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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 %
CI
826
Conning Inc
Connecticut
– -$213K -1,486 Closed
LOAMS
827
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$210K -1,462 Closed
AAS
828
Avantax Advisory Services
Texas
– -$208K -1,451 Closed
FIM
829
Freedom Investment Management
Connecticut
– -$208K -1,450 Closed
BAM
830
Belpointe Asset Management
Nevada
– -$181K -1,258 Closed
CF
831
Centaurus Financial
California
– -$158K -1,101 Closed
PVH
832
Psagot Value Holdings
Israel
– -$154K -1,100 Closed
GLLW
833
Graves Light Lenhart Wealth
Virginia
– -$124K -866 Closed
HIIFS
834
Harel Insurance Investments & Financial Services
Israel
– -$102K -723 Closed
MIA
835
Milestone Investment Advisors
Wisconsin
– -$95.7K -667 Closed
AG
836
AIA Group
Hong Kong
– -$93.9K -654 Closed
AAS
837
Ameritas Advisory Services
Nebraska
– -$95.8K -642 Closed
CIA
838
Cape Investment Advisory
Georgia
– -$49.1K -342 Closed
TWA
839
TCI Wealth Advisors
Arizona
– -$23.1K -161 Closed
AC
840
Avestar Capital
New York
– -$19.2K -134 Closed
TCOV
841
Trust Company of Vermont
Vermont
– -$18.8K -131 Closed
Parallax Volatility Advisers
842
Parallax Volatility Advisers
California
– -$12.9K -90 Closed
SC
843
Schubert & Co
Texas
– -$9.19K -64 Closed
CAC
844
Core Alternative Capital
Georgia
– -$5.02K -35 Closed
SSC
845
Syverson Strege & Co
Iowa
– -$3.02K -21 Closed
HPC
846
HM Payson & Co
Maine
– -$1.72K -12 Closed
SIS
847
Strategic Investment Solutions
Illinois
– -$1.72K -12 Closed
2L
848
25 LLC
Missouri
– -$467 -3 Closed
WA
849
WestEnd Advisors
North Carolina
– -$287 – –
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