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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 %
NW
801
NewEdge Wealth
Pennsylvania
– -$218K -1,520 Closed
OIA
802
OneDigital Investment Advisors
Kansas
– -$218K -1,517 Closed
CPA
803
Capital Planning Advisors
California
– -$217K -1,512 Closed
CGL
804
Clarius Group LLC
Washington
– -$216K -1,502 Closed
OPTFSNA
805
Old Point Trust & Financial Services N A
Virginia
– -$215K -1,500 Closed
FG
806
Fiduciary Group
Georgia
– -$213K -1,485 Closed
P
807
Pitcairn
Pennsylvania
– -$210K -1,463 Closed
WAP
808
Wealthcare Advisory Partners
Pennsylvania
– -$205K -1,426 Closed
WANY
809
Wealthspire Advisors (New York)
New York
– -$203K -1,413 Closed
CIC
810
Cornercap Investment Counsel
Georgia
– -$203K -1,412 Closed
PL
811
Perpetual Ltd
Australia
– -$201K -1,401 Closed
DWA
812
Douglass Winthrop Advisors
New York
– -$201K -1,400 Closed
GFWA
813
Grey Fox Wealth Advisors
Delaware
– -$201K -1,399 Closed
SOW
814
State of Wyoming
Wyoming
– -$171K -1,192 Closed
FBC
815
Fairfield, Bush & Co
Connecticut
– -$77.5K -540 Closed
OP
816
ORG Partners
Indiana
– -$45.4K -317 Closed
CFO
817
CVA Family Office
Colorado
– -$34.4K -240 Closed
LWCFA
818
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$30.9K -215 Closed
IGWM
819
ICA Group Wealth Management
Colorado
– -$26.5K -185 Closed
HS
820
Horan Securities
United States
– -$17.8K -124 Closed
BAM
821
Bosun Asset Management
Illinois
– -$14.4K -100 Closed
ODG
822
O'Dell Group
Ohio
– -$11.5K -80 Closed
ECM
823
Estabrook Capital Management
New York
– -$6.46K -45 Closed
ETC
824
Exchange Traded Concepts
Oklahoma
– -$4.74K -33 Closed
FA
825
Fiduciary Alliance
South Carolina
– -$4.59K -32 Closed
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