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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 %
PC
351
Permanens Capital
New York
$1.4M +$1.4M +9,770 New
PFO
352
Pathstone Family Office
New Jersey
$1.4M +$86.2K +587 +7%
PAM
353
Panagora Asset Management
Massachusetts
$1.38M – – –
DILIC
354
Dai-ichi Life Insurance Company
Japan
$1.35M – – –
HighTower Advisors
355
HighTower Advisors
Illinois
$1.32M +$182K +1,277 +16%
MLICM
356
Metropolitan Life Insurance Company (MetLife)
New York
$1.3M -$34.3K -239 -3%
MYLI
357
Meiji Yasuda Life Insurance
Japan
$1.29M -$445K -3,100 -26%
SACTSONJ
358
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.29M – – –
CCM
359
Condor Capital Management
New Jersey
$1.28M +$1.72K +12 +0.1%
SDIC
360
South Dakota Investment Council
South Dakota
$1.27M -$474K -3,300 -27%
CAM
361
Cresset Asset Management
Illinois
$1.24M +$1.24M +8,617 New
MCC
362
Money Concepts Capital
Florida
$1.23M -$19.1K -133 -2%
Vontobel Holding
363
Vontobel Holding
Switzerland
$1.21M +$407K +2,839 +51%
TNBTD
364
Trustmark National Bank Trust Department
Mississippi
$1.21M -$4.74K -33 -0.4%
PAG
365
Private Advisor Group
New Jersey
$1.18M -$4.66K -32 -0.4%
SAM
366
Shell Asset Management
Netherlands
$1.18M +$468K +3,262 +66%
CA
367
Clearstead Advisors
Ohio
$1.17M +$1.1M +7,661 +1,545%
Carson Wealth (CWM LLC)
368
Carson Wealth (CWM LLC)
Nebraska
$1.17M -$184K -1,279 -14%
AIA
369
AIMZ Investment Advisors
California
$1.16M – – –
JFG
370
Jefferies Financial Group
New York
$1.15M +$1.15M +8,019 New
GAM
371
Gotham Asset Management
New York
$1.14M -$1.06M -7,403 -48%
APG Asset Management
372
APG Asset Management
Netherlands
$1.13M -$107M -812,193 -99%
BSW
373
Buckingham Strategic Wealth
Missouri
$1.12M +$462K +3,217 +70%
SO
374
STRS Ohio
Ohio
$1.11M +$201K +1,398 +22%
BCM
375
Boltwood Capital Management
California
$1.11M -$74.6K -520 -6%
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