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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 %
CIS
501
Custom Index Systems
New York
$295K +$295K +2,080 New
CAM
502
Claret Asset Management
Quebec, Canada
$295K +$1.56K +11 +0.5%
BP
503
Ballentine Partners
Massachusetts
$293K +$293K +2,065 New
KTA
504
Keeley-Teton Advisors
Illinois
$289K – – –
1W
505
1776 Wealth
Georgia
$288K – – –
BFA
506
Bragg Financial Advisors
North Carolina
$287K – – –
WMA
507
Wealth Management Associates
New Jersey
$284K – – –
FMLI
508
Fukoku Mutual Life Insurance
Japan
$284K +$284K +2,000 New
LCWP
509
Legacy Capital Wealth Partners
Arkansas
$283K -$34.8K -245 -11%
BFEC
510
Benjamin F. Edwards & Company
Missouri
$282K +$17.5K +123 +7%
IFWM
511
Institute for Wealth Management
Colorado
$281K – – –
EDRH
512
Edmond de Rothschild Holding
Switzerland
$281K -$422K -2,974 -60%
CG
513
Caprock Group
Idaho
$280K +$280K +1,972 New
OPCM
514
Osborne Partners Capital Management
California
$280K -$97.3K -685 -26%
AOWM
515
Alpha Omega Wealth Management
Virginia
$272K – – –
HIA
516
Harbor Investment Advisory
Maryland
$270K – – –
GS
517
GTS Securities
New York
$270K -$5.56M -39,128 -95%
MYIA
518
Mount Yale Investment Advisors
Colorado
$269K -$1.99K -14 -0.7%
AAM
519
Advisors Asset Management
Colorado
$269K -$151K -1,062 -36%
AF
520
Allworth Financial
California
$268K +$44.5K +313 +20%
EIP
521
Epoch Investment Partners
New York
$267K – – –
CIA
522
Concurrent Investment Advisors
Florida
$264K +$264K +1,857 New
NP
523
Nilsine Partners
Colorado
$256K +$256K +1,799 New
PI
524
PineBridge Investments
New York
$252K -$1.11M -7,848 -82%
FFM
525
Forum Financial Management
Illinois
$249K -$71.6K -504 -22%
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