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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 %
VVP
876
Venture Visionary Partners
Ohio
– -$178K -1,141 Closed
CWP
877
Concord Wealth Partners
Virginia
– -$163K -1,045 Closed
GLLW
878
Graves Light Lenhart Wealth
Virginia
– -$135K -866 Closed
Bank Julius Baer & Co
879
Bank Julius Baer & Co
Switzerland
– -$130K -837 Closed
HFS
880
Heritage Financial Services
Massachusetts
– -$116K -750 Closed
JIR
881
James Investment Research
Ohio
– -$114K -730 Closed
CI
882
CX Institutional
Indiana
– -$111K -713 Closed
FBC
883
Fairfield, Bush & Co
Connecticut
– -$84K -540 Closed
CMBA
884
C.M. Bidwell & Associates
Hawaii
– -$81K -517 Closed
HIIFS
885
Harel Insurance Investments & Financial Services
Israel
– -$67K -430 Closed
AIP
886
Ahrens Investment Partners
Louisiana
– -$53K -340 Closed
WWP
887
WR Wealth Planners
Missouri
– -$27.7K -178 Closed
GKIM
888
GW&K Investment Management
Massachusetts
– -$6K -37 Closed
RIM
889
Rockbridge Investment Management
New York
– -$5.46K -35 Closed
SFG
890
Steward Financial Group
Texas
– -$4K -32 Closed
AS
891
Altshuler Shaham
Israel
– -$5K -32 Closed
S
892
Surevest
California
– -$4K -25 Closed
SIS
893
Sound Income Strategies
Florida
– -$3K -18 Closed
CWM
894
Curi Wealth Management
North Carolina
– -$2K -15 Closed
HPC
895
HM Payson & Co
Maine
– -$2K -11 Closed
WWM
896
Wolff Wiese Magana
California
– -$1K -5 Closed
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