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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 %
FA
726
Fiduciary Alliance
South Carolina
$4.59K +$4.59K +32 New
AIC
727
Archer Investment Corporation
Indiana
$4.31K +$4.31K +30 New
PB
728
Pinnacle Bancorp
Nebraska
$4.02K – – –
HI
729
Hoey Investments
Pennsylvania
$4.02K – – –
SFCL
730
Strengthening Families & Communities LLC
Massachusetts
$4K – – –
SIC
731
SJS Investment Consulting
Ohio
$3.88K -$574 -4 -13%
DI
732
Disciplined Investments
Oklahoma
$3.73K -$287 -2 -7%
RI
733
Ridgewood Investments
New Jersey
$3.73K – – –
SA
734
SRH Advisors
Kansas
$3.16K – – –
BFPW
735
BOK Financial Private Wealth
Colorado
$3.16K – – –
TAIM
736
TD Ameritrade Investment Management
Nebraska
$3K -$1.5K -11 -33%
FMTCOCP
737
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K – – –
KFS
738
Kelly Financial Services
Massachusetts
$2.58K – – –
LF
739
Lee Financial
Texas
$2.58K +$2.58K +18 New
EBA
740
Eagle Bay Advisors
New York
$2.44K -$287 -2 -11%
WWP
741
WR Wealth Planners
Missouri
$2.15K +$2.15K +15 New
UFF
742
USA Financial Formulas
Michigan
$2.01K – – –
VNA
743
Valley National Advisers
Pennsylvania
$2K – – –
WP
744
WealthPLAN Partners
Nebraska
$1.72K – – –
PPC
745
Park Place Capital
Alabama
$1.72K – – –
GWSG
746
GPS Wealth Strategies Group
Colorado
$1.44K – – –
JGIA
747
Jackson Grant Investment Advisers
Connecticut
$1.29K – – –
JWM
748
Janiczek Wealth Management
Colorado
$1.15K – – –
CHA
749
Carmichael Hill & Associates
Maryland
$1.15K – – –
SVCP
750
Silicon Valley Capital Partners
California
$1.15K +$1.15K +8 New
28 29
30
31 32