DLTR icon

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 %
NSIM
576
North Star Investment Management
Illinois
$55.5K – – –
CCA
577
Column Capital Advisors
Indiana
$55K -$213 -2 -0.4%
Bessemer Group
578
Bessemer Group
New Jersey
$54K -$308K -2,898 -85%
SR
579
Syntax Research
Florida
$53.2K +$53.2K +500 New
AS
580
AM Squared
Hong Kong
$53.2K +$53.2K +500 New
IUHSA
581
Itau Unibanco Holding S.A.
Brazil
$53.1K +$5K +47 +10%
GFPC
582
Global Financial Private Client
Florida
$52.3K – – –
VCM
583
Versant Capital Management
Arizona
$49.5K -$1.38K -13 -3%
CFGS
584
Concourse Financial Group Securities
Alabama
$47.2K -$3.19K -30 -6%
UB
585
UMB Bank
Missouri
$43.8K +$2.87K +27 +7%
WTG
586
West Tower Group
Virginia
$43.2K +$43.2K +406 New
CFB
587
Cullen/Frost Bankers
Texas
$43.1K -$12.8K -120 -23%
VC
588
Vestor Capital
Illinois
$43K – – –
CYG
589
Clean Yield Group
Vermont
$42.8K – – –
CFD
590
Creative Financial Designs
Indiana
$42.6K – – –
GWM
591
Geneos Wealth Management
Colorado
$42.6K +$10.6K +100 +33%
SL
592
Salomon & Ludwin
Virginia
$41.4K +$41.4K +389 New
WT
593
Washington Trust
Rhode Island
$40.7K +$3.83K +36 +10%
TPCW
594
TD Private Client Wealth
New York
$39.2K +$3.09K +29 +9%
TC
595
Tacita Capital
Ontario, Canada
$38.3K – – –
RTC
596
Riverview Trust Company
Washington
$37.9K -$14.2K -133 -27%
HWA
597
Heritage Wealth Advisors
Virginia
$37.3K – – –
EWA
598
EverSource Wealth Advisors
Alabama
$35.9K -$4.9K -46 -12%
RFA
599
Resurgent Financial Advisors
Georgia
$35.7K -$1.49K -14 -4%
HI
600
Harbour Investments
Wisconsin
$35K +$2.87K +27 +9%
22 23
24
25 26