DLTR icon

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 %
VI
401
Vestcor Inc
New Brunswick, Canada
$653K -$6.54K -46 -1%
SAM
402
S.A. Mason
Michigan
$652K -$33.4K -235 -5%
FNBSF
403
First National Bank Sioux Falls
South Dakota
$649K -$150K -1,055 -19%
RCA
404
Resonant Capital Advisors
Wisconsin
$649K -$50.9K -358 -7%
WCM
405
Weik Capital Management
Pennsylvania
$641K -$9.23K -65 -1%
GCM
406
Graham Capital Management
Connecticut
$638K +$638K +4,488 New
LNWWM
407
Laird Norton Wetherby Wealth Management
California
$637K +$26.3K +185 +4%
FTDI
408
First Trust Direct Indexing
Massachusetts
$635K +$146K +1,027 +30%
LNC
409
Lincoln National Corp
Pennsylvania
$617K -$60.7K -427 -9%
WA
410
Wealth Alliance
New York
$608K +$26K +183 +4%
RJT
411
Raymond James Trust
Florida
$607K +$48.9K +344 +9%
WB
412
WesBanco Bank
West Virginia
$606K -$69.6K -490 -10%
UCFA
413
United Capital Financial Advisors
Texas
$606K +$606K +4,264 New
NA
414
NewEdge Advisors
Louisiana
$603K -$172K -1,291 -22%
BAMF
415
BI Asset Management Fondsmaeglerselskab
Denmark
$600K -$624K -4,389 -51%
Cetera Investment Advisers
416
Cetera Investment Advisers
Illinois
$590K -$87.1K -613 -13%
PE
417
Point72 Europe
United Kingdom
$575K +$575K +4,046 New
CWM
418
Chemistry Wealth Management
New York
$573K +$91.2K +642 +19%
SWP
419
Stratos Wealth Partners
Ohio
$571K +$20.7K +146 +4%
FA
420
FDx Advisors
Illinois
$561K -$21.2K -149 -4%
TIAA Trust, National Association
421
TIAA Trust, National Association
North Carolina
$543K -$9.38K -66 -2%
CCA
422
Checchi Capital Advisers
California
$534K +$20.9K +147 +4%
SP
423
Symmetry Partners
Connecticut
$532K -$43.3K -304 -8%
AWM
424
Apollon Wealth Management
South Carolina
$527K +$70.7K +498 +15%
ECU
425
Eisler Capital (UK)
United Kingdom
$521K +$521K +3,670 New
15 16
17
18 19