Dollar Tree
DLTR
800 hedge funds and large institutions have $31.8B invested in Dollar Tree in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 238 increasing their positions, 327 reducing their positions, and 84 closing their positions.
1.15% more ownership
Funds ownership: 99.25% → 100.4% (+1.2%)
3% more capital invested
Capital invested by funds: $30.7B → $31.8B (+$1.03B)
3% less funds holding
Funds holding: 825 → 800 (-25)
11% less first-time investments, than exits
New positions opened: 75 | Existing positions closed: 84
12% less funds holding in top 10
Funds holding in top 10: 17 → 15 (-2)
18% less call options, than puts
Call options by funds: $811M | Put options by funds: $991M
27% less repeat investments, than reductions
Existing positions increased: 238 | Existing positions reduced: 327
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nomura Holdings
Tokyo,
Japan
|
+$462M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$240M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$238M |
| 4 |
Neuberger Berman Group
New York
|
+$148M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$131M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$147M |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$143M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$135M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$124M |
| 5 |
Morgan Stanley
New York
|
-$107M |
DLTR Hedge Fund Activity: Q1 2023 in Review
800 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Dollar Tree (DLTR) for Q1 2023, worth a combined $31.8B — up 3.4% from $30.7B a quarter earlier.
Sellers outnumbered buyers: 84 funds closed out of DLTR and 75 opened new positions — a net loss of 9 holders — while 327 trimmed existing stakes and 238 added.
The largest buyer was Nomura Holdings, adding an estimated $462M. The largest seller was Goldman Sachs, cutting an estimated $147M.
- 800 institutional investors held Dollar Tree (DLTR) as of Q1 2023, down from 825 in Q4 2022.
- Funds reported $31.8B of Dollar Tree stock for Q1 2023, up 3.4% quarter-over-quarter.
- 75 funds opened new Dollar Tree positions in Q1 2023 and 84 closed out, a net change of -9 holders.
- The largest Dollar Tree buyer in Q1 2023 was Nomura Holdings, an estimated $462M added.
- The largest Dollar Tree seller in Q1 2023 was Goldman Sachs, an estimated $147M sold.
Based on aggregated 13F filings for Q1 2023.