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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 %
KRSITF
351
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.06M -$54.1K -381 -5%
BBVA
352
Banco Bilbao Vizcaya Argentaria
Spain
$1.02M -$54K -380 -5%
Fifth Third Bancorp
353
Fifth Third Bancorp
Ohio
$1M +$329K +2,315 +49%
PS
354
Principal Securities
Iowa
$989K +$989K +6,965 New
CA
355
Cullinan Associates
Kentucky
$966K – – –
CAN
356
Cetera Advisor Networks
California
$955K +$11.2K +79 +1%
MC
357
Maverick Capital
Texas
$946K +$946K +6,662 New
NMIMC
358
Northwestern Mutual Investment Management Company
Wisconsin
$940K +$1.14K +8 +0.1%
CT
359
Clearstead Trust
Maine
$914K -$52.3K -368 -5%
CUAMC
360
China Universal Asset Management Company
China
$880K +$763K +5,374 +655%
SAM
361
Shell Asset Management
Netherlands
$878K -$244K -1,716 -22%
ACM
362
Alta Capital Management
Utah
$876K – – –
Credit Agricole
363
Credit Agricole
France
$854K +$575K +4,046 +205%
MYLI
364
Meiji Yasuda Life Insurance
Japan
$852K -$412K -2,900 -33%
SCM
365
Stevens Capital Management
Pennsylvania
$846K -$215K -1,514 -20%
RFC
366
Regions Financial Corp
Alabama
$846K +$426 +3 +0.1%
SFA
367
Sequoia Financial Advisors
Ohio
$834K +$411K +2,893 +97%
SG Americas Securities
368
SG Americas Securities
New York
$827K -$610K -4,291 -42%
SI
369
Stephens Inc
Arkansas
$825K +$82K +577 +11%
EGM
370
Engineers Gate Manager
New York
$823K -$14.3M -100,600 -95%
KAS
371
Kestra Advisory Services
Texas
$813K +$13.5K +95 +2%
Squarepoint
372
Squarepoint
New York
$805K -$5.68M -39,961 -88%
MA
373
Montag & Associates
Georgia
$796K – – –
VFA
374
Valeo Financial Advisors
Indiana
$786K +$290K +2,041 +58%
FI
375
FJ Investments
Utah
$781K +$781K +5,500 New
13 14
15
16 17