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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 %
EWM
526
Evermay Wealth Management
Virginia
$249K -$6.68K -47 -3%
LA
527
LexAurum Advisors
Kansas
$248K +$248K +1,743 New
EP
528
Edgestream Partners
New Jersey
$247K +$247K +1,741 New
GA
529
Geller Advisors
New York
$247K +$247K +1,738 New
WC
530
Waterloo Capital
Texas
$246K +$246K +1,730 New
DAS
531
Dynamic Advisor Solutions
Arizona
$245K -$24.1K -177 -9%
RWB
532
RMR Wealth Builders
New Jersey
$245K +$245K +1,727 New
LCM
533
Landscape Capital Management
New Jersey
$245K -$12.4M -87,589 -98%
Pzena Investment Management
534
Pzena Investment Management
New York
$240K +$240K +1,692 New
WI
535
Wintrust Investments
Illinois
$239K +$239K +1,680 New
ECM
536
Evergreen Capital Management
Washington
$238K +$238K +1,672 New
VSQM
537
V-Square Quantitative Management
Illinois
$238K – – –
FTIS
538
First Trust Investment Solutions
Florida
$237K +$237K +1,666 New
XT
539
XTX Topco
Cayman Islands
$234K -$926K -6,516 -80%
TPI
540
Trust Point Inc
Wisconsin
$230K +$230K +1,620 New
AAS
541
Avantax Advisory Services
Texas
$229K +$229K +1,615 New
NP
542
NorthRock Partners
Minnesota
$228K +$228K +1,606 New
OC
543
Oarsman Capital
Wisconsin
$223K +$223K +1,572 New
DZ Bank
544
DZ Bank
Germany
$223K – – –
BG
545
Bollard Group
Massachusetts
$218K – – –
FSA
546
Franklin Street Advisors
North Carolina
$218K +$218K +1,533 New
BAM
547
Byrne Asset Management
New Jersey
$218K +$92.9K +655 +74%
CPA
548
Capital Planning Advisors
California
$215K +$215K +1,513 New
GRP
549
Global Retirement Partners
California
$215K -$50.4K -371 -19%
BG
550
Bahl & Gaynor
Ohio
$213K +$213K +1,500 New
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