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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 %
Fifth Third Bancorp
426
Fifth Third Bancorp
Ohio
$505K -$139K -1,306 -22%
VI
427
Vestcor Inc
New Brunswick, Canada
$494K -$69K -648 -12%
WCM
428
Weik Capital Management
Pennsylvania
$487K – – –
NHC
429
Nicholas Hoffman & Company
Georgia
$479K -$20.5K -193 -4%
MFG
430
Merit Financial Group
Georgia
$461K +$461K +4,327 New
LNWWM
431
Laird Norton Wetherby Wealth Management
California
$458K -$8.09K -76 -2%
ESCM
432
Echo Street Capital Management
New York
$450K +$450K +4,230 New
FA
433
FDx Advisors
Illinois
$436K +$229K +2,148 +110%
WA
434
Wealth Alliance
New York
$436K -$25.5K -240 -6%
IC
435
IEQ Capital
California
$435K -$49.4K -464 -10%
SP
436
Symmetry Partners
Connecticut
$430K -$32.5K -306 -7%
RJT
437
Raymond James Trust
Florida
$418K -$38.2K -359 -8%
TIAA Trust, National Association
438
TIAA Trust, National Association
North Carolina
$414K +$414K +3,886 New
PWM
439
Perigon Wealth Management
California
$413K +$97.6K +917 +31%
SWP
440
Stratos Wealth Partners
Ohio
$412K +$76.9K +722 +23%
SPA
441
Sherbrooke Park Advisers
New York
$400K +$400K +3,755 New
BF
442
BOK Financial
Oklahoma
$399K -$400K -3,602 -50%
MCM
443
MAI Capital Management
Ohio
$397K +$3.19K +30 +0.8%
ABLA
444
Alan B. Lancz & Associates
Ohio
$394K -$21.3K -200 -5%
CCA
445
Checchi Capital Advisers
California
$384K +$191K +1,793 +99%
UIM
446
USS Investment Management
United Kingdom
$383K – – –
SM
447
STF Management
Texas
$382K +$230K +2,160 +151%
ICM
448
IMS Capital Management
Oregon
$380K – – –
KI
449
Kapitalo Investimentos
Brazil
$380K +$145K +1,361 +62%
AIM
450
Anchor Investment Management
South Carolina
$378K -$35.3K -332 -9%
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