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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 %
GCP
451
GSA Capital Partners
United Kingdom
$376K -$49.3K -463 -12%
SIA
452
Soltis Investment Advisors
Utah
$373K +$373K +3,500 New
VFA
453
Valeo Financial Advisors
Indiana
$372K -$49K -460 -12%
PWW
454
Pettyjohn Wood & White
Virginia
$367K +$532 +5 +0.1%
FTDI
455
First Trust Direct Indexing
Massachusetts
$367K +$2.66K +25 +0.7%
II
456
Inspire Investing
Idaho
$366K +$75.4K +708 +26%
GI
457
GAMCO Investors
Connecticut
$363K +$184K +1,726 +103%
MM
458
MQS Management
New York
$362K +$362K +3,396 New
Luther King Capital Management (LKCM)
459
Luther King Capital Management (LKCM)
Texas
$361K -$18.2K -171 -5%
CWM
460
Chemistry Wealth Management
New York
$361K -$80.2K -753 -18%
SC
461
SouthState Corp
Florida
$359K -$13.3K -125 -4%
WI
462
Wahed Invest
New York
$351K +$26.8K +252 +8%
PCM
463
Parsons Capital Management
Rhode Island
$347K -$18.1K -170 -5%
CA
464
CoreCap Advisors
Michigan
$343K +$30.9K +290 +10%
GSIS
465
Global Strategic Investment Solutions
Arizona
$342K -$10.9K -102 -3%
AWM
466
Apollon Wealth Management
South Carolina
$342K -$71.4K -671 -17%
PTC
467
Petrus Trust Company
Texas
$331K +$331K +3,111 New
NAS
468
Nicolet Advisory Services
Wisconsin
$328K -$4.51K -43 -1%
MWM
469
Modera Wealth Management
New Jersey
$327K -$532 -5 -0.2%
BC
470
Bridgefront Capital
Texas
$322K +$322K +3,026 New
FSA
471
Financial Security Advisor
Virginia
$321K +$321K +3,014 New
VA
472
Vident Advisory
Georgia
$320K +$320K +3,010 New
FMAEN1
473
Fund Management at Engine No 1
California
$318K +$30.1K +283 +10%
SFA
474
Sequoia Financial Advisors
Ohio
$317K -$52.6K -494 -14%
RP
475
Riverwater Partners
Wisconsin
$316K -$18.1K -170 -5%
17 18
19
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