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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
$1.47B
2
Capital World Investors
Capital World Investors
California
$3.16B
3
Capital International Investors
Capital International Investors
California
$860M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$319M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$698M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$112M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$333M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$12.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.3B
5
Morgan Stanley
Morgan Stanley
New York
$524M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFGT
726
TS Financial Group (TSFG)
Illinois
$14K – – –
FRA
727
Front Row Advisors
California
$14K – – –
CSB
728
City State Bank
Iowa
$14K – – –
HBW
729
Hazlett, Burt & Watson
West Virginia
$13K – – –
Parallax Volatility Advisers
730
Parallax Volatility Advisers
California
$12.9K -$3.43M -23,860 -100%
TAM
731
Tucker Asset Management
Colorado
$12.1K – – –
TH
732
TCTC Holdings
Texas
$10.8K – – –
BBHC
733
Brown Brothers Harriman & Co
New York
$10.8K +$3.73K +26 +53%
TIM
734
Thompson Investment Management
Wisconsin
$10.6K +$10.6K +74 New
SSB
735
Sandy Spring Bank
Maryland
$10K – – –
BIA
736
Bell Investment Advisors
California
$9.48K +$4.02K +28 +74%
SC
737
Schubert & Co
Texas
$9.19K -$287 -2 -3%
FMP
738
Financial Management Professionals
Texas
$9K – – –
HCP
739
Hexagon Capital Partners
Arkansas
$8.76K -$7.47K -52 -46%
QC
740
Quent Capital
New York
$8.61K – – –
APC
741
Aspire Private Capital
North Carolina
$8.47K – – –
GGI
742
Godsey & Gibb Inc
Virginia
$8.33K +$8.33K +58 New
AF
743
Advisornet Financial
Minnesota
$7.61K +$574 +4 +8%
HWM
744
HighMark Wealth Management
Minnesota
$7.61K +$718 +5 +10%
WIM
745
Westside Investment Management
California
$7.18K – – –
SWA
746
Sutton Wealth Advisors
Florida
$7.03K -$574 -4 -8%
RBC
747
Roble Belko & Company
Pennsylvania
$7K – – –
RFG
748
RFP Financial Group
Georgia
$6.75K – – –
ECM
749
Estabrook Capital Management
New York
$6.46K – – –
BCWM
750
Bartlett & Co Wealth Management
Ohio
$6.32K – – –
28 29
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