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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 %
HPC
776
HM Payson & Co
Maine
$1.72K +$1.72K +12 New
WP
777
WealthPLAN Partners
Nebraska
$1.72K +$1.72K +12 New
SIS
778
Strategic Investment Solutions
Illinois
$1.72K +$1.72K +12 New
AAP
779
Arax Advisory Partners
Colorado
$1.58K – – –
ETC
780
Exchange Traded Concepts
Oklahoma
$1.58K -$20.8K -145 -93%
GWSG
781
GPS Wealth Strategies Group
Colorado
$1.44K +$1.44K +10 New
JGIA
782
Jackson Grant Investment Advisers
Connecticut
$1.29K +$1.29K +9 New
JWM
783
Janiczek Wealth Management
Colorado
$1.18K – – –
CHA
784
Carmichael Hill & Associates
Maryland
$1.15K – – –
VNA
785
Valley National Advisers
Pennsylvania
$1K – – –
PCM
786
Penserra Capital Management
California
$1K – – –
SCA
787
Stonebridge Capital Advisors
Minnesota
$861 – – –
WPA
788
West Paces Advisors
Georgia
$718 – – –
PFG
789
Piershale Financial Group
Illinois
$718 – – –
2L
790
25 LLC
Missouri
$467 +$467 +3 New
TCA
791
Trifecta Capital Advisors
Illinois
$431 – – –
WA
792
WestEnd Advisors
North Carolina
$287 -$141 -1 Closed
TIM
793
Tortoise Investment Management
New York
$287 – – –
SFCL
794
Strengthening Families & Communities LLC
Massachusetts
$4 – – –
SC
795
Sculptor Capital
New York
– -$56.3M -398,000 Closed
ZIG
796
Zurich Insurance Group
Switzerland
– -$43.5M -307,648 Closed
Marshall Wace
797
Marshall Wace
United Kingdom
– -$42.3M -298,763 Closed
GL
798
Governors Lane
New York
– -$15.1M -106,900 Closed
TC
799
Tenere Capital
New York
– -$11.9M -83,830 Closed
KCM
800
Kingdon Capital Management
New York
– -$10.3M -72,500 Closed
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