DLTR icon

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 %
IFWM
526
Institute for Wealth Management
Colorado
$290K – – –
BFA
527
Bragg Financial Advisors
North Carolina
$290K – – –
WMA
528
Wealth Management Associates
New Jersey
$287K – – –
KP
529
Keel Point
Alabama
$286K +$6.89K +48 +2%
GRP
530
Global Retirement Partners
California
$282K +$57.4K +400 +26%
JF
531
Jump Financial
Illinois
$281K +$281K +1,955 New
FA
532
FDx Advisors
Illinois
$280K +$23.6K +164 +9%
QCG
533
Quadrant Capital Group
Ohio
$279K -$35.4K -247 -11%
EIP
534
Epoch Investment Partners
New York
$277K -$30.9K -215 -10%
HIA
535
Harbor Investment Advisory
Maryland
$276K -$718 -5 -0.3%
CA
536
Crewe Advisors
Utah
$273K +$27.3K +190 +11%
ONB
537
Old National Bancorp
Indiana
$273K +$273K +1,902 New
BFEC
538
Benjamin F. Edwards & Company
Missouri
$272K -$1.43K -10 -0.5%
PFGIA
539
Patriot Financial Group Insurance Agency
Massachusetts
$269K +$6.31K +44 +2%
LWM
540
Laidlaw Wealth Management
New York
$264K -$19.2K -134 -7%
CCA
541
Checchi Capital Advisers
California
$261K +$5.88K +41 +2%
RSWM
542
Robertson Stephens Wealth Management
California
$254K – – –
WGAM
543
Wilkinson Global Asset Management
New York
$254K – – –
GHA
544
GW Henssler & Associates
Georgia
$254K -$57.4K -400 -18%
GEA
545
Glen Eagle Advisors
New Jersey
$253K -$17.5K -122 -6%
BRWA
546
B. Riley Wealth Advisors
Florida
$251K -$2.87K -20 -1%
LA
547
LexAurum Advisors
Kansas
$250K – – –
EWM
548
Evermay Wealth Management
Virginia
$250K – – –
GT
549
Greenleaf Trust
Michigan
$248K -$51.4K -358 -17%
BWM
550
Baron Wealth Management
Michigan
$248K -$12.2K -85 -5%
20 21
22
23 24