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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.

Holders
765
Holders Change
+39
Holders Change %
+5.37%
% of All Funds
11.22%
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
1
Morgan Stanley
New York
$1.24B
2
Capital International Investors
2
Capital International Investors
California
$1.5B
3
Fidelity International
3
Fidelity International
Bermuda
$454M
4
EIG
4
EdgePoint Investment Group
Ontario, Canada
$1.1B
5
Citadel Advisors
5
Citadel Advisors
Florida
$339M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$847M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$258M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$694M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$70.8M
5
Macquarie Group
5
Macquarie Group
Australia
$357M
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
26
Burgundy Asset Management
Ontario, Canada
$261M 1,838,649 +180,306 +11%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$258M 1,817,954 -813,038 -31%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$257M 1,811,805 +387,272 +27%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$255M 1,796,944 +377,897 +27%
Bank of America
30
Bank of America
North Carolina
$239M 1,680,362 -150,671 -8%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$228M 1,607,294 -44,560 -3%
Primecap Management
32
Primecap Management
California
$211M 1,485,385 -15,200 -1%
Legal & General Group
33
Legal & General Group
United Kingdom
$207M 1,457,549 -66,657 -4%
HSBC Holdings
34
HSBC Holdings
United Kingdom
$204M 1,439,995 -149,327 -9%
Janus Henderson Group
35
Janus Henderson Group
United Kingdom
$195M 1,369,783 +6,762 +0.5%
LCOV
36
London Company of Virginia
Virginia
$192M 1,351,625 +22,573 +2%
FMI
37
Fiduciary Management Inc
Wisconsin
$191M 1,346,605 -95,487 -7%
Bank of Nova Scotia
38
Bank of Nova Scotia
Ontario, Canada
$188M 1,324,724 +236,546 +22%
MAM
39
Madison Asset Management
Wisconsin
$185M 1,303,181 +32,234 +3%
Charles Schwab
40
Charles Schwab
California
$169M 1,187,068 +48,281 +4%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$165M 1,163,603 +474,336 +69%
Toronto Dominion Bank
42
Toronto Dominion Bank
Ontario, Canada
$160M 1,127,700 +26,719 +2%
MIP
43
Mondrian Investment Partners
United Kingdom
$159M 1,122,535 +294,213 +36%
Point72 Asset Management
44
Point72 Asset Management
Connecticut
$147M 1,032,088 -357,818 -26%
Goldman Sachs
45
Goldman Sachs
New York
$138M 969,052 +289,538 +43%
Kovitz Investment Group Partners
46
Kovitz Investment Group Partners
Illinois
$127M 895,785 +110,101 +14%
Wells Fargo
47
Wells Fargo
California
$107M 749,812 +97,195 +15%
Nuveen Asset Management
48
Nuveen Asset Management
Illinois
$98.4M 692,873 +4,583 +0.7%
Barclays
49
Barclays
United Kingdom
$96.4M 678,322 +85,149 +14%
Deutsche Bank
50
Deutsche Bank
Germany
$95.4M 671,478 +196,108 +41%
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