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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 %
BAM
626
Byrne Asset Management
New Jersey
$145K -$43.8K -305 -23%
KFI
627
Key Financial Inc
Pennsylvania
$132K – – –
GLLW
628
Graves Light Lenhart Wealth
Virginia
$124K +$124K +866 New
TWM
629
Tradition Wealth Management
Minnesota
$124K -$143 -1 -0.1%
GBT
630
Grove Bank & Trust
Florida
$118K +$1.58K +11 +1%
CFB
631
Cullen/Frost Bankers
Texas
$117K +$19.1K +133 +20%
MHR
632
Matthew Hamilton Rosenberg
$116K – – –
PP
633
Paloma Partners
Connecticut
$114K -$1.35M -9,399 -92%
Acadian Asset Management
634
Acadian Asset Management
Massachusetts
$112K – – –
HIIFS
635
Harel Insurance Investments & Financial Services
Israel
$102K -$70.5K -500 -41%
First Manhattan
636
First Manhattan
New York
$100K -$5.46K -38 -5%
CWP
637
Concord Wealth Partners
Virginia
$99.3K -$55.1K -384 -36%
AAS
638
Ameritas Advisory Services
Nebraska
$95.8K -$455K -3,049 -83%
MIA
639
Milestone Investment Advisors
Wisconsin
$95.7K +$95.7K +667 New
CTC
640
Central Trust Company
Missouri
$94.9K -$3.59K -25 -4%
AG
641
AIA Group
Hong Kong
$93.9K – – –
AA
642
Alta Advisers
United Kingdom
$86.1K – – –
HFM
643
Harvest Fund Management
China
$83K +$38.6K +269 +87%
DIP
644
DT Investment Partners
Pennsylvania
$83K – – –
ADL
645
Asset Dedication LLC
California
$81K +$1.86K +13 +2%
CI Investments Inc
646
CI Investments Inc
Ontario, Canada
$79K -$5.32K -37 -6%
CCA
647
Column Capital Advisors
Indiana
$75.5K -$861 -6 -1%
AWM
648
Atticus Wealth Management
Florida
$74.9K – – –
NSIM
649
North Star Investment Management
Illinois
$74.8K – – –
GFPC
650
Global Financial Private Client
Florida
$74K – – –
24 25
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