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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 %
HVP
326
Hudson Value Partners
Florida
$1.89M +$20.2K +141 +1%
DC
327
Davenport & Co
Virginia
$1.88M -$120K -835 -6%
VPIM
328
Vanguard Personalized Indexing Management
California
$1.86M +$508K +3,537 +38%
CAPTRUST Financial Advisors
329
CAPTRUST Financial Advisors
North Carolina
$1.85M +$7.18K +50 +0.4%
TPM
330
Triasima Portfolio Management
Quebec, Canada
$1.85M -$543K -3,780 -23%
Creative Planning
331
Creative Planning
Kansas
$1.84M +$182K +1,270 +11%
JFL
332
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.84M -$352K -2,450 -16%
CSS
333
Cubist Systematic Strategies
Connecticut
$1.83M +$370K +2,575 +25%
FT
334
Fiduciary Trust
Massachusetts
$1.83M -$92.6K -645 -5%
NB
335
Norinchukin Bank
Japan
$1.81M +$42.9K +299 +2%
EDRH
336
Edmond de Rothschild Holding
Switzerland
$1.8M +$203K +1,417 +13%
M&T Bank
337
M&T Bank
New York
$1.75M -$44.8K -312 -2%
LBWM
338
Left Brain Wealth Management
Illinois
$1.74M -$2.37M -15,417 -58%
SDIC
339
South Dakota Investment Council
South Dakota
$1.74M -$158K -1,100 -8%
MYLI
340
Meiji Yasuda Life Insurance
Japan
$1.74M +$23K +160 +1%
PA
341
Profund Advisors
Maryland
$1.72M -$99.1K -690 -5%
SIP
342
Stoneridge Investment Partners
Pennsylvania
$1.71M -$1.75M -12,213 -51%
SCA
343
Snowden Capital Advisors
New York
$1.69M -$120K -835 -7%
Allspring Global Investments
344
Allspring Global Investments
North Carolina
$1.69M -$141K -983 -8%
CGH
345
Crossmark Global Holdings
Texas
$1.67M -$34.7K -242 -2%
PFS
346
Prospera Financial Services
Texas
$1.67M +$76.1K +530 +5%
Robeco Institutional Asset Management
347
Robeco Institutional Asset Management
Netherlands
$1.65M -$1.6M -11,178 -49%
WB
348
WesBanco Bank
West Virginia
$1.65M +$15.9K +111 +1%
PL
349
Perpetual Ltd
Australia
$1.63M +$1.63M +11,337 New
PA
350
Paralel Advisors
Colorado
$1.63M +$42.8K +298 +3%
12 13
14
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