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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 %
HIA
526
Harbor Investment Advisory
Maryland
$202K -$2.77K -26 -1%
EIP
527
Epoch Investment Partners
New York
$200K -$4.9K -46 -2%
BFEC
528
Benjamin F. Edwards & Company
Missouri
$198K -$3.61K -34 -2%
IA
529
IFP Advisors
Florida
$196K -$194K -1,826 -50%
QCG
530
Quadrant Capital Group
Ohio
$193K -$14.3K -134 -7%
EWM
531
Evermay Wealth Management
Virginia
$192K +$6.39K +60 +3%
HFM
532
Harvest Fund Management
China
$184K +$68.9K +648 +60%
VSQM
533
V-Square Quantitative Management
Illinois
$178K +$178K +1,672 New
GEA
534
Glen Eagle Advisors
New Jersey
$177K -$10.6K -100 -6%
AssetMark Inc
535
AssetMark Inc
California
$173K +$6.81K +64 +4%
UM
536
UniSuper Management
Australia
$170K – – –
AF
537
Allworth Financial
California
$167K -$7.35K -69 -4%
DZ Bank
538
DZ Bank
Germany
$167K +$167K +1,568 New
BG
539
Bollard Group
Massachusetts
$164K -$2.13K -20 -1%
IG
540
ING Group
Netherlands
$147K -$9.68M -90,962 -99%
PA
541
Parallel Advisors
California
$138K -$10.3K -97 -7%
DGAM
542
Desjardins Global Asset Management
Quebec, Canada
$132K -$418K -3,924 -76%
PTC
543
Private Trust Company
Ohio
$132K +$1.49K +14 +1%
ST
544
Smithfield Trust
Pennsylvania
$131K – – –
AF
545
Advisornet Financial
Minnesota
$131K +$41.7K +392 +47%
SIM
546
Sentry Investment Management
Wisconsin
$129K +$129K +1,211 New
PAG
547
Paladin Advisory Group
Iowa
$128K – – –
PCM
548
Penserra Capital Management
California
$123K -$18.5K -176 -13%
APF
549
Alaska Permanent Fund
Alaska
$121K -$1.31M -12,299 -92%
NS
550
NBC Securities
Alabama
$114K +$114K +1,074 New
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