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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 %
SFS
351
Strategic Financial Services
New York
$1.61M -$701K -4,883 -30%
AWA
352
Aaron Wealth Advisors
Illinois
$1.56M -$25.6K -178 -2%
SG Americas Securities
353
SG Americas Securities
New York
$1.56M -$2.15M -14,988 -58%
BC
354
Burney Company
Virginia
$1.55M -$11.3K -79 -0.7%
NA
355
NewEdge Advisors
Louisiana
$1.55M -$301K -2,098 -16%
LI
356
LMCG Investments
Massachusetts
$1.55M -$10.5K -73 -0.7%
Simplex Trading
357
Simplex Trading
Illinois
$1.55M +$1.55M +10,765 New
AIM
358
Achmea Investment Management
Netherlands
$1.54M -$2.95M -20,540 -66%
TRCT
359
Tower Research Capital (TRC)
New York
$1.53M +$188K +1,312 +14%
Axa
360
Axa
France
$1.52M +$92.3K +643 +6%
RCM
361
Radnor Capital Management
Pennsylvania
$1.5M +$77.5K +540 +5%
CF
362
Cantor Fitzgerald
New York
$1.44M -$492K -3,425 -25%
NERM
363
New England Research & Management
Illinois
$1.44M +$1.44M +10,025 New
SIP
364
Scott Investment Partners
United Kingdom
$1.44M – – –
ANB
365
Amarillo National Bank
Texas
$1.43M – – –
EOJOAM
366
E. Ohman J:or Asset Management
Sweden
$1.42M +$1.42M +9,900 New
BHWM
367
Bar Harbor Wealth Management
New Hampshire
$1.41M +$146K +1,020 +12%
LA
368
LBP AM
France
$1.41M -$67K -467 -5%
NMERB
369
New Mexico Educational Retirement Board
New Mexico
$1.4M -$43.1K -300 -3%
PAM
370
Panagora Asset Management
Massachusetts
$1.38M -$580K -4,042 -30%
Carson Wealth (CWM LLC)
371
Carson Wealth (CWM LLC)
Nebraska
$1.35M -$34.7K -242 -3%
DILIC
372
Dai-ichi Life Insurance Company
Japan
$1.35M -$718K -5,000 -35%
Luther King Capital Management (LKCM)
373
Luther King Capital Management (LKCM)
Texas
$1.34M -$218K -1,516 -14%
MLICM
374
Metropolitan Life Insurance Company (MetLife)
New York
$1.33M -$342K -2,381 -20%
3IP
375
3Chopt Investment Partners
Virginia
$1.32M -$22.3K -155 -2%
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