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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 %
MGP
326
Metis Global Partners
California
$1.25M +$166K +1,172 +15%
NB
327
Norinchukin Bank
Japan
$1.25M -$79.4K -559 -6%
BSW
328
Buckingham Strategic Wealth
Missouri
$1.24M +$74K +521 +6%
AIP
329
Ameritas Investment Partners
Nebraska
$1.24M +$12.1K +85 +1%
MLICM
330
Metropolitan Life Insurance Company (MetLife)
New York
$1.21M -$22K -155 -2%
William Blair & Company
331
William Blair & Company
Illinois
$1.21M +$62.9K +443 +6%
PI
332
PEAK6 Investments
Illinois
$1.2M -$8.95M -62,975 -88%
SFS
333
Strategic Financial Services
New York
$1.19M -$192K -1,350 -14%
Vontobel Holding
334
Vontobel Holding
Switzerland
$1.19M -$77K -542 -6%
IWC
335
Integrated Wealth Concepts
Massachusetts
$1.18M -$338K -2,379 -22%
Wealth Enhancement Advisory Services
336
Wealth Enhancement Advisory Services
Minnesota
$1.16M +$115K +811 +11%
AIA
337
AIMZ Investment Advisors
California
$1.15M – – –
AC
338
Avenir Corporation
Virginia
$1.13M – – –
EOJOAM
339
E. Ohman J:or Asset Management
Sweden
$1.12M -$284K -2,000 -20%
CA
340
Clearstead Advisors
Ohio
$1.11M -$1.13M -7,977 -50%
TI
341
Tidal Investments
Wisconsin
$1.1M +$123K +868 +13%
QCM
342
Quantinno Capital Management
New York
$1.09M +$1.09M +7,696 New
SO
343
STRS Ohio
Ohio
$1.09M -$101K -711 -8%
DPAM
344
Degroof Petercam Asset Management
Belgium
$1.09M +$1.09M +7,675 New
PAS
345
Park Avenue Securities
New York
$1.09M +$36.4K +256 +3%
PAG
346
Private Advisor Group
New Jersey
$1.08M +$288K +2,075 +36%
JFL
347
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.08M -$353K -2,485 -25%
APG Asset Management
348
APG Asset Management
Netherlands
$1.07M +$48.2K +375 +5%
EF
349
Empirical Finance
Pennsylvania
$1.07M +$710 +5 +0.1%
BCM
350
Boltwood Capital Management
California
$1.06M -$4.26K -30 -0.4%
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