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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 %
SM
426
STF Management
Texas
$508K -$2.56K -18 -0.5%
ICM
427
IMS Capital Management
Oregon
$507K – – –
CSPIA
428
Cary Street Partners Investment Advisory
Virginia
$502K +$110K +775 +28%
S
429
SignatureFD
Georgia
$496K +$94K +662 +23%
AIM
430
Anchor Investment Management
South Carolina
$494K -$10.7K -75 -2%
BMCM
431
Bryn Mawr Capital Management
Pennsylvania
$492K +$147K +1,038 +43%
WI
432
Wahed Invest
New York
$490K +$22.3K +157 +5%
ECM
433
Everence Capital Management
Indiana
$490K -$496K -3,490 -50%
PWW
434
Pettyjohn Wood & White
Virginia
$489K -$710 -5 -0.1%
ABLA
435
Alan B. Lancz & Associates
Ohio
$483K -$42.6K -300 -8%
HF
436
HRT Financial
New York
$478K -$224K -1,581 -32%
BF
437
BOK Financial
Oklahoma
$473K -$36.4K -256 -7%
GSIS
438
Global Strategic Investment Solutions
Arizona
$467K +$10.2K +72 +2%
PCM
439
Parsons Capital Management
Rhode Island
$464K – – –
SC
440
Savant Capital
Illinois
$461K +$461K +3,247 New
SC
441
SouthState Corp
Florida
$449K -$31K -218 -6%
II
442
Inspire Investing
Idaho
$444K -$43.5K -306 -9%
MWM
443
Modera Wealth Management
New Jersey
$443K +$6.96K +49 +2%
DADC
444
D.A. Davidson & Co
Montana
$437K +$437K +3,076 New
HI
445
Horizon Investments
North Carolina
$423K +$22.9K +161 +6%
RP
446
Riverwater Partners
Wisconsin
$421K – – –
GI
447
GAMCO Investors
Connecticut
$420K -$64.2K -452 -13%
FIM
448
Fernwood Investment Management
Massachusetts
$418K – – –
EIP
449
Easterly Investment Partners
Massachusetts
$418K +$418K +2,940 New
STA
450
Summit Trail Advisors
New York
$418K +$53.3K +375 +15%
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