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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 %
SPIA
451
Steward Partners Investment Advisory
New York
$412K +$2.84K +20 +0.7%
NAS
452
Nicolet Advisory Services
Wisconsin
$409K -$17.4K -128 -4%
ONB
453
Old National Bancorp
Indiana
$408K +$76.7K +540 +23%
EI
454
Ellevest Inc
New York
$406K +$406K +2,857 New
Luther King Capital Management (LKCM)
455
Luther King Capital Management (LKCM)
Texas
$404K -$78K -549 -16%
BL
456
Balentine LLC
Georgia
$402K +$402K +2,827 New
HWM
457
HB Wealth Management
Georgia
$399K +$399K +2,812 New
CCM
458
Coldstream Capital Management
Washington
$397K +$397K +2,795 New
CA
459
CoreCap Advisors
Michigan
$394K -$64.2K -452 -14%
DIA
460
Dana Investment Advisors
Wisconsin
$388K – – –
SS
461
Sunbelt Securities
Texas
$386K -$2.7K -19 -0.7%
CII
462
Capital International Inc
California
$386K +$386K +2,714 New
PWM
463
Perigon Wealth Management
California
$382K -$169K -1,189 -31%
HFM
464
Harvest Fund Management
China
$378K +$139K +1,005 +58%
WC
465
Wexford Capital
Florida
$375K +$375K +2,638 New
GWA
466
Gratus Wealth Advisors
Virginia
$373K +$373K +2,624 New
RIL
467
Rothschild Investment LLC
Illinois
$370K -$663K -4,664 -64%
BWM
468
Baron Wealth Management
Michigan
$357K +$357K +2,516 New
VA
469
Vident Advisory
Georgia
$354K -$73.2K -515 -17%
FSA
470
Financial Security Advisor
Virginia
$352K -$75.9K -534 -18%
AFAS
471
Acorn Financial Advisory Services
Virginia
$352K -$426 -3 -0.1%
EARNEST Partners
472
EARNEST Partners
Georgia
$349K – – –
BFG
473
Bleakley Financial Group
New Jersey
$347K +$70K +493 +25%
SS
474
Simplicity Solutions
Minnesota
$345K +$68.3K +481 +25%
PSC
475
Portman Square Capital
United Kingdom
$340K -$2.59M -18,239 -88%
17 18
19
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