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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 %
Wealthfront Advisers
301
Wealthfront Advisers
California
$1.52M +$586K +4,125 +63%
BCV
302
Banque Cantonale Vaudoise
Switzerland
$1.51M +$838K +5,896 +124%
CAM
303
Cresset Asset Management
Illinois
$1.51M +$381K +2,684 +34%
Aviva
304
Aviva
United Kingdom
$1.5M +$383K +2,694 +34%
Allspring Global Investments
305
Allspring Global Investments
North Carolina
$1.5M -$59.2K -417 -4%
CGH
306
Crossmark Global Holdings
Texas
$1.49M -$112K -787 -7%
SAM
307
Silvercrest Asset Management
New York
$1.46M +$4.83K +34 +0.3%
NIM
308
NEOS Investment Management
Connecticut
$1.44M +$45K +317 +3%
GIA
309
GHP Investment Advisors
Colorado
$1.44M -$501K -3,526 -26%
PP
310
Prudential plc
United Kingdom
$1.43M -$1.14K -8 -0.1%
ANB
311
Amarillo National Bank
Texas
$1.42M – – –
MML Investors Services
312
MML Investors Services
Massachusetts
$1.42M +$73.6K +518 +5%
HighTower Advisors
313
HighTower Advisors
Illinois
$1.38M +$123K +864 +10%
Teacher Retirement System of Texas
314
Teacher Retirement System of Texas
Texas
$1.37M -$937K -6,597 -41%
PAM
315
Panagora Asset Management
Massachusetts
$1.37M – – –
PHS
316
Pekin Hardy Strauss
Illinois
$1.36M +$1.36M +9,551 New
BC
317
Burney Company
Virginia
$1.34M -$17K -120 -1%
Qube Research & Technologies (QRT)
318
Qube Research & Technologies (QRT)
United Kingdom
$1.34M -$3.06M -21,507 -70%
BHWM
319
Bar Harbor Wealth Management
New Hampshire
$1.3M -$73.2K -515 -5%
PFS
320
Prospera Financial Services
Texas
$1.3M -$199K -1,404 -13%
DILIC
321
Dai-ichi Life Insurance Company
Japan
$1.29M – – –
SACTSONJ
322
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.28M – – –
MCC
323
Money Concepts Capital
Florida
$1.28M -$11.4K -80 -0.9%
CS
324
Candriam SCA
Luxembourg
$1.27M -$389K -2,735 -23%
SCA
325
Snowden Capital Advisors
New York
$1.26M -$214K -1,510 -15%
11 12
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