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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.

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

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$2.72B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$218M
3
Amundi
3
Amundi
France
$109M
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$66.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$27.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Winslow Capital Management
26
Winslow Capital Management
Minnesota
$231M 1,610,145 -540,309 -25%
Legal & General Group
27
Legal & General Group
United Kingdom
$227M 1,581,194 +54,078 +4%
Invesco
28
Invesco
Georgia
$226M 1,577,244 +156,195 +11%
Primecap Management
29
Primecap Management
California
$221M 1,539,015 -36,500 -2%
BAM
30
Burgundy Asset Management
Ontario, Canada
$220M 1,530,253 -77,757 -5%
Massachusetts Financial Services
31
Massachusetts Financial Services
Massachusetts
$218M 1,518,842 -1,314,195 -46%
FMI
32
Fiduciary Management Inc
Wisconsin
$216M 1,506,467 -151,205 -9%
UBS AM
33
UBS AM
Illinois
$212M 1,476,678 – –
Fidelity International
34
Fidelity International
Bermuda
$201M 1,398,233 +223,894 +19%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$193M 1,344,263 -93,650 -7%
LCOV
36
London Company of Virginia
Virginia
$186M 1,299,083 -84,153 -6%
Janus Henderson Group
37
Janus Henderson Group
United Kingdom
$182M 1,268,942 +258,809 +26%
Lazard Asset Management
38
Lazard Asset Management
New York
$178M 1,237,355 -216,018 -15%
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$169M 1,176,546 +1,139,846 +3,106%
Marshall Wace
40
Marshall Wace
United Kingdom
$161M 1,120,671 +1,120,671 New
Charles Schwab
41
Charles Schwab
California
$161M 1,119,162 -8,477 -0.8%
Bank of Nova Scotia
42
Bank of Nova Scotia
Ontario, Canada
$156M 1,086,468 +771,850 +245%
MAM
43
Madison Asset Management
Wisconsin
$153M 1,068,611 -5,583 -0.5%
Alyeska Investment Group
44
Alyeska Investment Group
Illinois
$148M 1,032,203 +404,029 +64%
Kovitz Investment Group Partners
45
Kovitz Investment Group Partners
Illinois
$141M 981,029 +342,584 +54%
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$139M 966,674 -5,329 -0.5%
Citadel Advisors
47
Citadel Advisors
Florida
$132M 919,029 +914,655 +20,911%
Swiss National Bank
48
Swiss National Bank
Switzerland
$115M 798,981 -78,800 -9%
Amundi
49
Amundi
France
$109M 741,723 -936,691 -56%
Goldman Sachs
50
Goldman Sachs
New York
$104M 723,063 -55,696 -7%
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