Advisors
North Carolina
$1.14M -$165K -1,550 -13%
IWC
323
Integrated Wealth Concepts
Massachusetts
$1.14M -$26.2K -246 -2%
ASN
324
Advisory Services Network
Georgia
$1.14M +$643K +6,037 +129%
Arrowstreet Capital
325
Arrowstreet Capital
Massachusetts
$1.13M +$1.13M +10,611 New
11 12
13
14 15