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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 %
OPTFSNA
551
Old Point Trust & Financial Services N A
Virginia
$213K +$213K +1,500 New
P
552
Pitcairn
Pennsylvania
$213K +$213K +1,499 New
GEA
553
Glen Eagle Advisors
New Jersey
$213K -$23.6K -166 -10%
PPWP
554
Premier Path Wealth Partners
New Jersey
$211K +$211K +1,488 New
CA
555
Cetera Advisors
Colorado
$209K -$903K -6,355 -81%
FG
556
Fiduciary Group
Georgia
$203K +$203K +1,430 New
CGL
557
Clarius Group LLC
Washington
$200K +$200K +1,408 New
DGAM
558
Desjardins Global Asset Management
Quebec, Canada
$192K +$16.3K +115 +9%
Bessemer Group
559
Bessemer Group
New Jersey
$186K +$114K +798 +157%
AF
560
Advisornet Financial
Minnesota
$184K +$9.09K +64 +5%
Capstone Investment Advisors
561
Capstone Investment Advisors
New York
$179K -$1.84M -12,933 -91%
PTC
562
Private Trust Company
Ohio
$176K -$284 -2 -0.2%
PA
563
Parallel Advisors
California
$174K -$9.66K -68 -5%
NS
564
NBC Securities
Alabama
$163K +$10.8K +76 +7%
SIM
565
Sentry Investment Management
Wisconsin
$155K -$16.6K -117 -10%
JFGIW
566
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$152K +$284 +2 +0.2%
PAG
567
Paladin Advisory Group
Iowa
$152K -$18.8K -132 -11%
ST
568
Smithfield Trust
Pennsylvania
$147K -$28.5K -200 -16%
PK
569
Pflug Koory
Nebraska
$145K – – –
WTC
570
WhitTier Trust Company
Nevada
$142K – – –
SWM
571
Spire Wealth Management
Virginia
$139K +$9.26K +71 +7%
PCM
572
Penserra Capital Management
California
$137K -$28.8K -204 -17%
KFI
573
Key Financial Inc
Pennsylvania
$134K – – –
CP
574
Castleview Partners
Texas
$124K +$3.55K +25 +3%
TWM
575
Tradition Wealth Management
Minnesota
$123K -$143 -1 -0.1%
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