DLTR icon

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 %
V
401
Veritable
Delaware
$1.06M +$1.15K +8 +0.1%
RIL
402
Rothschild Investment LLC
Illinois
$1.03M +$1.01K +7 +0.1%
CT
403
Clearstead Trust
Maine
$976K – – –
PSC
404
Portman Square Capital
United Kingdom
$973K -$1.18M -8,226 -55%
LBC
405
Lowe Brockenbrough & Co
Virginia
$969K +$198K +1,376 +26%
William Blair & Company
406
William Blair & Company
Illinois
$959K +$46.1K +321 +5%
CAN
407
Cetera Advisor Networks
California
$949K -$201K -1,401 -17%
APGDR
408
Absoluto Partners Gestao de Recursos
Brazil
$948K -$294K -2,049 -24%
VI
409
Versor Investments
New York
$945K +$945K +6,582 New
NMIMC
410
Northwestern Mutual Investment Management Company
Wisconsin
$938K -$8.76K -61 -0.9%
Fifth Third Bancorp
411
Fifth Third Bancorp
Ohio
$915K +$28.3K +197 +3%
SO
412
STRS Ohio
Ohio
$913K -$540K -3,767 -37%
IC
413
IEQ Capital
California
$911K +$37.6K +262 +4%
HWAM
414
Hennion & Walsh Asset Management
New Jersey
$893K -$281K -1,955 -24%
EF
415
Empirical Finance
Pennsylvania
$892K +$35.7K +249 +4%
ACM
416
Alta Capital Management
Utah
$886K – – –
API
417
Advisor Partners II
California
$878K +$38.3K +267 +5%
HNB
418
Huntington National Bank
Ohio
$859K -$59.6K -415 -6%
VAG
419
VisionPoint Advisory Group
Texas
$831K +$519K +3,420 +166%
LA
420
Lifeworks Advisors
Michigan
$822K -$44.4K -309 -5%
MA
421
Montag & Associates
Georgia
$810K – – –
Vontobel Holding
422
Vontobel Holding
Switzerland
$806K -$801K -5,583 -50%
NAM
423
NorthCrest Asset Manangement
Minnesota
$804K +$8.47K +59 +1%
ICM
424
Intrepid Capital Management
Florida
$791K – – –
QL
425
Quarry LP
New York
$780K +$696K +4,845 +820%
15 16
17
18 19