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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 %
PA
751
PSI Advisors
Florida
$1.15K +$1.15K +8 New
AAP
752
Arax Advisory Partners
Colorado
$1.01K -$574 -4 -36%
VF
753
VitalStone Financial
Texas
$1K -$29.3K -234 -97%
AW
754
Avion Wealth
Texas
$1K +$462 +6 +86%
TWD
755
True Wealth Design
Ohio
$861 -$3.16K -22 -79%
SCA
756
Stonebridge Capital Advisors
Minnesota
$861 – – –
WPA
757
West Paces Advisors
Georgia
$718 – – –
PFG
758
Piershale Financial Group
Illinois
$718 – – –
TCA
759
Trifecta Capital Advisors
Illinois
$431 – – –
M
760
MOTCO
Texas
$431 +$431 +3 New
TIM
761
Tortoise Investment Management
New York
$287 – – –
IIP
762
Intermede Investment Partners
United Kingdom
– -$113M -787,214 Closed
MNG
763
Manning & Napier Group
New York
– -$79.6M -554,794 Closed
Artisan Partners
764
Artisan Partners
Wisconsin
– -$63.9M -445,377 Closed
SIMG
765
Stephens Investment Management Group
Texas
– -$50.2M -349,841 Closed
JCM
766
Junto Capital Management
New York
– -$30.2M -210,060 Closed
Capital Fund Management (CFM)
767
Capital Fund Management (CFM)
France
– -$18.2M -126,773 Closed
JGC
768
J. Goldman & Co
New York
– -$16.6M -115,350 Closed
WBC
769
Westpac Banking Corp
Australia
– -$16.4M -114,203 Closed
MSV
770
MN Services Vermogensbeheer
Netherlands
– -$15.9M -110,800 Closed
MIS
771
Morningstar Investment Services
Illinois
– -$12.2M -86,285 Closed
Arrowstreet Capital
772
Arrowstreet Capital
Massachusetts
– -$12.2M -85,266 Closed
WP
773
Woodline Partners
California
– -$7.93M -55,256 Closed
SC
774
Shellback Capital
Massachusetts
– -$5.38M -37,508 Closed
ACM
775
Aquatic Capital Management
Illinois
– -$4.81M -33,500 Closed
29 30
31
32 33