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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 %
KPWS
476
Kestra Private Wealth Services
Texas
$337K -$31.3K -220 -8%
TWP
477
Tyche Wealth Partners
Texas
$335K +$335K +2,355 New
SFI
478
Siemens Fonds Invest
Germany
$334K -$31.8K -224 -9%
Lido Advisors
479
Lido Advisors
California
$333K +$333K +2,341 New
Balyasny Asset Management
480
Balyasny Asset Management
Illinois
$331K +$331K +2,332 New
GT
481
Greenleaf Trust
Michigan
$327K +$327K +2,303 New
GF
482
Gabelli Funds
New York
$327K +$21.3K +150 +7%
SW
483
SVB Wealth
Massachusetts
$326K +$41.6K +293 +15%
JIC
484
Johnson Investment Counsel
Ohio
$323K +$323K +2,274 New
1SB
485
1ST Source Bank
Indiana
$323K -$17.6K -124 -5%
IA
486
IFP Advisors
Florida
$320K +$58.7K +413 +22%
LSAG
487
Lake Street Advisors Group
New Hampshire
$320K +$320K +2,250 New
CI
488
Cigna Investments
Connecticut
$319K – – –
KCM
489
KRS Capital Management
Michigan
$318K -$3.55K -25 -1%
WMG
490
WESCAP Management Group
California
$318K – – –
GI
491
GAMMA Investing
California
$316K +$316K +2,419 New
QCG
492
Quadrant Capital Group
Ohio
$313K +$55.5K +391 +22%
WW
493
Westshore Wealth
California
$311K – – –
EFM
494
E Fund Management
China
$307K -$34.8K -245 -10%
AIM
495
Aspen Investment Management
Michigan
$305K -$48.3K -340 -14%
UM
496
UniSuper Management
Australia
$303K +$75.9K +534 +33%
IPAM
497
ICICI Prudential Asset Management
India
$300K +$22.3K +157 +8%
SDIC
498
South Dakota Investment Council
South Dakota
$298K – – –
EF
499
Empowered Funds
Pennsylvania
$298K +$298K +2,097 New
BAM
500
Belpointe Asset Management
Nevada
$296K +$296K +2,083 New
18 19
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