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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 %
TC
276
TownSquare Capital
Utah
$2.14M +$104K +729 +5%
CA
277
Callahan Advisors
Texas
$2.12M -$472K -3,322 -18%
Nordea Investment Management
278
Nordea Investment Management
Sweden
$2.11M +$568 +4 +0%
RJFSA
279
Raymond James Financial Services Advisors
Florida
$2.1M +$45.7K +322 +2%
BFIC
280
Bedell Frazier Investment Counselling
California
$2.09M -$107K -752 -5%
HW
281
Hedeker Wealth
Illinois
$2.06M -$701K -4,934 -25%
CIBC World Market
282
CIBC World Market
Ontario, Canada
$2.06M -$118K -828 -5%
Mariner
283
Mariner
Kansas
$2.03M +$247K +1,736 +14%
TG
284
TCW Group
California
$2.01M +$2.01M +14,173 New
HIMCH
285
Hartford Investment Management Co (HIMCO)
Connecticut
$2M -$24.4K -172 -1%
AIM
286
Achmea Investment Management
Netherlands
$1.94M – – –
SAM
287
Securian Asset Management
Minnesota
$1.88M -$247K -1,741 -12%
PP
288
Paloma Partners
Connecticut
$1.82M +$1.8M +12,693 +11,037%
SCTC
289
Sanibel Captiva Trust Company
Florida
$1.77M +$1.77M +12,483 New
RCM
290
Radnor Capital Management
Pennsylvania
$1.77M +$146K +1,030 +9%
CAPTRUST Financial Advisors
291
CAPTRUST Financial Advisors
North Carolina
$1.73M +$206K +1,449 +13%
EHWM
292
Eads & Heald Wealth Management
Georgia
$1.73M -$77.8K -548 -4%
M&T Bank
293
M&T Bank
New York
$1.71M +$119K +838 +8%
Federated Hermes
294
Federated Hermes
Pennsylvania
$1.7M +$650K +4,573 +62%
AQR Capital Management
295
AQR Capital Management
Connecticut
$1.64M -$1.64M -11,579 -50%
JFG
296
Jefferies Financial Group
New York
$1.61M +$861K +6,064 +116%
AI
297
Atria Investments
North Carolina
$1.56M -$48.7K -343 -3%
FT
298
Fiduciary Trust
Massachusetts
$1.56M +$15.5K +109 +1%
LI
299
LMCG Investments
Massachusetts
$1.56M – – –
NMERB
300
New Mexico Educational Retirement Board
New Mexico
$1.54M – – –
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