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Dollar Tree
DLTR

Overview Fund Activity

811 hedge funds and large institutions have $29.9B invested in Dollar Tree in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 243 increasing their positions, 351 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
811
Holders Change
-20
Holders Change %
-2.41%
% of All Funds
14.02%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.4%
New
80
Increased
243
Reduced
351
Closed
90
Calls
$833M
Puts
$616M
Net Calls
+$216M
Net Calls Change
+$322M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$2.43B
2
Amundi
Amundi
France
$263M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$341M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$192M
5
Goldman Sachs
Goldman Sachs
New York
$227M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$128M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$8.53M
3
Invesco
Invesco
Georgia
$154M
4
Franklin Resources
Franklin Resources
California
$319M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
851
Bridgewater Advisors
New York
– -$444K -2,850 Closed
MCM
852
Moore Capital Management
New York
– -$439K -2,819 Closed
CA
853
Cetera Advisors
Colorado
– -$436K -2,796 Closed
EGM
854
Engineers Gate Manager
New York
– -$389K -2,499 Closed
GGHC
855
Gilder Gagnon Howe & Co
New York
– -$342K -2,196 Closed
BFM
856
Boothbay Fund Management
New York
– -$324K -2,082 Closed
NIMI
857
Natixis Investment Managers International
France
– -$309K -1,988 Closed
JSC
858
Jackson Square Capital
California
– -$295K -1,894 Closed
EWM
859
Evercore Wealth Management
New York
– -$261K -1,675 Closed
ESCM
860
Echo Street Capital Management
New York
– -$249K -1,597 Closed
HIS
861
Harvest Investment Services
Illinois
– -$248K -1,596 Closed
UCFA
862
United Capital Financial Advisors
Texas
– -$248K -1,594 Closed
AWM
863
Aries Wealth Management
Maine
– -$238K -1,527 Closed
P
864
Pitcairn
Pennsylvania
– -$230K -1,477 Closed
JFGIW
865
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$229K -1,468 Closed
DAS
866
Dynamic Advisor Solutions
Arizona
– -$227K -1,456 Closed
RA
867
RiverTree Advisors
Florida
– -$226K -1,447 Closed
DWA
868
Douglass Winthrop Advisors
New York
– -$218K -1,400 Closed
OLA
869
Oliver Luxxe Assets
New Jersey
– -$212K -1,358 Closed
PWPS
870
Pinnacle Wealth Planning Services
Ohio
– -$211K -1,355 Closed
AAS
871
Avantax Advisory Services
Texas
– -$208K -1,336 Closed
WMA
872
West Michigan Advisors
Michigan
– -$205K -1,313 Closed
SS
873
Simplicity Solutions
Minnesota
– -$204K -1,306 Closed
BFA
874
Beaumont Financial Advisors
Massachusetts
– -$202K -1,298 Closed
SWA
875
Stratos Wealth Advisors
Ohio
– -$201K -1,291 Closed
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