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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 %
ESCM
851
Echo Street Capital Management
New York
– -$205K -1,448 Closed
SIM
852
Sentry Investment Management
Wisconsin
– -$199K -1,405 Closed
USCWA
853
U.S. Capital Wealth Advisors
Texas
– -$108K -764 Closed
ME
854
McIlrath & Eck
Washington
– -$60.3K -426 Closed
FAM
855
Fred Alger Management
New York
– -$38K -269 Closed
ANBT
856
American National Bank & Trust
Texas
– -$28K -201 Closed
SC
857
Seldon Capital
California
– -$26.3K -186 Closed
ZIG
858
Zullo Investment Group
Pennsylvania
– -$18.1K -128 Closed
AWM
859
Accurate Wealth Management
Florida
– -$17.1K -117 Closed
LS
860
Leelyn Smith
Illinois
– -$14.9K -105 Closed
Loomis, Sayles & Company
861
Loomis, Sayles & Company
Massachusetts
– -$14K -102 Closed
AI
862
AXS Investments
New York
– -$11.6K -82 Closed
CA
863
Corrado Advisors
New Jersey
– -$7.07K -50 Closed
AA
864
Ancora Advisors
Ohio
– -$7K -48 Closed
CS
865
Comerica Securities
Michigan
– -$5.09K -36 Closed
FA
866
Fiduciary Alliance
South Carolina
– -$4.53K -32 Closed
CTB
867
Country Trust Bank
Illinois
– -$2.83K -20 Closed
FIA
868
FNY Investment Advisers
New York
– -$2K -16 Closed
MPCL
869
My Personal CFO LLC
Washington
– -$1.27K -9 Closed
EE
870
EWG Elevate
California
– -$849 -6 Closed
FWA
871
Freedom Wealth Alliance
Wisconsin
– -$849 -6 Closed
TCWA
872
Ten Capital Wealth Advisors
Washington
– -$707 -5 Closed
CWA
873
Clearview Wealth Advisors
Oregon
– -$707 -5 Closed
LF
874
Lee Financial
Texas
– -$283 -2 Closed
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