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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 %
SS
501
Sunbelt Securities
Texas
$380K -$422 -3 -0.1%
II
502
Inspire Investing
Idaho
$376K +$28.6K +199 +8%
WI
503
Wahed Invest
New York
$374K -$18.8K -131 -5%
CI
504
Cigna Investments
Connecticut
$373K -$6.74K -47 -2%
NAS
505
Nicolet Advisory Services
Wisconsin
$373K +$165K +1,105 +79%
IAA
506
Ironsides Asset Advisors
North Carolina
$372K – – –
SM
507
STF Management
Texas
$371K +$158K +1,103 +75%
SW
508
SVB Wealth
Massachusetts
$370K -$116K -811 -24%
DS
509
DRW Securities
Illinois
$369K +$369K +2,571 New
FMAEN1
510
Fund Management at Engine No 1
California
$362K +$29.6K +206 +9%
EP
511
Edgestream Partners
New Jersey
$362K -$374K -2,602 -51%
YIH
512
Y-Intercept (HK)
Hong Kong
$360K -$730K -5,084 -67%
KeyBank National Association
513
KeyBank National Association
Ohio
$359K +$5.31K +37 +2%
1SB
514
1ST Source Bank
Indiana
$356K – – –
AWS
515
Atria Wealth Solutions
New York
$356K +$105K +729 +42%
EARNEST Partners
516
EARNEST Partners
Georgia
$352K – – –
GIA
517
Gateway Investment Advisers
Ohio
$352K -$238K -1,661 -40%
WMG
518
WESCAP Management Group
California
$345K -$47.2K -329 -12%
KPWS
519
Kestra Private Wealth Services
Texas
$341K +$36.2K +252 +12%
SIA
520
Schechter Investment Advisors
Michigan
$340K +$75.5K +526 +29%
EFM
521
E Fund Management
China
$338K -$22.9K -160 -6%
CSPIA
522
Cary Street Partners Investment Advisory
Virginia
$337K -$16.5K -115 -5%
HIC
523
Holderness Investments Company
North Carolina
$335K -$10.8K -75 -3%
DBRC
524
D.B. Root & Company
Pennsylvania
$331K -$5.6K -39 -2%
FFM
525
Forum Financial Management
Illinois
$324K +$144 +1 +0%
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