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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 %
NHC
376
Nicholas Hoffman & Company
Georgia
$776K +$137K +964 +21%
NAM
377
NorthCrest Asset Manangement
Minnesota
$773K -$14.6K -103 -2%
NEI
378
Northwest & Ethical Investments
Ontario, Canada
$758K – – –
AC
379
Armistice Capital
New York
$751K +$751K +5,284 New
Carson Wealth (CWM LLC)
380
Carson Wealth (CWM LLC)
Nebraska
$750K -$124K -873 -14%
AIM
381
ARGA Investment Management
Connecticut
$748K +$748K +5,266 New
MIH
382
Meitav Investment House
Israel
$739K – – –
CIR
383
Clear Investment Research
Georgia
$739K – – –
HNB
384
Huntington National Bank
Ohio
$739K -$36.5K -257 -5%
IC
385
IEQ Capital
California
$738K +$157K +1,102 +27%
Envestnet Portfolio Solutions
386
Envestnet Portfolio Solutions
Illinois
$735K -$32.4K -228 -4%
Wolverine Trading
387
Wolverine Trading
Illinois
$727K -$222K -1,564 -23%
LA
388
Lifeworks Advisors
Michigan
$722K -$65.6K -462 -8%
LBC
389
Lowe Brockenbrough & Co
Virginia
$716K -$222K -1,560 -24%
IAA
390
Independent Advisor Alliance
North Carolina
$711K -$915K -6,444 -56%
IIM
391
Intact Investment Management
Quebec, Canada
$710K +$710K +5,000 New
TMAM
392
Tokio Marine Asset Management
Japan
$705K – – –
IFU
393
iSAM Funds (UK)
United Kingdom
$705K +$705K +4,960 New
IMCOOI
394
Investment Management Corp of Ontario (IMCO)
Canada
$699K +$699K +4,919 New
BC
395
Bridgefront Capital
Texas
$699K +$269K +1,892 +63%
BMSSC
396
B. Metzler seel. Sohn & Co
Germany
$692K – – –
MCM
397
MAI Capital Management
Ohio
$690K +$160K +1,125 +30%
ASN
398
Advisory Services Network
Georgia
$684K -$836K -5,886 -55%
AIMCA
399
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$682K – – –
OSAM
400
O'Shaughnessy Asset Management
Connecticut
$655K +$258K +1,814 +65%
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16
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