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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 %
AAM
476
Advisors Asset Management
Colorado
$314K -$5.64K -53 -2%
FIM
477
Fernwood Investment Management
Massachusetts
$313K – – –
SPIA
478
Steward Partners Investment Advisory
New York
$307K -$19.5K -183 -6%
AWA
479
Arete Wealth Advisors
Illinois
$306K +$26.8K +252 +10%
S
480
SignatureFD
Georgia
$301K +$129K +1,209 +75%
HI
481
Horizon Investments
North Carolina
$300K -$11.9K -112 -4%
OSAM
482
O'Shaughnessy Asset Management
Connecticut
$297K +$66K +620 +29%
CSPIA
483
Cary Street Partners Investment Advisory
Virginia
$294K +$44.5K +418 +18%
SS
484
Sunbelt Securities
Texas
$291K – – –
DIA
485
Dana Investment Advisors
Wisconsin
$290K – – –
OPCM
486
Osborne Partners Capital Management
California
$283K -$5.06M -47,526 -95%
KPWS
487
Kestra Private Wealth Services
Texas
$276K +$33.1K +311 +14%
SFI
488
Siemens Fonds Invest
Germany
$274K -$80.9K -760 -23%
STA
489
Summit Trail Advisors
New York
$273K -$12.6K -118 -4%
AIM
490
Aspen Investment Management
Michigan
$264K -$25.2K -237 -9%
AFAS
491
Acorn Financial Advisory Services
Virginia
$264K -$24.8K -233 -9%
EARNEST Partners
492
EARNEST Partners
Georgia
$261K – – –
BMCM
493
Bryn Mawr Capital Management
Pennsylvania
$258K +$258K +2,426 New
EFM
494
E Fund Management
China
$256K +$37.8K +355 +17%
1SB
495
1ST Source Bank
Indiana
$255K +$11.3K +106 +5%
ONB
496
Old National Bancorp
Indiana
$248K +$45.5K +427 +22%
KCM
497
KRS Capital Management
Michigan
$241K -$66K -620 -21%
FFM
498
Forum Financial Management
Illinois
$240K – – –
CI
499
Cigna Investments
Connecticut
$239K -$35.1K -329 -13%
LCWP
500
Legacy Capital Wealth Partners
Arkansas
$238K +$238K +2,240 New
18 19
20
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