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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 %
ICM
576
Intrepid Capital Management
Florida
$120K -$657K -4,623 -85%
Northwestern Mutual Wealth Management
577
Northwestern Mutual Wealth Management
Wisconsin
$117K +$17.3K +122 +17%
MHR
578
Matthew Hamilton Rosenberg
$116K +$1.28K +9 +1%
Acadian Asset Management
579
Acadian Asset Management
Massachusetts
$111K – – –
LC
580
Lindbrook Capital
California
$111K +$79.7K +561 +257%
IBOK
581
Independence Bank of Kentucky
Kentucky
$108K +$14.1K +99 +15%
TFA
582
Transamerica Financial Advisors
Florida
$106K -$29.2K -204 -22%
WCM
583
Winthrop Capital Management
Indiana
$103K +$103K +728 New
First Manhattan
584
First Manhattan
New York
$99.7K +$284 +2 +0.3%
DMBA
585
Deseret Mutual Benefit Administrators
Utah
$97.9K -$21.2K -149 -18%
AA
586
Alta Advisers
United Kingdom
$85.2K – – –
CI Investments Inc
587
CI Investments Inc
Ontario, Canada
$82K -$3.39K -24 -4%
ADL
588
Asset Dedication LLC
California
$82K – – –
CT
589
Colonial Trust
South Carolina
$80.4K – – –
CTC
590
Central Trust Company
Missouri
$80.1K – – –
BGAI
591
Bruce G. Allen Investments
Colorado
$77.3K +$77.3K +544 New
FBC
592
Fairfield, Bush & Co
Connecticut
$76.7K +$76.7K +540 New
AWM
593
Atticus Wealth Management
Florida
$74.2K – – –
MPWT
594
MassMutual Private Wealth & Trust
Connecticut
$73.9K +$63.4K +446 +603%
RIM
595
Rakuten Investment Management
Japan
$73.6K +$73.6K +517 New
NSIM
596
North Star Investment Management
Illinois
$72.4K -$1.56K -11 -2%
GFPC
597
Global Financial Private Client
Florida
$71K – – –
SR
598
Syntax Research
Florida
$71K – – –
DIP
599
DT Investment Partners
Pennsylvania
$70.9K – – –
VCM
600
Versant Capital Management
Arizona
$66.3K +$284 +2 +0.4%
22 23
24
25 26