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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 %
EWM
576
Evermay Wealth Management
Virginia
$250K – – –
HTC
577
Haverford Trust Company
Pennsylvania
$247K +$247K +1,722 New
CA
578
Crewe Advisors
Utah
$246K -$20.8K -145 -8%
LT
579
Legacy Trust
Michigan
$241K – – –
GRP
580
Global Retirement Partners
California
$239K +$159K +1,042 +198%
GF
581
Gabelli Funds
New York
$237K +$28.7K +200 +14%
CGL
582
Clarius Group LLC
Washington
$233K +$10K +70 +5%
AC
583
Annandale Capital
Texas
$229K – – –
NP
584
Nilsine Partners
Colorado
$229K +$229K +1,592 New
UCFA
585
United Capital Financial Advisors
Texas
$228K – – –
Northwestern Mutual Wealth Management
586
Northwestern Mutual Wealth Management
Wisconsin
$228K -$616K -4,288 -73%
CPA
587
Capital Planning Advisors
California
$224K +$2.3K +16 +1%
NW
588
NewEdge Wealth
Pennsylvania
$223K +$223K +1,552 New
P
589
Pitcairn
Pennsylvania
$221K +$3.3K +23 +2%
BG
590
Bollard Group
Massachusetts
$221K – – –
KFSC
591
Keystone Financial Services (Colorado)
Colorado
$221K -$1.29K -9 -0.6%
OTL
592
Oak Thistle LLC
New York
$220K +$220K +1,534 New
FSA
593
Franklin Street Advisors
North Carolina
$220K – – –
TYCC
594
Texas Yale Capital Corp
Florida
$217K – – –
AssetMark Inc
595
AssetMark Inc
California
$217K +$7.75K +54 +4%
WTC
596
WhitTier Trust Company
Nevada
$216K – – –
WAP
597
Wealthcare Advisory Partners
Pennsylvania
$215K -$9.91K -69 -4%
OPTFSNA
598
Old Point Trust & Financial Services N A
Virginia
$215K – – –
CI
599
Conning Inc
Connecticut
$213K -$2.73K -19 -1%
FG
600
Fiduciary Group
Georgia
$213K – – –
22 23
24
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