DLTR icon

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
1
Capital International Investors
California
$1.09B
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$169M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$161M
4
Citadel Advisors
4
Citadel Advisors
Florida
$132M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$287M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$2.72B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$218M
3
Amundi
3
Amundi
France
$109M
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$66.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
701
Brown Brothers Harriman & Co
New York
$10.5K -$287 -2 -3%
HCP
702
Hexagon Capital Partners
Arkansas
$9.18K +$431 +3 +5%
FMP
703
Financial Management Professionals
Texas
$9K – – –
QC
704
Quent Capital
New York
$8.61K – – –
APC
705
Aspire Private Capital
North Carolina
$8.47K – – –
GGI
706
Godsey & Gibb Inc
Virginia
$8.32K – – –
SSG
707
Summit Securities Group
New York
$8K +$8K +58 New
HWM
708
HighMark Wealth Management
Minnesota
$7.89K +$287 +2 +4%
BWM
709
Baystate Wealth Management
Massachusetts
$7.89K +$2.87K +20 +57%
WIM
710
Westside Investment Management
California
$7.18K – – –
SWA
711
Sutton Wealth Advisors
Florida
$7.03K – – –
RBC
712
Roble Belko & Company
Pennsylvania
$7K – – –
RFG
713
RFP Financial Group
Georgia
$6.75K – – –
SSB
714
Sandy Spring Bank
Maryland
$6.46K -$3.59K -25 -36%
BIA
715
Bell Investment Advisors
California
$6.46K -$3.01K -21 -32%
ECM
716
Estabrook Capital Management
New York
$6.46K – – –
BCWM
717
Bartlett & Co Wealth Management
Ohio
$6.31K – – –
HWM
718
Horizons Wealth Management
North Carolina
$6.31K +$1.87K +13 +42%
BC
719
Bartlett & Co
Ohio
$6K – – –
GKIM
720
GW&K Investment Management
Massachusetts
$6K +$5.72K +41 +2,050%
GG
721
Gleason Group
Kentucky
$5.74K – – –
MFT
722
Moisand Fitzgerald Tamayo
Florida
$5.6K – – –
LWANC
723
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.31K – – –
GI
724
Gradient Investments
Minnesota
$4.88K +$1.29K +9 +36%
ETC
725
Exchange Traded Concepts
Oklahoma
$4.74K +$3.16K +22 +200%
27 28
29
30 31