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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 %
GWM
676
Geneos Wealth Management
Colorado
$43.1K – – –
SC
677
Stephens Consulting
Michigan
$43.1K – – –
WTA
678
Washington Trust Advisors
Massachusetts
$42.8K -$18.1K -126 -30%
LC
679
Lindbrook Capital
California
$42.5K +$9.76K +68 +30%
BTI
680
Blue Trust Inc
Georgia
$41K -$1.69K -12 -4%
BAM
681
Baldrige Asset Management
Pennsylvania
$37K +$284 +2 +0.8%
PFBT
682
Parkside Financial Bank & Trust
Missouri
$35.6K +$1.58K +11 +5%
VF
683
VitalStone Financial
Texas
$34K +$34K +242 New
WT
684
Whittier Trust
California
$33.4K – – –
CFO
685
CVA Family Office
Colorado
$33K – – –
MTIC
686
Missouri Trust & Investment Company
Missouri
$32K – – –
PMFA
687
Plante Moran Financial Advisors
Michigan
$31K – – –
LWCFA
688
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$30.9K – – –
HFS
689
Hantz Financial Services
Michigan
$30K +$14.2K +100 +89%
NFSG
690
Newbridge Financial Services Group
Florida
$29.6K -$1.44K -10 -5%
ATC
691
Adirondack Trust Company
New York
$28.7K – – –
RFA
692
Register Financial Advisors
Georgia
$28.7K – – –
MPWT
693
MassMutual Private Wealth & Trust
Connecticut
$28.7K +$13.8K +96 +92%
PCA
694
Providence Capital Advisors
North Carolina
$28.4K – – –
FNBOSM
695
First National Bank of South Miami
Florida
$27.3K – – –
IGWM
696
ICA Group Wealth Management
Colorado
$26.6K – – –
JWA
697
JFS Wealth Advisors
Pennsylvania
$25K -$39.2K -273 -61%
SWM
698
Spire Wealth Management
Virginia
$24.4K -$1.44K -10 -6%
DAC
699
Dividend Assets Capital
South Carolina
$24K – – –
AIP
700
Ahrens Investment Partners
Louisiana
$24K +$24K +167 New
26 27
28
29 30