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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 %
BC
751
Bartlett & Co
Ohio
$6K – – –
GG
752
Gleason Group
Kentucky
$5.74K – – –
MFT
753
Moisand Fitzgerald Tamayo
Florida
$5.6K – – –
LWANC
754
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.31K – – –
Commonwealth Equity Services
755
Commonwealth Equity Services
Massachusetts
$5.12K +$554 +3,861 +12%
BWM
756
Baystate Wealth Management
Massachusetts
$5.02K – – –
CAC
757
Core Alternative Capital
Georgia
$5.02K +$5.02K +35 New
TAIM
758
TD Ameritrade Investment Management
Nebraska
$5K – – –
SIC
759
SJS Investment Consulting
Ohio
$4.45K – – –
HWM
760
Horizons Wealth Management
North Carolina
$4.45K – – –
LFG
761
Larson Financial Group
Missouri
$4.31K – – –
TWD
762
True Wealth Design
Ohio
$4.02K +$3.16K +22 +367%
HI
763
Hoey Investments
Pennsylvania
$4.02K +$4.02K +28 New
PB
764
Pinnacle Bancorp
Nebraska
$4.02K – – –
DI
765
Disciplined Investments
Oklahoma
$4.02K +$718 +5 +22%
RI
766
Ridgewood Investments
New Jersey
$3.73K +$3.73K +26 New
GI
767
Gradient Investments
Minnesota
$3.59K -$144 -1 -4%
BFPW
768
BOK Financial Private Wealth
Colorado
$3.16K – – –
SSC
769
Syverson Strege & Co
Iowa
$3.02K +$3.02K +21 New
SA
770
SRH Advisors
Kansas
$3K – – –
FMTCOCP
771
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K – – –
EBA
772
Eagle Bay Advisors
New York
$2.73K -$718 -5 -21%
KFS
773
Kelly Financial Services
Massachusetts
$2.58K – – –
UFF
774
USA Financial Formulas
Michigan
$2.01K +$2.01K +14 New
PPC
775
Park Place Capital
Alabama
$1.72K -$1.87K -13 -52%
29 30
31
32 33