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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 %
AWM
651
Abound Wealth Management
Tennessee
$21.5K -$142 -1 -0.7%
FMII
652
Farmers & Merchants Investments Inc
Nebraska
$21.3K – – –
DAC
653
Dividend Assets Capital
South Carolina
$21K – – –
PWMG
654
Private Wealth Management Group
New Jersey
$20K +$20K +141 New
JWA
655
JFS Wealth Advisors
Pennsylvania
$18.9K +$1.56K +11 +9%
AA
656
AlphaMark Advisors
Kentucky
$18K – – –
NRG
657
Nemes Rush Group
Michigan
$17.8K – – –
MCM
658
Manchester Capital Management
Vermont
$17.3K +$3.13K +22 +22%
SWS
659
SYSTM Wealth Solutions
Illinois
$17.2K +$17.2K +121 New
SN
660
Sittner & Nelson
Oregon
$16.6K – – –
BWL
661
Bogart Wealth LLC
Virginia
$16.5K – – –
PWMG
662
Prestige Wealth Management Group
New Jersey
$15.6K +$142 +1 +0.9%
BTI
663
Blue Trust Inc
Georgia
$15K -$9.76K -93 -39%
C
664
Covestor
United Kingdom
$15K – – –
S
665
Sachetta
Massachusetts
$14.3K +$14.3K +101 New
MSFP
666
Mark Sheptoff Financial Planning
Connecticut
$14.2K – – –
BLC
667
Brown, Lisle/Cummings
Rhode Island
$14.2K – – –
MA
668
MCF Advisors
Kentucky
$14.2K – – –
FRA
669
Front Row Advisors
California
$14.2K – – –
CSWM
670
Cassady Schiller Wealth Management
Ohio
$14.2K – – –
MCM
671
MV Capital Management
Maryland
$14.2K +$2.13K +15 +18%
TFGT
672
TS Financial Group (TSFG)
Illinois
$14K – – –
TAM
673
Tucker Asset Management
Colorado
$13.1K – – –
GBT
674
Grove Bank & Trust
Florida
$12.9K – – –
HB
675
Horizon Bancorp
Indiana
$12K +$12K +84 New
25 26
27
28 29