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Dollar Tree
DLTR

Overview Fund Activity

765 hedge funds and large institutions have $28.5B invested in Dollar Tree in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 267 increasing their positions, 274 reducing their positions, and 79 closing their positions.

Holders
765
Holders Change
–
Holders Change %
0%
% of All Funds
11.09%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.17%
New
85
Increased
267
Reduced
274
Closed
79
Calls
$717M
Puts
$1.12B
Net Calls
-$399M
Net Calls Change
-$456M

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$342M
2
Citadel Advisors
2
Citadel Advisors
Florida
$453M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$171M
4
Amundi
4
Amundi
France
$161M
5
MMA
5
Mizuho Markets Americas
New York
$99.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$458M
2
Capital World Investors
2
Capital World Investors
California
$1.97B
3
Franklin Resources
3
Franklin Resources
California
$8.02M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$198M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$91.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$248M -$6.54M -49,128 -3%
BAM
27
Burgundy Asset Management
Ontario, Canada
$247M +$1.71M +12,845 +0.7%
Invesco
28
Invesco
Georgia
$237M -$8.39M -63,023 -3%
Neuberger Berman Group
29
Neuberger Berman Group
New York
$228M -$14.4M -108,343 -6%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$202M -$11.6M -87,395 -5%
Wellington Management Group
31
Wellington Management Group
Massachusetts
$198M -$185M -1,391,661 -48%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$198M +$42.6M +319,994 +28%
MAM
33
Madison Asset Management
Wisconsin
$188M +$15M +112,515 +9%
Legal & General Group
34
Legal & General Group
United Kingdom
$188M -$6.43M -48,270 -3%
LCOV
35
London Company of Virginia
Virginia
$182M +$2.06M +15,442 +1%
Janus Henderson Group
36
Janus Henderson Group
United Kingdom
$182M -$846K -6,357 -0.5%
National Bank of Canada
37
National Bank of Canada
Quebec, Canada
$171M +$119M +980,213 +226%
FMI
38
Fiduciary Management Inc
Wisconsin
$167M -$12M -90,242 -7%
Amundi
39
Amundi
France
$161M +$110M +901,823 +219%
Charles Schwab
40
Charles Schwab
California
$160M +$2.07M +15,531 +1%
MIP
41
Mondrian Investment Partners
United Kingdom
$147M -$2.87M -21,578 -2%
Bank of Nova Scotia
42
Bank of Nova Scotia
Ontario, Canada
$126M -$50.5M -379,010 -29%
Kovitz Investment Group Partners
43
Kovitz Investment Group Partners
Illinois
$121M +$2.12M +15,945 +2%
Millennium Management
44
Millennium Management
New York
$121M +$77.9M +585,033 +183%
Nuveen Asset Management
45
Nuveen Asset Management
Illinois
$108M +$15.5M +116,155 +17%
EIC
46
Equity Investment Corp
Georgia
$101M +$30.8M +231,300 +44%
Goldman Sachs
47
Goldman Sachs
New York
$101M -$28.3M -212,195 -22%
Wells Fargo
48
Wells Fargo
California
$101M +$840K +6,308 +0.8%
MMA
49
Mizuho Markets Americas
New York
$99.9M +$99.9M +750,000 New
N
50
Natixis
France
$97.4M +$97.4M +731,796 New
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