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Dollar Tree
DLTR

Overview Fund Activity

765 hedge funds and large institutions have $31.9B invested in Dollar Tree in 2023 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 243 increasing their positions, 264 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
765
Holders Change
+39
Holders Change %
+5.37%
% of All Funds
11.21%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.25%
New
132
Increased
243
Reduced
264
Closed
82
Calls
$1.07B
Puts
$1.01B
Net Calls
+$57.4M
Net Calls Change
+$72M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$769M
2
Capital International Investors
Capital International Investors
California
+$347M
3
Fidelity International
Fidelity International
Bermuda
+$223M
4
EIG
EdgePoint Investment Group
Ontario, Canada
+$128M
5
Citadel Advisors
Citadel Advisors
Florida
+$115M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$121M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$115M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$86.5M
4
Marshall Wace
Marshall Wace
United Kingdom
-$86M
5
Macquarie Group
Macquarie Group
Australia
-$75.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAF
226
Fjarde Ap-fonden
Sweden
$3.86M -$455K -3,200 -11%
SCM
227
Shelton Capital Management
Colorado
$3.68M +$129K +908 +4%
AWM
228
AE Wealth Management
Kansas
$3.66M +$2.23M +16,766 +155%
Allianz Asset Management
229
Allianz Asset Management
Germany
$3.61M -$1.05M -7,385 -23%
ISB
230
Iowa State Bank
Iowa
$3.57M -$26.1K -184 -0.7%
BCIM
231
British Columbia Investment Management
British Columbia, Canada
$3.42M +$713K +5,018 +26%
SCM
232
Soros Capital Management
New York
$3.4M – – –
CB
233
Commerce Bank
Missouri
$3.36M -$197K -1,388 -6%
Pacer Advisors
234
Pacer Advisors
Pennsylvania
$3.35M -$643K -4,530 -16%
BFO
235
Boston Family Office
Massachusetts
$3.32M -$203K -1,429 -6%
KBC Group
236
KBC Group
Belgium
$3.24M +$490K +3,449 +18%
EPW
237
Evergreen Private Wealth
Colorado
$3.23M +$3.23M +22,768 New
IMPI
238
Ilmarinen Mutual Pension Insurance
Finland
$3.22M – – –
T
239
TOBAM
France
$3.18M -$6.75M -47,514 -68%
MYAM
240
Meiji Yasuda Asset Management
Japan
$3.13M -$1.47M -10,381 -32%
Ensign Peak Advisors
241
Ensign Peak Advisors
Utah
$3.1M -$873K -6,144 -22%
ACM
242
AKRE Capital Management
Virginia
$3.09M -$1.01M -7,145 -25%
Corient Private Wealth
243
Corient Private Wealth
Florida
$3.03M +$269K +1,896 +10%
Robeco Institutional Asset Management
244
Robeco Institutional Asset Management
Netherlands
$2.96M -$860K -6,055 -23%
SYBT
245
Stock Yards Bank & Trust
Kentucky
$2.96M -$22.6K -159 -0.8%
EI
246
Ethic Inc
New York
$2.9M +$1.24M +8,761 +75%
BAM
247
Blueshift Asset Management
New Jersey
$2.86M +$227K +1,596 +9%
Pathstone Holdings
248
Pathstone Holdings
New Jersey
$2.84M +$2.84M +19,724 New
PA
249
Profund Advisors
Maryland
$2.8M +$476K +3,351 +20%
IGAM
250
iA Global Asset Management
Quebec, Canada
$2.78M +$178K +1,256 +7%
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