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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 %
MA
651
MCF Advisors
Kentucky
$10.6K – – –
TAM
652
Tucker Asset Management
Colorado
$9.79K +$852 +8 +10%
GBT
653
Grove Bank & Trust
Florida
$9.69K -$76.8K -721 -89%
MCM
654
MV Capital Management
Maryland
$9.05K -$4.15K -39 -31%
SIC
655
Salem Investment Counselors
North Carolina
$8.73K -$32.5K -305 -79%
SIS
656
Sound Income Strategies
Florida
$8.41K +$8.41K +79 New
TH
657
TCTC Holdings
Texas
$7.98K – – –
MPWT
658
MassMutual Private Wealth & Trust
Connecticut
$7.88K -$30K -282 -79%
TIM
659
Thompson Investment Management
Wisconsin
$7.88K – – –
CTB
660
Country Trust Bank
Illinois
$7.13K +$7.13K +67 New
QC
661
Quent Capital
New York
$6.92K +$532 +5 +8%
HWM
662
HighMark Wealth Management
Minnesota
$6.49K +$639 +6 +11%
APC
663
Aspire Private Capital
North Carolina
$6.28K – – –
GGI
664
Godsey & Gibb Inc
Virginia
$6.18K – – –
HBW
665
Hazlett, Burt & Watson
West Virginia
$6K -$3K -30 -33%
RBC
666
Roble Belko & Company
Pennsylvania
$6K – – –
ZB
667
Zions Bancorporation
Utah
$5.75K -$126K -1,183 -96%
WIM
668
Westside Investment Management
California
$5.32K – – –
BIA
669
Bell Investment Advisors
California
$5.22K +$426 +4 +9%
SWA
670
Sutton Wealth Advisors
Florida
$5.22K – – –
RFG
671
RFP Financial Group
Georgia
$5K – – –
BC
672
Bartlett & Co
Ohio
$5K – – –
CCP
673
Carmel Capital Partners
California
$4.79K +$4.79K +45 New
CWC
674
Carolinas Wealth Consulting
North Carolina
$4.78K -$21.6K -194 -82%
BCWM
675
Bartlett & Co Wealth Management
Ohio
$4.68K – – –
25 26
27
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