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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 %
SAM
376
Silvercrest Asset Management
New York
$1.31M – – –
SACTSONJ
377
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.29M – – –
PFO
378
Pathstone Family Office
New Jersey
$1.28M -$2.58M -17,960 -67%
CCM
379
Condor Capital Management
New Jersey
$1.28M +$17.7K +123 +1%
VI
380
Vestcor Inc
New Brunswick, Canada
$1.26M -$3.59K -25 -0.3%
Wealthfront Advisers
381
Wealthfront Advisers
California
$1.25M -$365K -2,543 -23%
MCC
382
Money Concepts Capital
Florida
$1.25M -$43.5K -303 -3%
TNBTD
383
Trustmark National Bank Trust Department
Mississippi
$1.21M -$47.8K -333 -4%
Wolverine Trading
384
Wolverine Trading
Illinois
$1.2M +$1.2M +8,534 New
IWC
385
Integrated Wealth Concepts
Massachusetts
$1.19M +$166K +1,157 +16%
BCM
386
Boltwood Capital Management
California
$1.18M -$13.1K -91 -1%
EI
387
Ethic Inc
New York
$1.18M +$893K +6,223 +316%
PAG
388
Private Advisor Group
New Jersey
$1.17M -$78.4K -546 -6%
AIA
389
AIMZ Investment Advisors
California
$1.16M – – –
MGP
390
Metis Global Partners
California
$1.16M +$347K +2,419 +43%
HighTower Advisors
391
HighTower Advisors
Illinois
$1.15M +$27.5K +191 +2%
Baird Financial Group
392
Baird Financial Group
Wisconsin
$1.15M -$120K -833 -9%
HVM
393
Harvest Volatility Management
Connecticut
$1.12M -$194K -1,377 -15%
CQS
394
Credential Qtrade Securities
$1.09M +$706K +4,917 +183%
CA
395
Cullinan Associates
Kentucky
$1.09M -$230K -1,600 -17%
KAS
396
Kestra Advisory Services
Texas
$1.07M -$682K -4,748 -39%
RFC
397
Regions Financial Corp
Alabama
$1.07M -$163K -1,134 -13%
AIP
398
Ameritas Investment Partners
Nebraska
$1.06M +$5.31K +37 +0.5%
KRSITF
399
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.06M -$24K -167 -2%
BF
400
BOK Financial
Oklahoma
$1.06M -$165K -1,149 -13%
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