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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 %
BG
776
Bahl & Gaynor
Ohio
– -$318K -2,218 Closed
BP
777
Ballentine Partners
Massachusetts
– -$313K -2,178 Closed
IFU
778
iSAM Funds (UK)
United Kingdom
– -$308K -2,149 Closed
MAS
779
Meeder Advisory Services
Ohio
– -$306K -2,133 Closed
SCM
780
Stonebridge Capital Management
California
– -$301K -2,100 Closed
VAS
781
Vestmark Advisory Solutions
Massachusetts
– -$299K -2,087 Closed
KP
782
Keel Point
Alabama
– -$286K -1,993 Closed
CA
783
Crewe Advisors
Utah
– -$273K -1,904 Closed
PFGIA
784
Patriot Financial Group Insurance Agency
Massachusetts
– -$269K -1,872 Closed
LWM
785
Laidlaw Wealth Management
New York
– -$264K -1,842 Closed
WGAM
786
Wilkinson Global Asset Management
New York
– -$254K -1,773 Closed
RSWM
787
Robertson Stephens Wealth Management
California
– -$254K -1,773 Closed
GHA
788
GW Henssler & Associates
Georgia
– -$254K -1,771 Closed
BRWA
789
B. Riley Wealth Advisors
Florida
– -$251K -1,749 Closed
LA
790
LexAurum Advisors
Kansas
– -$250K -1,743 Closed
GT
791
Greenleaf Trust
Michigan
– -$248K -1,731 Closed
BWM
792
Baron Wealth Management
Michigan
– -$248K -1,726 Closed
LT
793
Legacy Trust
Michigan
– -$241K -1,682 Closed
ECM
794
Evergreen Capital Management
Washington
– -$237K -1,650 Closed
GA
795
Geller Advisors
New York
– -$235K -1,635 Closed
NP
796
Nilsine Partners
Colorado
– -$231K -1,608 Closed
Two Sigma Investments
797
Two Sigma Investments
New York
– -$230K -1,600 Closed
KeyBank National Association
798
KeyBank National Association
Ohio
– -$224K -1,559 Closed
EI
799
Ellevest Inc
New York
– -$224K -1,558 Closed
FSA
800
Franklin Street Advisors
North Carolina
– -$220K -1,533 Closed
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