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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 %
AAM
451
Ardevora Asset Management
United Kingdom
$617K -$23.2M -161,479 -97%
WA
452
Wealth Alliance
New York
$609K +$18.1K +126 +3%
AIM
453
Anchor Investment Management
South Carolina
$607K – – –
RJT
454
Raymond James Trust
Florida
$606K -$178K -1,240 -23%
BMSSC
455
B. Metzler seel. Sohn & Co
Germany
$606K -$14.9K -104 -2%
TMAM
456
Tokio Marine Asset Management
Japan
$605K +$54.1K +377 +10%
LNC
457
Lincoln National Corp
Pennsylvania
$604K +$79K +550 +15%
BC
458
Bridgefront Capital
Texas
$601K +$601K +4,185 New
BCM
459
Barden Capital Management
Texas
$596K +$7.75K +54 +1%
CWM
460
Chemistry Wealth Management
New York
$595K +$17.9K +125 +3%
VC
461
Veracity Capital
Georgia
$581K +$34.5K +240 +6%
WPW
462
Waldron Private Wealth
Pennsylvania
$578K +$578K +4,024 New
FTDI
463
First Trust Direct Indexing
Massachusetts
$576K +$17.8K +124 +3%
SM
464
Sciencast Management
New Jersey
$569K +$569K +3,607 New
SWP
465
Stratos Wealth Partners
Ohio
$564K -$194K -1,351 -26%
MC
466
Maverick Capital
Texas
$563K -$1.38M -9,603 -71%
Cetera Investment Advisers
467
Cetera Investment Advisers
Illinois
$560K -$157K -1,092 -22%
ABLA
468
Alan B. Lancz & Associates
Ohio
$560K – – –
TF
469
TIAA FSB
Florida
$550K -$13.8K -96 -2%
SC
470
Scotia Capital
Ontario, Canada
$549K -$8.9K -62 -2%
AQR Capital Management
471
AQR Capital Management
Connecticut
$547K +$547K +3,832 New
MCM
472
MAI Capital Management
Ohio
$544K -$8.76K -61 -2%
Rockefeller Capital Management
473
Rockefeller Capital Management
New York
$534K -$26.6K -186 -5%
WC
474
Weil Company
California
$519K +$519K +3,618 New
SC
475
SouthState Corp
Florida
$519K -$42.8K -298 -8%
17 18
19
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