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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 %
BTI
601
Blue Trust Inc
Georgia
$34K +$10.1K +70 +42%
OA
602
Operose Advisors
Wisconsin
$33.6K +$33.6K +316 New
LCM
603
Logan Capital Management
Pennsylvania
$33.5K – – –
LS
604
Livforsakringsbolaget Skandia
Sweden
$33.2K – – –
WT
605
Whittier Trust
California
$32K +$7.24K +68 +29%
SC
606
Stephens Consulting
Michigan
$31.9K – – –
CWP
607
Concord Wealth Partners
Virginia
$31K -$5.75K -54 -16%
FFA
608
Farther Finance Advisors
California
$30.1K +$5.86K +55 +24%
JPWM
609
Jamison Private Wealth Management
Georgia
$26.4K +$26.4K +248 New
AGWCA
610
Annis Gardner Whiting Capital Advisors
Florida
$25.7K +$25.7K +241 New
MTIC
611
Missouri Trust & Investment Company
Missouri
$23.6K -$106 -1 -0.4%
BAAM
612
Baker Avenue Asset Management
California
$23.5K -$1.92K -18 -8%
LC
613
Lindbrook Capital
California
$23.2K -$958 -9 -4%
HFS
614
Hantz Financial Services
Michigan
$23K – – –
PMFA
615
Plante Moran Financial Advisors
Michigan
$23K – – –
Lazard Asset Management
616
Lazard Asset Management
New York
$22K -$129M -1,237,144 -100%
PFBT
617
Parkside Financial Bank & Trust
Missouri
$21.6K -$4.9K -46 -18%
GWS
618
Glassman Wealth Services
Virginia
$21.6K -$14.6K -137 -40%
ATC
619
Adirondack Trust Company
New York
$21.3K – – –
RFA
620
Register Financial Advisors
Georgia
$21.3K – – –
GJIA
621
Glass Jacobson Investment Advisors
Maryland
$21.1K – – –
PCA
622
Providence Capital Advisors
North Carolina
$21.1K – – –
NFSG
623
Newbridge Financial Services Group
Florida
$19.3K -$2.66K -25 -12%
FHA
624
First Horizon Advisors
Tennessee
$18.8K -$2.87K -27 -13%
CT
625
Cambridge Trust
Massachusetts
$17.6K – – –
23 24
25
26 27