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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 %
LWM
551
Laidlaw Wealth Management
New York
$284K +$718 +5 +0.3%
CW
552
CIC Wealth
Maryland
$281K – – –
KP
553
Keel Point
Alabama
$279K -$24K -167 -8%
HIA
554
Harbor Investment Advisory
Maryland
$277K -$1.15K -8 -0.4%
GFWA
555
Grey Fox Wealth Advisors
Delaware
$275K – – –
BFEC
556
Benjamin F. Edwards & Company
Missouri
$274K -$11.2K -78 -4%
BCM
557
Bridgeway Capital Management
Texas
$273K -$1.23M -8,600 -82%
GEA
558
Glen Eagle Advisors
New Jersey
$271K +$25.1K +175 +10%
ZB
559
Zions Bancorporation
Utah
$267K -$91.2K -635 -25%
ECM
560
Evergreen Capital Management
Washington
$264K +$60K +418 +29%
OIA
561
OneDigital Investment Advisors
Kansas
$264K +$264K +1,837 New
CAM
562
Claret Asset Management
Quebec, Canada
$263K -$84.8K -590 -24%
PFGIA
563
Patriot Financial Group Insurance Agency
Massachusetts
$262K -$3.59K -25 -1%
LCWP
564
Legacy Capital Wealth Partners
Arkansas
$262K +$262K +1,824 New
BWM
565
Baron Wealth Management
Michigan
$260K +$39.5K +275 +18%
MAS
566
Meeder Advisory Services
Ohio
$259K +$43.8K +305 +20%
CCA
567
Checchi Capital Advisers
California
$255K -$7.9K -55 -3%
RSWM
568
Robertson Stephens Wealth Management
California
$255K -$80.4K -560 -24%
WGAM
569
Wilkinson Global Asset Management
New York
$255K – – –
BRWA
570
B. Riley Wealth Advisors
Florida
$254K -$15.2K -106 -6%
FA
571
FDx Advisors
Illinois
$252K – – –
CA
572
Continuum Advisory
Idaho
$251K -$97.3K -678 -28%
S
573
SignatureFD
Georgia
$251K +$11.9K +83 +5%
LIP
574
Lighthouse Investment Partners
Florida
$250K -$4.04M -28,141 -94%
LA
575
LexAurum Advisors
Kansas
$250K – – –
21 22
23
24 25