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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 %
BCM
251
Bayesian Capital Management
New York
$2.76M +$2.76M +19,408 New
SMDAM
252
Sumitomo Mitsui DS Asset Management
Japan
$2.73M +$39.2K +276 +1%
Commonwealth Equity Services
253
Commonwealth Equity Services
Massachusetts
$2.72M -$989K -6,958 -27%
O
254
Ossiam
France
$2.71M +$53.6K +377 +2%
BCIM
255
Black Creek Investment Management
Ontario, Canada
$2.68M -$857K -6,034 -24%
OAM
256
Ostrum Asset Management
France
$2.67M +$520K +3,662 +24%
VanEck Associates
257
VanEck Associates
New York
$2.65M -$195K -1,370 -7%
EMPI
258
Elo Mutual Pension Insurance
Finland
$2.6M +$113K +797 +5%
Mercer Global Advisors
259
Mercer Global Advisors
Colorado
$2.58M +$81.5K +574 +3%
EIM
260
Essex Investment Management
Massachusetts
$2.51M -$1.24M -8,721 -33%
SAM
261
Smithbridge Asset Management
Pennsylvania
$2.5M -$6.82K -48 -0.3%
BHCM
262
Boulder Hill Capital Management
New York
$2.5M +$2.5M +17,600 New
TAM
263
Tocqueville Asset Management
New York
$2.46M -$37.6K -265 -2%
AF
264
Arrow Financial
New York
$2.45M -$136K -957 -5%
GIBU
265
Gulf International Bank (UK)
United Kingdom
$2.43M -$430K -3,029 -15%
CIBC Private Wealth Group
266
CIBC Private Wealth Group
Georgia
$2.4M -$187K -1,316 -7%
Creative Planning
267
Creative Planning
Kansas
$2.39M +$300K +2,112 +14%
TCM
268
Teza Capital Management
Illinois
$2.38M +$2.38M +16,779 New
KRS
269
Kentucky Retirement Systems
Kentucky
$2.38M -$115K -808 -5%
OPERF
270
Oregon Public Employees Retirement Fund
Oregon
$2.32M +$15.6K +110 +0.7%
MSRPS
271
Maryland State Retirement & Pension System
Maryland
$2.26M – – –
CCM
272
Condor Capital Management
New Jersey
$2.21M +$201K +1,412 +10%
QCM
273
QRG Capital Management
Illinois
$2.19M +$255K +1,795 +13%
VPIM
274
Vanguard Personalized Indexing Management
California
$2.19M +$434K +3,057 +25%
Mawer Investment Management
275
Mawer Investment Management
Alberta, Canada
$2.16M +$2.16M +15,190 New
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