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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 %
SI
426
Stephens Inc
Arkansas
$756K +$15.4K +107 +2%
CIR
427
Clear Investment Research
Georgia
$746K – – –
TI
428
Tidal Investments
Wisconsin
$745K -$16.8K -117 -2%
LWA
429
Lineweaver Wealth Advisors
Ohio
$744K +$25.3K +176 +4%
MIH
430
Meitav Investment House
Israel
$736K – – –
RCA
431
Resonant Capital Advisors
Wisconsin
$736K +$11.9K +83 +2%
BAMF
432
BI Asset Management Fondsmaeglerselskab
Denmark
$729K -$593K -4,133 -45%
NHC
433
Nicholas Hoffman & Company
Georgia
$724K – – –
Millennium Management
434
Millennium Management
New York
$717K -$4.93M -34,367 -87%
SAM
435
Shell Asset Management
Netherlands
$707K – – –
FNBSF
436
First National Bank Sioux Falls
South Dakota
$695K – – –
SAM
437
S.A. Mason
Michigan
$693K – – –
SAM
438
Strategy Asset Managers
California
$692K +$692K +4,821 New
AIMCA
439
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$689K -$4.93M -34,329 -88%
LNWWM
440
Laird Norton Wetherby Wealth Management
California
$688K +$52.5K +366 +8%
VIA
441
Vident Investment Advisory
Georgia
$674K -$8.04K -56 -1%
DGAM
442
Desjardins Global Asset Management
Quebec, Canada
$674K +$48.5K +338 +8%
ASN
443
Advisory Services Network
Georgia
$671K -$7.32K -51 -1%
WCM
444
Weik Capital Management
Pennsylvania
$664K – – –
BSW
445
Buckingham Strategic Wealth
Missouri
$651K – – –
Walleye Trading
446
Walleye Trading
New York
$633K -$3.46M -24,127 -85%
SWM
447
SeaCrest Wealth Management
New York
$629K -$18.4K -128 -3%
Citadel Advisors
448
Citadel Advisors
Florida
$628K -$47.4M -330,480 -99%
SP
449
Symmetry Partners
Connecticut
$624K – – –
BCV
450
Banque Cantonale Vaudoise
Switzerland
$623K -$359K -2,500 -37%
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