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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 %
JFGIW
551
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$114K -$33.1K -311 -23%
PK
552
Pflug Koory
Nebraska
$109K -$1.92K -18 -2%
WTC
553
WhitTier Trust Company
Nevada
$106K -$53.7K -504 -34%
SWM
554
Spire Wealth Management
Virginia
$105K +$86.8K +815 +463%
TFA
555
Transamerica Financial Advisors
Florida
$101K -$15.8K -148 -14%
KFI
556
Key Financial Inc
Pennsylvania
$100K -$4.58K -43 -4%
BAM
557
Byrne Asset Management
New Jersey
$94K – – –
TWM
558
Tradition Wealth Management
Minnesota
$92K -$106 -1 -0.1%
CP
559
Castleview Partners
Texas
$90.1K +$73.9K +694 +457%
DMBA
560
Deseret Mutual Benefit Administrators
Utah
$89.2K -$16K -150 -15%
CUAMC
561
China Universal Asset Management Company
China
$87.3K -$538K -5,054 -86%
MHR
562
Matthew Hamilton Rosenberg
$86.2K – – –
Acadian Asset Management
563
Acadian Asset Management
Massachusetts
$83K – – –
KFP
564
KB Financial Partners
New Jersey
$76K -$50.1K -469 -40%
Northwestern Mutual Wealth Management
565
Northwestern Mutual Wealth Management
Wisconsin
$75K -$16.8K -158 -18%
First Manhattan
566
First Manhattan
New York
$74.5K – – –
MIA
567
Milestone Investment Advisors
Wisconsin
$71K +$71K +667 New
IBOK
568
Independence Bank of Kentucky
Kentucky
$70.3K +$70.3K +660 New
CI Investments Inc
569
CI Investments Inc
Ontario, Canada
$64K +$6.25K +59 +11%
AA
570
Alta Advisers
United Kingdom
$63.9K – – –
CT
571
Colonial Trust
South Carolina
$60.3K – – –
CTC
572
Central Trust Company
Missouri
$60K -$2.13K -20 -3%
ADL
573
Asset Dedication LLC
California
$60K +$422 +4 +0.7%
DIP
574
DT Investment Partners
Pennsylvania
$57.5K – – –
AWM
575
Atticus Wealth Management
Florida
$55.6K – – –
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