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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 %
GWS
626
Glassman Wealth Services
Virginia
$37.8K +$8.95K +63 +31%
OA
627
Operose Advisors
Wisconsin
$36.9K -$7.96K -56 -18%
JPWM
628
Jamison Private Wealth Management
Georgia
$35.2K – – –
AGWCA
629
Annis Gardner Whiting Capital Advisors
Florida
$35.1K +$852 +6 +2%
TCWA
630
Turtle Creek Wealth Advisors
Texas
$34.9K +$34.9K +246 New
SOW
631
State of Wyoming
Wyoming
$34.8K +$34.8K +245 New
WT
632
Washington Trust
Rhode Island
$33.4K -$20.9K -147 -38%
WT
633
Whittier Trust
California
$33.1K -$9.66K -68 -23%
OIAM
634
OFI Invest Asset Management
France
$31.8K +$31.8K +247 New
MTIC
635
Missouri Trust & Investment Company
Missouri
$31.5K – – –
PFBT
636
Parkside Financial Bank & Trust
Missouri
$30.7K +$1.85K +13 +6%
CCA
637
Catalyst Capital Advisors
New York
$29.4K +$6.25K +44 +27%
ATC
638
Adirondack Trust Company
New York
$29.3K – – –
PCA
639
Providence Capital Advisors
North Carolina
$28.1K – – –
GJIA
640
Glass Jacobson Investment Advisors
Maryland
$28.1K – – –
FHA
641
First Horizon Advisors
Tennessee
$27.8K +$2.7K +19 +11%
HFS
642
Hantz Financial Services
Michigan
$27K -$3.45K -24 -11%
CG
643
Cutler Group
California
$27K +$27K +197 New
UCB
644
United Community Bank
South Carolina
$27K +$27K +190 New
IGWM
645
ICA Group Wealth Management
Colorado
$26.3K +$26.3K +185 New
MSG
646
Main Street Group
Virginia
$26K +$26K +183 New
TCOV
647
Trust Company of Vermont
Vermont
$24K +$24K +169 New
CT
648
Cambridge Trust
Massachusetts
$23.4K – – –
TFIPS
649
Towarzystwo Funduszy Inwestycyjnych PZU SA
$22.7K +$22.7K +160 New
ITIM
650
Indiana Trust & Investment Management
Indiana
$22K – – –
24 25
26
27 28