Dollar Tree
DLTR
770 hedge funds and large institutions have $31.9B invested in Dollar Tree in 2023 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 245 increasing their positions, 264 reducing their positions, and 83 closing their positions.
63% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 83
42% more funds holding in top 10
Funds holding in top 10: 12 → 17 (+5)
41% more capital invested
Capital invested by funds: $22.7B → $31.9B (+$9.2B)
6.18% more ownership
Funds ownership: 96.95% → 103.14% (+6.2%)
6% more funds holding
Funds holding: 729 → 770 (+41)
6% more call options, than puts
Call options by funds: $1.07B | Put options by funds: $1.01B
7% less repeat investments, than reductions
Existing positions increased: 245 | Existing positions reduced: 264
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$641M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$290M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$185M |
| 4 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
+$106M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$95.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$101M |
| 2 |
Neuberger Berman Group
New York
|
-$96.3M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$72.1M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$71.6M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$63.3M |
DLTR Hedge Fund Activity: Q4 2023 in Review
770 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dollar Tree (DLTR) for Q4 2023, worth a combined $31.9B — up 41% from $22.7B a quarter earlier.
Buyers outnumbered sellers: 135 funds opened new DLTR positions and 83 closed out — a net gain of 52 holders — while 245 added to existing stakes and 264 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $641M. The largest seller was Fidelity Investments, cutting an estimated $101M.
- 770 institutional investors held Dollar Tree (DLTR) as of Q4 2023, up from 729 in Q3 2023.
- Funds reported $31.9B of Dollar Tree stock for Q4 2023, up 41% quarter-over-quarter.
- 135 funds opened new Dollar Tree positions in Q4 2023 and 83 closed out, a net change of +52 holders.
- The largest Dollar Tree buyer in Q4 2023 was Morgan Stanley, an estimated $641M added.
- The largest Dollar Tree seller in Q4 2023 was Fidelity Investments, an estimated $101M sold.
Based on aggregated 13F filings for Q4 2023.