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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 %
PAS
376
Park Avenue Securities
New York
$789K +$789K +7,415 New
Federated Hermes
377
Federated Hermes
Pennsylvania
$787K -$440K -4,130 -36%
Wealth Enhancement Advisory Services
378
Wealth Enhancement Advisory Services
Minnesota
$782K -$525K -4,934 -40%
RIL
379
Rothschild Investment LLC
Illinois
$774K -$1.28K -12 -0.2%
DEA
380
DoubleLine ETF Adviser
Florida
$767K +$767K +7,201 New
API
381
Advisor Partners II
California
$763K +$115K +1,084 +18%
OTL
382
Oak Thistle LLC
New York
$750K +$750K +7,047 New
TI
383
Tidal Investments
Wisconsin
$730K +$105K +984 +17%
CA
384
Cullinan Associates
Kentucky
$724K -$42.6K -400 -6%
CT
385
Clearstead Trust
Maine
$724K – – –
Wolverine Trading
386
Wolverine Trading
Illinois
$712K +$712K +6,684 New
CAN
387
Cetera Advisor Networks
California
$707K -$417K -3,914 -37%
NMIMC
388
Northwestern Mutual Investment Management Company
Wisconsin
$703K +$5.32K +50 +0.8%
LBC
389
Lowe Brockenbrough & Co
Virginia
$703K -$14.9K -140 -2%
Wealthfront Advisers
390
Wealthfront Advisers
California
$699K -$28.2K -265 -4%
ACM
391
Alta Capital Management
Utah
$657K – – –
Carson Wealth (CWM LLC)
392
Carson Wealth (CWM LLC)
Nebraska
$655K -$213K -2,002 -25%
SW
393
Solidarity Wealth
Utah
$639K -$1.43M -13,425 -69%
DFCM
394
Dark Forest Capital Management
Puerto Rico
$636K +$293K +2,754 +86%
RFC
395
Regions Financial Corp
Alabama
$634K -$18.6K -175 -3%
NA
396
NewEdge Advisors
Louisiana
$620K -$494K -4,639 -44%
PAG
397
Private Advisor Group
New Jersey
$607K -$256K -2,409 -30%
KAS
398
Kestra Advisory Services
Texas
$599K -$12K -113 -2%
FNBSF
399
First National Bank Sioux Falls
South Dakota
$598K +$83.4K +783 +16%
MA
400
Montag & Associates
Georgia
$597K -$4.26K -40 -0.7%
14 15
16
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