DLTR icon

Dollar Tree
DLTR

Overview Fund Activity

821 hedge funds and large institutions have $30.7B invested in Dollar Tree in 2022 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 264 increasing their positions, 305 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
821
Holders Change
+10
Holders Change %
+1.23%
% of All Funds
13.25%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.27%
New
106
Increased
264
Reduced
305
Closed
82
Calls
$545M
Puts
$1.26B
Net Calls
-$711M
Net Calls Change
-$927M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$2.88B
2
Morgan Stanley
Morgan Stanley
New York
$620M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$185M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$170M
5
Capital International Investors
Capital International Investors
California
$615M

Top Sellers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
$387M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
$39M
3
BlackRock
BlackRock
New York
$2.26B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.4B
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
NW
876
NewEdge Wealth
Pennsylvania
– -$223K -1,635 Closed
MAM
877
Meeder Asset Management
Ohio
– -$216K -1,584 Closed
BP
878
Ballentine Partners
Massachusetts
– -$202K -1,486 Closed
SSG
879
Summit Securities Group
New York
– -$109K -801 Closed
SOW
880
State of Wyoming
Wyoming
– -$94K -692 Closed
FCFS
881
First Command Financial Services
Texas
– -$82K -600 Closed
FCB
882
First Command Bank
Texas
– -$82K -600 Closed
EI
883
Ellevest Inc
New York
– -$48K -356 Closed
ACK
884
Andrew C. Karlinski
– -$27K -200 Closed
WWM
885
Wagner Wealth Management
South Carolina
– -$16K -118 Closed
OLVIG
886
Oliver Lagore Vanvalin Investment Group
Michigan
– -$14K -105 Closed
1832 Asset Management
887
1832 Asset Management
Ontario, Canada
– -$14K -100 Closed
HR
888
Howe & Rusling
New York
– -$13K -92 Closed
EIP
889
Ellis Investment Partners
Pennsylvania
– -$10K -75 Closed
DFCM
890
Dark Forest Capital Management
Puerto Rico
– -$9K -68 Closed
IWP
891
IAG Wealth Partners
Wisconsin
– -$7K -50 Closed
PFA
892
Professional Financial Advisors
Nebraska
– -$6K -46 Closed
ODG
893
O'Dell Group
Ohio
– -$5K -40 Closed
AIP
894
Almanack Investment Partners
Pennsylvania
– -$4K -30 Closed
ACA
895
Atlas Capital Advisors
Wyoming
– -$3.54K -26 Closed
HI
896
Hudock Inc
Pennsylvania
– -$2K -16 Closed
CAL
897
Capital Analysts LLC
Pennsylvania
– -$2K -15 Closed
SFO
898
Standard Family Office
South Dakota
– -$2K -14 Closed
GWSG
899
GPS Wealth Strategies Group
Colorado
– -$1K -10 Closed
32 33 34 35
36