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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 %
CFGS
601
Concourse Financial Group Securities
Alabama
$64.1K +$1.14K +8 +2%
WAG
602
Wiser Advisor Group
Arizona
$62.8K +$62.8K +442 New
HI
603
Harbour Investments
Wisconsin
$59.1K +$12.4K +87 +26%
TPCW
604
TD Private Client Wealth
New York
$58.7K +$6.39K +45 +12%
FFA
605
Farther Finance Advisors
California
$58.2K +$18K +127 +45%
VC
606
Vestor Capital
Illinois
$58K – – –
CFD
607
Creative Financial Designs
Indiana
$56.8K – – –
CYG
608
Clean Yield Group
Vermont
$56.8K – – –
CFO
609
CVA Family Office
Colorado
$56.1K +$56.1K +395 New
EWA
610
EverSource Wealth Advisors
Alabama
$53.4K +$5.54K +39 +12%
MFG
611
Mendota Financial Group
Wisconsin
$51.6K +$51.6K +363 New
TC
612
Tacita Capital
Ontario, Canada
$51.1K – – –
UB
613
UMB Bank
Missouri
$50.7K -$7.67K -54 -13%
HWA
614
Heritage Wealth Advisors
Virginia
$49.7K – – –
RFA
615
Resurgent Financial Advisors
Georgia
$47.3K -$284 -2 -0.6%
LCM
616
Logan Capital Management
Pennsylvania
$44.7K – – –
LS
617
Livforsakringsbolaget Skandia
Sweden
$44.3K – – –
CSB
618
City State Bank
Iowa
$43K +$28.7K +200 +200%
GWM
619
Geneos Wealth Management
Colorado
$42.9K -$13.9K -98 -25%
SC
620
Stephens Consulting
Michigan
$42.6K – – –
SL
621
Salomon & Ludwin
Virginia
$41.4K – – –
CWP
622
Concord Wealth Partners
Virginia
$41.3K – – –
TH
623
TCTC Holdings
Texas
$39.2K +$28.6K +201 +268%
PMFA
624
Plante Moran Financial Advisors
Michigan
$38.8K +$8.1K +57 +26%
AssetMark Inc
625
AssetMark Inc
California
$38.2K -$193K -1,356 -83%
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