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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 %
UIM
476
USS Investment Management
United Kingdom
$517K – – –
ICM
477
IMS Capital Management
Oregon
$513K – – –
PWW
478
Pettyjohn Wood & White
Virginia
$495K – – –
PCM
479
Parsons Capital Management
Rhode Island
$493K -$2.87K -20 -0.6%
SFI
480
Siemens Fonds Invest
Germany
$479K -$17.7K -123 -4%
GSIS
481
Global Strategic Investment Solutions
Arizona
$476K +$6.75K +47 +1%
SPIA
482
Steward Partners Investment Advisory
New York
$473K -$935K -6,511 -66%
OC
483
Oppenheimer & Co
New York
$473K -$2.15K -15 -0.5%
KLC
484
Knowledge Leaders Capital
Colorado
$451K -$13.5K -94 -3%
RP
485
Riverwater Partners
Wisconsin
$450K – – –
PI
486
PEAK6 Investments
Illinois
$447K -$1.57M -10,953 -78%
AAM
487
Advisors Asset Management
Colorado
$442K +$63.9K +445 +17%
SS
488
Simplicity Solutions
Minnesota
$431K +$179K +1,250 +71%
CG
489
Cutler Group
California
$430K -$1.31M -9,128 -75%
HI
490
Horizon Investments
North Carolina
$430K +$88.3K +615 +26%
BFG
491
Bleakley Financial Group
New Jersey
$430K +$15.9K +111 +4%
PWM
492
Perigon Wealth Management
California
$429K +$429K +2,990 New
SFA
493
Sequoia Financial Advisors
Ohio
$425K -$28.7K -200 -6%
SCM
494
Stevens Capital Management
Pennsylvania
$417K -$1.01M -7,037 -71%
KCM
495
KRS Capital Management
Michigan
$414K -$14.4K -100 -3%
BL
496
Balentine LLC
Georgia
$396K -$111K -775 -22%
AIM
497
Aspen Investment Management
Michigan
$394K -$22.4K -156 -5%
DIA
498
Dana Investment Advisors
Wisconsin
$392K – – –
AFAS
499
Acorn Financial Advisory Services
Virginia
$388K -$3.45K -24 -0.9%
FIM
500
Fernwood Investment Management
Massachusetts
$388K – – –
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