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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 %
CCA
626
Catalyst Capital Advisors
New York
$17.4K +$4.36K +41 +34%
CA
627
Centerpoint Advisors
Massachusetts
$17K – – –
ITIM
628
Indiana Trust & Investment Management
Indiana
$16.5K +$16.5K +155 New
AWM
629
Abound Wealth Management
Tennessee
$16.2K -$532 -5 -3%
DAC
630
Dividend Assets Capital
South Carolina
$16K – – –
FMII
631
Farmers & Merchants Investments Inc
Nebraska
$16K – – –
LFG
632
Larson Financial Group
Missouri
$13.8K – – –
NRG
633
Nemes Rush Group
Michigan
$13.3K – – –
AA
634
AlphaMark Advisors
Kentucky
$13K – – –
JWA
635
JFS Wealth Advisors
Pennsylvania
$13K -$3.09K -29 -19%
CFFP
636
Center for Financial Planning
Michigan
$12.8K +$12.8K +120 New
SN
637
Sittner & Nelson
Oregon
$12.5K – – –
BWL
638
Bogart Wealth LLC
Virginia
$12.3K – – –
PP
639
Paloma Partners
Connecticut
$12.2K -$5.18M -48,664 -100%
HL
640
HeadInvest LLC
Maine
$11.7K +$11.7K +112 New
PWMG
641
Prestige Wealth Management Group
New Jersey
$11.6K +$319 +3 +3%
BBHC
642
Brown Brothers Harriman & Co
New York
$11.1K +$3.3K +31 +42%
TFGT
643
TS Financial Group (TSFG)
Illinois
$11K – – –
CSB
644
City State Bank
Iowa
$11K – – –
C
645
Covestor
United Kingdom
$11K – – –
BLC
646
Brown, Lisle/Cummings
Rhode Island
$10.6K – – –
MCM
647
Manchester Capital Management
Vermont
$10.6K – – –
MA
648
MCF Advisors
Kentucky
$10.6K – – –
MSFP
649
Mark Sheptoff Financial Planning
Connecticut
$10.6K – – –
FRA
650
Front Row Advisors
California
$10.6K – – –
24 25
26
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