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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 %
CCM
501
Coldstream Capital Management
Washington
$343K +$30.9K +215 +10%
CSPIA
502
Cary Street Partners Investment Advisory
Virginia
$336K -$1.01K -7 -0.3%
SW
503
SVB Wealth
Massachusetts
$335K -$35K -244 -9%
VC
504
Veracity Capital
Georgia
$335K -$246K -1,715 -42%
AS
505
Altshuler Shaham
Israel
$330K +$330K +2,303 New
1SB
506
1ST Source Bank
Indiana
$329K -$27.4K -191 -8%
KPWS
507
Kestra Private Wealth Services
Texas
$327K -$13.5K -94 -4%
AA
508
ALPS Advisors
Colorado
$325K +$2.15K +15 +0.7%
FFM
509
Forum Financial Management
Illinois
$324K -$144 -1 -0%
BG
510
Bahl & Gaynor
Ohio
$318K -$1.44K -10 -0.4%
KI
511
Kapitalo Investimentos
Brazil
$317K +$317K +2,211 New
BP
512
Ballentine Partners
Massachusetts
$313K +$2.01K +14 +0.6%
OSAM
513
O'Shaughnessy Asset Management
Connecticut
$312K +$13.2K +92 +4%
MNBTD
514
Moody National Bank Trust Division
Texas
$310K – – –
WW
515
Westshore Wealth
California
$309K -$7.75K -54 -2%
KA
516
Kintegral Advisory
New York
$309K – – –
IFU
517
iSAM Funds (UK)
United Kingdom
$308K +$308K +2,149 New
MAS
518
Meeder Advisory Services
Ohio
$306K +$47.4K +330 +18%
SCM
519
Stonebridge Capital Management
California
$301K – – –
VAS
520
Vestmark Advisory Solutions
Massachusetts
$299K +$7.46K +52 +3%
AOWM
521
Alpha Omega Wealth Management
Virginia
$296K – – –
CAM
522
Claret Asset Management
Quebec, Canada
$296K +$33.8K +236 +13%
EFM
523
E Fund Management
China
$294K -$44.5K -310 -13%
KTA
524
Keeley-Teton Advisors
Illinois
$292K – – –
1W
525
1776 Wealth
Georgia
$291K – – –
19 20
21
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