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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 %
HWM
676
Horizons Wealth Management
North Carolina
$4.68K – – –
GG
677
Gleason Group
Kentucky
$4.26K – – –
MFT
678
Moisand Fitzgerald Tamayo
Florida
$4.15K – – –
GKIM
679
GW&K Investment Management
Massachusetts
$4K -$410 -4 -9%
LWANC
680
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.94K – – –
BWM
681
Baystate Wealth Management
Massachusetts
$3.73K -$2.13K -20 -36%
WTA
682
Washington Trust Advisors
Massachusetts
$3.41K -$21.2K -199 -86%
GI
683
Gradient Investments
Minnesota
$3.19K -$426 -4 -12%
AIC
684
Archer Investment Corporation
Indiana
$3.19K – – –
SFG
685
Steward Financial Group
Texas
$3K -$5.9K -61 -66%
FMP
686
Financial Management Professionals
Texas
$3K -$4.22K -38 -58%
SSG
687
Summit Securities Group
New York
$3K -$3.96K -33 -57%
SFCL
688
Strengthening Families & Communities LLC
Massachusetts
$3K – – –
HI
689
Hoey Investments
Pennsylvania
$2.98K – – –
SSB
690
Sandy Spring Bank
Maryland
$2.66K -$2.13K -20 -44%
VAG
691
VisionPoint Advisory Group
Texas
$2.66K -$448K -4,209 -99%
SIC
692
SJS Investment Consulting
Ohio
$2.34K -$533 -5 -19%
BFPW
693
BOK Financial Private Wealth
Colorado
$2.34K – – –
PB
694
Pinnacle Bancorp
Nebraska
$2.13K -$852 -8 -29%
AWA
695
Authentikos Wealth Advisory
California
$2.13K +$2.13K +20 New
FMTCOCP
696
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –
LF
697
Lee Financial
Texas
$1.92K – – –
KFS
698
Kelly Financial Services
Massachusetts
$1.92K – – –
WWP
699
WR Wealth Planners
Missouri
$1.6K – – –
HCP
700
Hexagon Capital Partners
Arkansas
$1.49K -$5.32K -50 -78%
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