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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
$730M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$148M
3
Ameriprise
Ameriprise
Minnesota
$134M
4
Citadel Advisors
Citadel Advisors
Florida
$168M
5
MIP
Mondrian Investment Partners
United Kingdom
$88.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$725M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
$0
3
Capital World Investors
Capital World Investors
California
$1.82B
4
Capital Research Global Investors
Capital Research Global Investors
California
$43.5M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UFF
701
USA Financial Formulas
Michigan
$1.49K – – –
EBA
702
Eagle Bay Advisors
New York
$1.38K -$426 -4 -24%
PPC
703
Park Place Capital
Alabama
$1.28K – – –
FGA
704
Fortis Group Advisors
New Jersey
$1.28K +$1.28K +12 New
GWSG
705
GPS Wealth Strategies Group
Colorado
$1.07K – – –
VWM
706
Venturi Wealth Management
Texas
$1.07K +$1.07K +10 New
VNA
707
Valley National Advisers
Pennsylvania
$1K – – –
JGIA
708
Jackson Grant Investment Advisers
Connecticut
$958 – – –
JWM
709
Janiczek Wealth Management
Colorado
$852 – – –
CHA
710
Carmichael Hill & Associates
Maryland
$852 – – –
Legacy Financial Group (Iowa)
711
Legacy Financial Group (Iowa)
Iowa
$745 +$745 +7 New
ECM
712
Everence Capital Management
Indiana
$739 +$739 +6,940 New
TWD
713
True Wealth Design
Ohio
$639 – – –
SCA
714
Stonebridge Capital Advisors
Minnesota
$639 – – –
SJIM
715
St. Johns Investment Management
Florida
$426 +$426 +4 New
MIM
716
Macroview Investment Management
Maryland
$426 +$426 +4 New
RCM
717
Raleigh Capital Management
North Carolina
$408 +$408 +4 New
TCA
718
Trifecta Capital Advisors
Illinois
$320 – – –
WA
719
WestEnd Advisors
North Carolina
$319 +$319 +3 New
PCTC
720
Perkins Coie Trust Company
Washington
$319 +$319 +3 New
TWP
721
TFO Wealth Partners
Ohio
$287 +$287 +2 New
TIM
722
Tortoise Investment Management
New York
$213 – – –
CTA
723
Colonial Trust Advisors
South Carolina
$213 +$213 +2 New
M
724
MOTCO
Texas
$106 -$212 -2 -67%
CPG
725
Cornerstone Planning Group
New Jersey
$106 +$106 +1 New
27 28
29
30 31