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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
+$232M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$164M
3
Marshall Wace
Marshall Wace
United Kingdom
+$161M
4
Citadel Advisors
Citadel Advisors
Florida
+$131M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$112M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$436M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$189M
3
Amundi
Amundi
France
-$138M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$133M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
451
IFP Advisors
Florida
$527K +$307K +2,133 +139%
UIM
452
USS Investment Management
United Kingdom
$517K – – –
ICM
453
IMS Capital Management
Oregon
$513K – – –
Luther King Capital Management (LKCM)
454
Luther King Capital Management (LKCM)
Texas
$511K -$823K -5,737 -62%
CG
455
Cutler Group
California
$508K +$77.7K +542 +18%
QCM
456
Quantinno Capital Management
New York
$505K -$2.09M -14,561 -81%
SC
457
SouthState Corp
Florida
$503K -$15.9K -111 -3%
SFA
458
Sequoia Financial Advisors
Ohio
$498K +$73K +509 +17%
PWW
459
Pettyjohn Wood & White
Virginia
$494K – – –
PCM
460
Parsons Capital Management
Rhode Island
$493K – – –
FTDI
461
First Trust Direct Indexing
Massachusetts
$490K -$85.4K -595 -15%
Bessemer Group
462
Bessemer Group
New Jersey
$489K +$327K +2,281 +203%
SFI
463
Siemens Fonds Invest
Germany
$477K – – –
GSIS
464
Global Strategic Investment Solutions
Arizona
$476K – – –
SC
465
Scotia Capital
Ontario, Canada
$464K -$84.2K -587 -15%
DFCM
466
Dark Forest Capital Management
Puerto Rico
$462K +$276K +1,922 +148%
NAS
467
Nicolet Advisory Services
Wisconsin
$458K +$96.9K +672 +27%
SWP
468
Stratos Wealth Partners
Ohio
$452K -$111K -775 -20%
RP
469
Riverwater Partners
Wisconsin
$450K – – –
MWM
470
Modera Wealth Management
New Jersey
$442K +$146K +1,014 +49%
SPIA
471
Steward Partners Investment Advisory
New York
$440K -$33.4K -233 -7%
KLC
472
Knowledge Leaders Capital
Colorado
$438K -$13.5K -94 -3%
WI
473
Wahed Invest
New York
$437K +$63.3K +441 +17%
AAM
474
Advisors Asset Management
Colorado
$431K -$10.3K -72 -2%
PWM
475
Perigon Wealth Management
California
$425K -$4.16K -29 -1%
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