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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 %
RBC
826
Romano Brothers & Co
Illinois
– -$540K -3,818 Closed
HBT
827
Heartland Bank & Trust
Illinois
– -$528K -3,734 Closed
FRM
828
Fox Run Management
Connecticut
– -$508K -3,595 Closed
DEA
829
DoubleLine ETF Adviser
Florida
– -$484K -3,422 Closed
AI
830
Atom Investors
Texas
– -$400K -2,828 Closed
GA
831
Gateway Advisory
New Jersey
– -$389K -2,753 Closed
LTI
832
Laffer Tengler Investments
Tennessee
– -$381K -2,691 Closed
TAM
833
Trust Asset Management
Texas
– -$359K -2,537 Closed
HSA
834
HBK Sorce Advisory
Pennsylvania
– -$237K -2,474 Closed
HT
835
Headlands Technologies
Illinois
– -$326K -2,308 Closed
SAI
836
Systematic Alpha Investments
New Jersey
– -$320K -2,262 Closed
ECM
837
Everence Capital Management
Indiana
– -$317 -2,240 Closed
EWM
838
Empirical Wealth Management
Washington
– -$288K -2,033 Closed
DAS
839
Dynamic Advisor Solutions
Arizona
– -$270K -1,907 Closed
F4L
840
Fortune 45 LLC
Louisiana
– -$264K -1,864 Closed
DADC
841
D.A. Davidson & Co
Montana
– -$257K -1,815 Closed
GCP
842
GSA Capital Partners
United Kingdom
– -$247K -1,749 Closed
SGI
843
Summit Global Investments
Utah
– -$239K -1,690 Closed
SQA
844
Simon Quick Advisors
New Jersey
– -$233K -1,648 Closed
CCM
845
Chimera Capital Management
New York
– -$230K -1,624 Closed
MHS
846
M Holdings Securities
Oregon
– -$225K -1,587 Closed
BPC
847
Banque Pictet & Cie
Switzerland
– -$215K -1,517 Closed
XT
848
XTX Topco
Cayman Islands
– -$210K -1,483 Closed
SPP
849
Single Point Partners
Massachusetts
– -$207K -1,466 Closed
MS
850
Maven Securities
Jersey
– -$205K -1,452 Closed
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