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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 %
QL
801
Quarry LP
New York
– -$780K -5,436 Closed
SWM
802
SeaCrest Wealth Management
New York
– -$629K -4,380 Closed
AAM
803
Ardevora Asset Management
United Kingdom
– -$617K -4,300 Closed
BC
804
Bridgefront Capital
Texas
– -$601K -4,185 Closed
WPW
805
Waldron Private Wealth
Pennsylvania
– -$578K -4,024 Closed
MC
806
Maverick Capital
Texas
– -$563K -3,925 Closed
WC
807
Weil Company
California
– -$519K -3,618 Closed
OC
808
Oppenheimer & Co
New York
– -$473K -3,296 Closed
PI
809
PEAK6 Investments
Illinois
– -$447K -3,116 Closed
DS
810
DRW Securities
Illinois
– -$369K -2,571 Closed
YIH
811
Y-Intercept (HK)
Hong Kong
– -$360K -2,506 Closed
AWS
812
Atria Wealth Solutions
New York
– -$356K -2,479 Closed
GIA
813
Gateway Investment Advisers
Ohio
– -$352K -2,449 Closed
DBRC
814
D.B. Root & Company
Pennsylvania
– -$331K -2,307 Closed
PCM
815
Pointe Capital Management
Michigan
– -$321K -2,235 Closed
CW
816
CIC Wealth
Maryland
– -$281K -1,960 Closed
BCM
817
Bridgeway Capital Management
Texas
– -$273K -1,900 Closed
LCWP
818
Legacy Capital Wealth Partners
Arkansas
– -$262K -1,824 Closed
CA
819
Continuum Advisory
Idaho
– -$251K -1,747 Closed
LIP
820
Lighthouse Investment Partners
Florida
– -$250K -1,743 Closed
HTC
821
Haverford Trust Company
Pennsylvania
– -$247K -1,722 Closed
UCFA
822
United Capital Financial Advisors
Texas
– -$228K -1,592 Closed
AC
823
Annandale Capital
Texas
– -$229K -1,592 Closed
KFSC
824
Keystone Financial Services (Colorado)
Colorado
– -$221K -1,537 Closed
OTL
825
Oak Thistle LLC
New York
– -$220K -1,534 Closed
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