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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 %
CT
651
Colonial Trust
South Carolina
$71.8K – – –
CA
652
Clearstead Advisors
Ohio
$71.2K – – –
RTC
653
Riverview Trust Company
Washington
$70.2K – – –
EWA
654
EverSource Wealth Advisors
Alabama
$70.1K -$574 -4 -0.8%
BAAM
655
Baker Avenue Asset Management
California
$68.6K +$431 +3 +0.6%
VCM
656
Versant Capital Management
Arizona
$66.4K – – –
CWC
657
Carolinas Wealth Consulting
North Carolina
$65.6K -$20.7K -144 -24%
IA
658
IFP Advisors
Florida
$61K -$330K -8,291 -84%
VC
659
Vestor Capital
Illinois
$58K – – –
CFD
660
Creative Financial Designs
Indiana
$57.4K – – –
CYG
661
Clean Yield Group
Vermont
$57.4K – – –
UB
662
UMB Bank
Missouri
$55.1K -$1.72K -12 -3%
HWA
663
Heritage Wealth Advisors
Virginia
$54.1K -$8.18K -57 -13%
SIC
664
Salem Investment Counselors
North Carolina
$53.7K – – –
TC
665
Tacita Capital
Ontario, Canada
$52K – – –
WT
666
Washington Trust
Rhode Island
$49.4K +$431 +3 +0.9%
CIA
667
Cape Investment Advisory
Georgia
$49.1K +$49.1K +342 New
AF
668
Allworth Financial
California
$49K -$4.88K -34 -9%
HI
669
Harbour Investments
Wisconsin
$47.2K +$5.46K +38 +13%
TPCW
670
TD Private Client Wealth
New York
$46.9K -$661K -4,605 -93%
RFA
671
Resurgent Financial Advisors
Georgia
$46.4K -$24.4K -170 -34%
GWS
672
Glassman Wealth Services
Virginia
$45.4K +$4.02K +28 +10%
LCM
673
Logan Capital Management
Pennsylvania
$45.2K – – –
FHA
674
First Horizon Advisors
Tennessee
$45.1K +$20.1K +140 +80%
LS
675
Livforsakringsbolaget Skandia
Sweden
$44.8K – – –
25 26
27
28 29