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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
701
Cambridge Trust
Massachusetts
$23.7K – – –
CP
702
Castleview Partners
Texas
$23.7K – – –
TWA
703
TCI Wealth Advisors
Arizona
$23.1K -$12.6K -88 -35%
CA
704
Centerpoint Advisors
Massachusetts
$23K +$568 +4 +3%
FMII
705
Farmers & Merchants Investments Inc
Nebraska
$22K – – –
PWMG
706
Prestige Wealth Management Group
New Jersey
$19.2K -$1.44K -10 -7%
AC
707
Avestar Capital
New York
$19.2K -$1.29K -9 -6%
CCA
708
Catalyst Capital Advisors
New York
$18.9K -$5.89K -41 -24%
TCOV
709
Trust Company of Vermont
Vermont
$18.8K -$17.9K -125 -49%
AWM
710
Abound Wealth Management
Tennessee
$18.5K +$574 +4 +3%
MCM
711
MV Capital Management
Maryland
$18.5K +$1.44K +10 +8%
AA
712
AlphaMark Advisors
Kentucky
$18K – – –
HS
713
Horan Securities
United States
$17.8K – – –
1832 Asset Management
714
1832 Asset Management
Ontario, Canada
$17.1K +$17.1K +119 New
SN
715
Sittner & Nelson
Oregon
$16.8K – – –
BWL
716
Bogart Wealth LLC
Virginia
$16.7K – – –
BWA
717
BDO Wealth Advisors
Florida
$16.4K – – –
BWM
718
BerganKDV Wealth Management
Minnesota
$16.2K – – –
FFA
719
Farther Finance Advisors
California
$15.5K +$718 +5 +5%
C
720
Covestor
United Kingdom
$15K -$288 -2 -2%
BLC
721
Brown, Lisle/Cummings
Rhode Island
$14.4K – – –
MA
722
MCF Advisors
Kentucky
$14.4K – – –
MCM
723
Manchester Capital Management
Vermont
$14.4K – – –
MSFP
724
Mark Sheptoff Financial Planning
Connecticut
$14.4K – – –
CSWM
725
Cassady Schiller Wealth Management
Ohio
$14.4K – – –
27 28
29
30 31