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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 %
LT
551
Legacy Trust
Michigan
$241K – – –
GI
552
GAMCO Investors
Connecticut
$241K +$241K +1,682 New
ECM
553
Evergreen Capital Management
Washington
$237K -$27.3K -190 -10%
GF
554
Gabelli Funds
New York
$237K – – –
AF
555
Allworth Financial
California
$236K +$187K +1,301 +382%
GA
556
Geller Advisors
New York
$235K +$235K +1,635 New
S
557
SignatureFD
Georgia
$232K -$18.2K -127 -7%
NP
558
Nilsine Partners
Colorado
$231K +$2.3K +16 +1%
UM
559
UniSuper Management
Australia
$230K +$230K +1,600 New
Two Sigma Investments
560
Two Sigma Investments
New York
$230K +$230K +1,600 New
AssetMark Inc
561
AssetMark Inc
California
$224K +$6.75K +47 +3%
BG
562
Bollard Group
Massachusetts
$224K +$2.88K +20 +1%
KeyBank National Association
563
KeyBank National Association
Ohio
$224K -$135K -940 -38%
EI
564
Ellevest Inc
New York
$224K +$31.9K +222 +17%
FSA
565
Franklin Street Advisors
North Carolina
$220K – – –
NW
566
NewEdge Wealth
Pennsylvania
$218K -$4.59K -32 -2%
OIA
567
OneDigital Investment Advisors
Kansas
$218K -$45.9K -320 -17%
TYCC
568
Texas Yale Capital Corp
Florida
$217K – – –
CPA
569
Capital Planning Advisors
California
$217K -$6.75K -47 -3%
WTC
570
WhitTier Trust Company
Nevada
$216K – – –
CGL
571
Clarius Group LLC
Washington
$216K -$17.4K -121 -7%
OPTFSNA
572
Old Point Trust & Financial Services N A
Virginia
$215K – – –
IPAM
573
ICICI Prudential Asset Management
India
$215K +$11.8K +82 +6%
FG
574
Fiduciary Group
Georgia
$213K – – –
P
575
Pitcairn
Pennsylvania
$210K -$11.3K -79 -5%
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