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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 %
FIM
476
Fernwood Investment Management
Massachusetts
$422K +$34.4K +240 +9%
CA
477
CoreCap Advisors
Michigan
$421K +$421K +2,936 New
HI
478
Horizon Investments
North Carolina
$420K -$9.9K -69 -2%
KCM
479
KRS Capital Management
Michigan
$414K – – –
VIA
480
Vident Investment Advisory
Georgia
$393K -$281K -1,959 -42%
SS
481
Sunbelt Securities
Texas
$392K +$5.45K +38 +1%
DIA
482
Dana Investment Advisors
Wisconsin
$391K – – –
II
483
Inspire Investing
Idaho
$391K +$15.5K +108 +4%
AIM
484
Aspen Investment Management
Michigan
$391K -$2.58K -18 -0.7%
AFAS
485
Acorn Financial Advisory Services
Virginia
$389K +$1K +7 +0.3%
FMAEN1
486
Fund Management at Engine No 1
California
$389K +$26.8K +187 +7%
MFS
487
Mirabella Financial Services
United Kingdom
$385K +$385K +2,684 New
BFG
488
Bleakley Financial Group
New Jersey
$385K -$44.5K -310 -10%
STA
489
Summit Trail Advisors
New York
$385K +$61.3K +427 +19%
SS
490
Simplicity Solutions
Minnesota
$385K -$45.8K -319 -11%
AWA
491
Arete Wealth Advisors
Illinois
$377K +$377K +2,625 New
IAA
492
Ironsides Asset Advisors
North Carolina
$372K – – –
OQS
493
Occudo Quantitative Strategies
Florida
$372K -$5.39M -37,581 -94%
CI
494
Cigna Investments
Connecticut
$368K -$4.3K -30 -1%
HIC
495
Holderness Investments Company
North Carolina
$364K +$29.4K +205 +9%
FAT
496
First American Trust
California
$358K -$5.6M -39,023 -94%
BL
497
Balentine LLC
Georgia
$357K -$38.6K -269 -10%
EARNEST Partners
498
EARNEST Partners
Georgia
$352K – – –
SIA
499
Schechter Investment Advisors
Michigan
$350K +$10K +70 +3%
WMG
500
WESCAP Management Group
California
$345K – – –
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