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Dollar Tree
DLTR

Overview Fund Activity

761 hedge funds and large institutions have $31.2B invested in Dollar Tree in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 217 increasing their positions, 333 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
-34
Holders Change %
-4.28%
% of All Funds
12%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
57
Increased
217
Reduced
333
Closed
88
Calls
$909M
Puts
$704M
Net Calls
+$205M
Net Calls Change
+$385M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$1.09B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$169M
3
Marshall Wace
Marshall Wace
United Kingdom
$161M
4
Citadel Advisors
Citadel Advisors
Florida
$132M
5
Capital Research Global Investors
Capital Research Global Investors
California
$287M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$2.72B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$218M
3
Amundi
Amundi
France
$109M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$66.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
426
Advisory Services Network
Georgia
$669K -$1.15K -8 -0.2%
SM
427
Sciencast Management
New Jersey
$666K +$145K +1,001 +28%
WCM
428
Weik Capital Management
Pennsylvania
$657K -$7.18K -50 -1%
IC
429
IEQ Capital
California
$653K -$257K -1,793 -28%
TMAM
430
Tokio Marine Asset Management
Japan
$647K +$42K +293 +7%
HWAM
431
Hennion & Walsh Asset Management
New Jersey
$647K -$245K -1,706 -27%
LNC
432
Lincoln National Corp
Pennsylvania
$645K +$40.9K +285 +7%
AAF
433
Andra AP-fonden
Sweden
$631K -$2.32M -16,200 -79%
LNWWM
434
Laird Norton Wetherby Wealth Management
California
$628K -$60K -418 -9%
Cetera Investment Advisers
435
Cetera Investment Advisers
Illinois
$627K +$67.7K +472 +12%
SP
436
Symmetry Partners
Connecticut
$624K – – –
BCV
437
Banque Cantonale Vaudoise
Switzerland
$623K – – –
WA
438
Wealth Alliance
New York
$622K +$13.6K +95 +2%
RJT
439
Raymond James Trust
Florida
$615K +$9.9K +69 +2%
VAG
440
VisionPoint Advisory Group
Texas
$608K -$179K -1,248 -23%
TSS
441
Two Sigma Securities
New York
$604K -$5.05M -35,192 -89%
CWM
442
Chemistry Wealth Management
New York
$594K – – –
GCP
443
GSA Capital Partners
United Kingdom
$574K +$574K +3,997 New
DC
444
Dantai Capital
Hong Kong
$574K +$574K +4,000 New
VFA
445
Valeo Financial Advisors
Indiana
$568K +$568K +3,955 New
ABLA
446
Alan B. Lancz & Associates
Ohio
$560K – – –
AIM
447
Anchor Investment Management
South Carolina
$558K -$49.5K -345 -8%
AWM
448
Apollon Wealth Management
South Carolina
$557K +$557K +3,884 New
TF
449
TIAA FSB
Florida
$547K -$2.15K -15 -0.4%
MCM
450
MAI Capital Management
Ohio
$531K -$13.5K -94 -2%
16 17
18
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