DLTR icon

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 %
NAM
401
NorthCrest Asset Manangement
Minnesota
$590K -$5.43K -51 -0.9%
LA
402
Lifeworks Advisors
Michigan
$590K -$13.7K -129 -2%
ICM
403
Intrepid Capital Management
Florida
$582K – – –
HNB
404
Huntington National Bank
Ohio
$581K -$21.9K -206 -4%
Envestnet Portfolio Solutions
405
Envestnet Portfolio Solutions
Illinois
$575K +$575K +5,399 New
NEI
406
Northwest & Ethical Investments
Ontario, Canada
$568K -$3.45M -32,418 -86%
ECU
407
Eisler Capital (US)
New York
$564K +$564K +5,300 New
JFG
408
Jefferies Financial Group
New York
$558K -$295K -2,773 -35%
SI
409
Stephens Inc
Arkansas
$557K +$8.2K +77 +1%
CIR
410
Clear Investment Research
Georgia
$554K – – –
MIH
411
Meitav Investment House
Israel
$551K – – –
1M
412
13D Management
New York
$532K -$7.39M -69,464 -93%
TMAM
413
Tokio Marine Asset Management
Japan
$529K +$48.4K +455 +10%
EDRH
414
Edmond de Rothschild Holding
Switzerland
$527K -$808K -7,590 -61%
HF
415
HRT Financial
New York
$526K -$618K -5,820 -54%
FRM
416
Fox Run Management
Connecticut
$526K +$526K +4,941 New
RCA
417
Resonant Capital Advisors
Wisconsin
$524K -$3.41K -32 -0.6%
GCP
418
Garda Capital Partners
Minnesota
$520K +$520K +4,882 New
BMSSC
419
B. Metzler seel. Sohn & Co
Germany
$519K – – –
SAM
420
S.A. Mason
Michigan
$514K – – –
AIMCA
421
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$511K – – –
LNC
422
Lincoln National Corp
Pennsylvania
$508K +$29.9K +281 +6%
Cetera Investment Advisers
423
Cetera Investment Advisers
Illinois
$507K +$41.6K +391 +9%
BCV
424
Banque Cantonale Vaudoise
Switzerland
$507K +$44.8K +421 +10%
WB
425
WesBanco Bank
West Virginia
$506K -$783K -7,351 -61%
15 16
17
18 19