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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 %
NRG
676
Nemes Rush Group
Michigan
$17.9K +$17.9K +125 New
MCM
677
MV Capital Management
Maryland
$17.8K -$718 -5 -4%
HS
678
Horan Securities
United States
$17.8K – – –
BWA
679
BDO Wealth Advisors
Florida
$17.8K +$1.44K +10 +9%
CCA
680
Catalyst Capital Advisors
New York
$17.5K -$1.44K -10 -8%
SN
681
Sittner & Nelson
Oregon
$16.8K – – –
BWL
682
Bogart Wealth LLC
Virginia
$16.6K – – –
PWMG
683
Prestige Wealth Management Group
New Jersey
$15.2K -$4.02K -28 -21%
C
684
Covestor
United Kingdom
$15K – – –
MCM
685
Manchester Capital Management
Vermont
$14.4K – – –
BLC
686
Brown, Lisle/Cummings
Rhode Island
$14.4K – – –
MA
687
MCF Advisors
Kentucky
$14.4K – – –
MSFP
688
Mark Sheptoff Financial Planning
Connecticut
$14.4K – – –
CSWM
689
Cassady Schiller Wealth Management
Ohio
$14.4K – – –
BAM
690
Bosun Asset Management
Illinois
$14.4K +$14.4K +100 New
FRA
691
Front Row Advisors
California
$14K – – –
TFGT
692
TS Financial Group (TSFG)
Illinois
$14K – – –
CSB
693
City State Bank
Iowa
$14K – – –
BWM
694
BerganKDV Wealth Management
Minnesota
$13.6K -$2.58K -18 -16%
HBW
695
Hazlett, Burt & Watson
West Virginia
$13K – – –
SFG
696
Steward Financial Group
Texas
$13K +$13K +92 New
TAM
697
Tucker Asset Management
Colorado
$12.1K – – –
ODG
698
O'Dell Group
Ohio
$11.5K +$11.5K +80 New
TH
699
TCTC Holdings
Texas
$10.8K – – –
TIM
700
Thompson Investment Management
Wisconsin
$10.6K – – –
26 27
28
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