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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 %
WMG
501
WESCAP Management Group
California
$238K -$17.5K -164 -7%
WW
502
Westshore Wealth
California
$233K +$3.51K +33 +2%
CFAM
503
Coury Firm Asset Management
Pennsylvania
$229K +$229K +2,153 New
GF
504
Gabelli Funds
New York
$229K +$53.2K +500 +30%
KA
505
Kintegral Advisory
New York
$229K -$106 -1 -0%
SDIC
506
South Dakota Investment Council
South Dakota
$223K -$719K -6,752 -76%
CAM
507
Claret Asset Management
Quebec, Canada
$220K – – –
MNBTD
508
Moody National Bank Trust Division
Texas
$218K -$12K -113 -5%
TYCC
509
Texas Yale Capital Corp
Florida
$217K +$55.4K +520 +34%
KTA
510
Keeley-Teton Advisors
Illinois
$216K – – –
1W
511
1776 Wealth
Georgia
$216K – – –
BFA
512
Bragg Financial Advisors
North Carolina
$215K – – –
WMA
513
Wealth Management Associates
New Jersey
$213K – – –
SW
514
SVB Wealth
Massachusetts
$213K -$35.9K -337 -14%
IFWM
515
Institute for Wealth Management
Colorado
$211K -$4.68K -44 -2%
DAS
516
Dynamic Advisor Solutions
Arizona
$210K +$210K +1,977 New
Credit Agricole
517
Credit Agricole
France
$210K +$210K +1,969 New
IPAM
518
ICICI Prudential Asset Management
India
$208K +$48.9K +459 +31%
BFG
519
Bleakley Financial Group
New Jersey
$208K -$77.9K -732 -27%
SS
520
Simplicity Solutions
Minnesota
$208K -$77.8K -731 -27%
MFS
521
Mirabella Financial Services
United Kingdom
$205K -$81.1K -762 -28%
GRP
522
Global Retirement Partners
California
$204K -$1.89K -18 -0.9%
AOWM
523
Alpha Omega Wealth Management
Virginia
$204K -$15.5K -146 -7%
HWAM
524
Hennion & Walsh Asset Management
New Jersey
$203K -$277K -2,601 -58%
MYIA
525
Mount Yale Investment Advisors
Colorado
$203K +$203K +1,906 New
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