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

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$2.72B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$218M
3
Amundi
3
Amundi
France
$109M
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$66.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GKFF
326
George Kaiser Family Foundation
Oklahoma
$1.6M -$308K -2,147 -16%
XT
327
XTX Topco
Cayman Islands
$1.59M +$1.59M +11,094 New
IWC
328
Integrated Wealth Concepts
Massachusetts
$1.57M +$379K +2,640 +32%
BC
329
Burney Company
Virginia
$1.56M +$11.6K +81 +0.7%
TPM
330
Triasima Portfolio Management
Quebec, Canada
$1.55M -$894K -4,705 -37%
HF
331
HRT Financial
New York
$1.55M +$1.55M +10,770 New
LI
332
LMCG Investments
Massachusetts
$1.54M – – –
SFS
333
Strategic Financial Services
New York
$1.54M -$119K -805 -7%
AWA
334
Aaron Wealth Advisors
Illinois
$1.54M -$19.8K -138 -1%
NB
335
Norinchukin Bank
Japan
$1.54M -$274K -1,906 -15%
Axa
336
Axa
France
$1.54M +$18.7K +130 +1%
BHWM
337
Bar Harbor Wealth Management
New Hampshire
$1.53M +$125K +872 +9%
CAN
338
Cetera Advisor Networks
California
$1.51M +$566K +3,947 +60%
PFS
339
Prospera Financial Services
Texas
$1.51M -$161K -1,120 -10%
NA
340
NewEdge Advisors
Louisiana
$1.5M -$44.2K -308 -3%
SAM
341
Silvercrest Asset Management
New York
$1.48M +$173K +1,205 +13%
MML Investors Services
342
MML Investors Services
Massachusetts
$1.46M -$928K -6,468 -39%
ECM
343
ExodusPoint Capital Management
New York
$1.45M -$2.34M -16,298 -62%
NMERB
344
New Mexico Educational Retirement Board
New Mexico
$1.44M +$43K +300 +3%
AWM
345
AE Wealth Management
Kansas
$1.44M -$607K -4,229 -30%
SIP
346
Scott Investment Partners
United Kingdom
$1.44M – – –
ANB
347
Amarillo National Bank
Texas
$1.43M – – –
BAM
348
Blueshift Asset Management
New Jersey
$1.43M -$460K -3,208 -24%
EOJOAM
349
E. Ohman J:or Asset Management
Sweden
$1.42M – – –
TRCT
350
Tower Research Capital (TRC)
New York
$1.42M -$108K -755 -7%
12 13
14
15 16