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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 %
HVM
751
Harvest Volatility Management
Connecticut
– -$975K -6,793 Closed
Rockefeller Capital Management
752
Rockefeller Capital Management
New York
– -$937K -6,530 Closed
EP
753
Edgestream Partners
New Jersey
– -$764K -5,324 Closed
SAM
754
Strategy Asset Managers
California
– -$738K -5,146 Closed
LWA
755
Lineweaver Wealth Advisors
Ohio
– -$738K -5,140 Closed
CQS
756
Credential Qtrade Securities
– -$694K -4,835 Closed
BCM
757
Barden Capital Management
Texas
– -$675K -4,707 Closed
SM
758
Sciencast Management
New Jersey
– -$666K -4,608 Closed
AAF
759
Andra AP-fonden
Sweden
– -$631K -4,400 Closed
TSS
760
Two Sigma Securities
New York
– -$604K -4,209 Closed
DC
761
Dantai Capital
Hong Kong
– -$574K -4,000 Closed
CG
762
Cutler Group
California
– -$508K -3,543 Closed
QCM
763
Quantinno Capital Management
New York
– -$505K -3,520 Closed
KLC
764
Knowledge Leaders Capital
Colorado
– -$438K -3,050 Closed
VIA
765
Vident Investment Advisory
Georgia
– -$393K -2,737 Closed
IAA
766
Ironsides Asset Advisors
North Carolina
– -$372K -2,593 Closed
OQS
767
Occudo Quantitative Strategies
Florida
– -$372K -2,590 Closed
HIC
768
Holderness Investments Company
North Carolina
– -$364K -2,540 Closed
FAT
769
First American Trust
California
– -$358K -2,493 Closed
BL
770
Balentine LLC
Georgia
– -$357K -2,491 Closed
SIA
771
Schechter Investment Advisors
Michigan
– -$350K -2,436 Closed
CCM
772
Coldstream Capital Management
Washington
– -$343K -2,390 Closed
VC
773
Veracity Capital
Georgia
– -$335K -2,334 Closed
AS
774
Altshuler Shaham
Israel
– -$330K -2,303 Closed
AA
775
ALPS Advisors
Colorado
– -$325K -2,265 Closed
29 30
31
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