DLTR icon

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 %
CIC
601
Cornercap Investment Counsel
Georgia
$210K -$67.9K -473 -24%
LOAMS
602
Lombard Odier Asset Management (Switzerland)
Switzerland
$210K +$210K +1,462 New
AAS
603
Avantax Advisory Services
Texas
$208K -$2.73K -19 -1%
FIM
604
Freedom Investment Management
Connecticut
$208K -$34.5K -240 -14%
WANY
605
Wealthspire Advisors (New York)
New York
$204K -$90.3K -629 -31%
IPAM
606
ICICI Prudential Asset Management
India
$203K +$43.9K +306 +28%
DWA
607
Douglass Winthrop Advisors
New York
$201K +$201K +1,400 New
JFGIW
608
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$201K +$201K +1,399 New
EI
609
Ellevest Inc
New York
$192K +$192K +1,336 New
MIP
610
Mondrian Investment Partners
United Kingdom
$191K – – –
PA
611
Parallel Advisors
California
$190K -$2.87K -20 -1%
DFCM
612
Dark Forest Capital Management
Puerto Rico
$186K +$186K +1,298 New
KFP
613
KB Financial Partners
New Jersey
$186K -$22.7K -158 -11%
BAM
614
Belpointe Asset Management
Nevada
$181K +$718 +5 +0.4%
ST
615
Smithfield Trust
Pennsylvania
$177K -$43.1K -300 -20%
PTC
616
Private Trust Company
Ohio
$176K -$2.15K -15 -1%
Capstone Investment Advisors
617
Capstone Investment Advisors
New York
$176K +$176K +1,224 New
PAG
618
Paladin Advisory Group
Iowa
$173K +$173K +1,203 New
Bessemer Group
619
Bessemer Group
New Jersey
$162K -$10.9K -76 -6%
IAIM
620
International Assets Investment Management
Florida
$159K +$2.42K +334 +2%
CF
621
Centaurus Financial
California
$158K +$19.9K +139 +14%
TFA
622
Transamerica Financial Advisors
Florida
$157K -$88.6K -615 -36%
PVH
623
Psagot Value Holdings
Israel
$154K – – –
PK
624
Pflug Koory
Nebraska
$152K -$14.4K -100 -9%
DMBA
625
Deseret Mutual Benefit Administrators
Utah
$148K -$1.15K -8 -0.8%
23 24
25
26 27