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Dollar Tree
DLTR

Overview Fund Activity

761 hedge funds and large institutions have $31.2B invested in Dollar Tree in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 217 increasing their positions, 333 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
-34
Holders Change %
-4.28%
% of All Funds
12%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
57
Increased
217
Reduced
333
Closed
88
Calls
$909M
Puts
$704M
Net Calls
+$205M
Net Calls Change
+$385M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$1.09B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$169M
3
Marshall Wace
Marshall Wace
United Kingdom
$161M
4
Citadel Advisors
Citadel Advisors
Florida
$132M
5
Capital Research Global Investors
Capital Research Global Investors
California
$287M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$2.72B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$218M
3
Amundi
Amundi
France
$109M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$66.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
626
Creative Financial Designs
Indiana
$57.4K – – –
CYG
627
Clean Yield Group
Vermont
$57.4K – – –
SIC
628
Salem Investment Counselors
North Carolina
$55.5K +$1.87K +13 +3%
UB
629
UMB Bank
Missouri
$55.1K – – –
EWA
630
EverSource Wealth Advisors
Alabama
$55K -$15.1K -105 -22%
TC
631
Tacita Capital
Ontario, Canada
$52K – – –
MPWT
632
MassMutual Private Wealth & Trust
Connecticut
$51.1K +$22.4K +156 +78%
HWA
633
Heritage Wealth Advisors
Virginia
$50.2K -$3.88K -27 -7%
RFA
634
Resurgent Financial Advisors
Georgia
$50.1K +$3.73K +26 +8%
WT
635
Washington Trust
Rhode Island
$49.7K +$287 +2 +0.6%
CWP
636
Concord Wealth Partners
Virginia
$49.5K -$49.8K -347 -50%
GWS
637
Glassman Wealth Services
Virginia
$48.8K +$3.44K +24 +8%
TPCW
638
TD Private Client Wealth
New York
$48.6K +$1.72K +12 +4%
OP
639
ORG Partners
Indiana
$45.4K +$45.4K +317 New
LCM
640
Logan Capital Management
Pennsylvania
$45.2K – – –
LS
641
Livforsakringsbolaget Skandia
Sweden
$44.8K – – –
HI
642
Harbour Investments
Wisconsin
$43.3K -$3.88K -27 -8%
GWM
643
Geneos Wealth Management
Colorado
$43.1K – – –
SC
644
Stephens Consulting
Michigan
$43.1K – – –
PFBT
645
Parkside Financial Bank & Trust
Missouri
$35.7K +$144 +1 +0.4%
CFO
646
CVA Family Office
Colorado
$34.4K +$1.44K +10 +4%
BAAM
647
Baker Avenue Asset Management
California
$34.3K -$34.3K -239 -50%
CWC
648
Carolinas Wealth Consulting
North Carolina
$34K -$31.6K -220 -48%
WT
649
Whittier Trust
California
$33.4K – – –
WTA
650
Washington Trust Advisors
Massachusetts
$33.1K -$9.61K -67 -22%
24 25
26
27 28