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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 %
HighTower Advisors
351
HighTower Advisors
Illinois
$933K -$43.6K -414 -4%
PL
352
Polianta Ltd
Jersey
$926K +$926K +8,700 New
MLICM
353
Metropolitan Life Insurance Company (MetLife)
New York
$922K -$42.5K -399 -4%
AIP
354
Ameritas Investment Partners
Nebraska
$919K +$139K +1,308 +18%
BAMF
355
BI Asset Management Fondsmaeglerselskab
Denmark
$917K +$264K +2,478 +40%
JF
356
Jump Financial
Illinois
$900K +$692K +6,500 +332%
SO
357
STRS Ohio
Ohio
$893K +$67.3K +633 +8%
BSW
358
Buckingham Strategic Wealth
Missouri
$877K +$44.9K +422 +5%
XT
359
XTX Topco
Cayman Islands
$869K -$312K -2,934 -26%
TPM
360
Triasima Portfolio Management
Quebec, Canada
$868K – – –
JPMPWA
361
J.P. Morgan Private Wealth Advisors
California
$865K -$485K -4,559 -36%
AIA
362
AIMZ Investment Advisors
California
$862K – – –
William Blair & Company
363
William Blair & Company
Illinois
$857K +$48.1K +452 +6%
APG Asset Management
364
APG Asset Management
Netherlands
$848K -$63.9K -600 -7%
AC
365
Avenir Corporation
Virginia
$845K -$608K -5,715 -42%
CAM
366
Cresset Asset Management
Illinois
$844K -$73.7K -692 -8%
SAM
367
Shell Asset Management
Netherlands
$841K -$31K -291 -4%
Aviva
368
Aviva
United Kingdom
$840K -$6.63M -62,315 -89%
KRSITF
369
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$833K +$38.6K +363 +5%
CA
370
Cetera Advisors
Colorado
$833K +$833K +7,827 New
MGP
371
Metis Global Partners
California
$815K -$2.13K -20 -0.3%
BBVA
372
Banco Bilbao Vizcaya Argentaria
Spain
$804K +$76.7K +720 +11%
EF
373
Empirical Finance
Pennsylvania
$801K +$64.7K +608 +9%
BCM
374
Boltwood Capital Management
California
$797K -$26K -244 -3%
SCM
375
Stevens Capital Management
Pennsylvania
$795K -$464K -4,363 -37%
13 14
15
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