DLTR icon

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 %
WTA
676
Washington Trust Advisors
Massachusetts
$11.8K +$7.25K +51 +159%
SIC
677
Salem Investment Counselors
North Carolina
$11.6K – – –
ODG
678
O'Dell Group
Ohio
$11.4K +$11.4K +80 New
FMTCOCP
679
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K +$8.25K +57 +300%
ETC
680
Exchange Traded Concepts
Oklahoma
$10.8K +$10.8K +76 New
TIM
681
Thompson Investment Management
Wisconsin
$10.5K – – –
GKIM
682
GW&K Investment Management
Massachusetts
$10K +$4.35K +30 +77%
BIA
683
Bell Investment Advisors
California
$9.94K +$2.98K +21 +43%
CTB
684
Country Trust Bank
Illinois
$9.52K – – –
QC
685
Quent Capital
New York
$9.23K – – –
HWM
686
HighMark Wealth Management
Minnesota
$9.23K +$568 +4 +7%
HBW
687
Hazlett, Burt & Watson
West Virginia
$9K – – –
VNA
688
Valley National Advisers
Pennsylvania
$9K +$7.88K +56 +700%
WIA
689
Wetzel Investment Advisors
Indiana
$9K +$9K +63 New
BBHC
690
Brown Brothers Harriman & Co
New York
$8.52K -$6.25K -44 -42%
AEPWM
691
Atlantic Edge Private Wealth Management
Florida
$8.52K +$8.52K +60 New
CAS
692
Coppell Advisory Solutions
Texas
$8.52K +$8.52K +60 New
APC
693
Aspire Private Capital
North Carolina
$8.38K – – –
GGI
694
Godsey & Gibb Inc
Virginia
$8.24K – – –
FFA
695
Frazier Financial Advisors
Ohio
$7.68K +$7.68K +54 New
AAP
696
Arax Advisory Partners
Colorado
$7.67K +$7.67K +54 New
WIM
697
Westside Investment Management
California
$7.1K – – –
FCA
698
FinTrust Capital Advisors
South Carolina
$7.1K +$7.1K +50 New
BFS
699
Burkett Financial Services
South Carolina
$7.1K +$7.1K +50 New
RBC
700
Roble Belko & Company
Pennsylvania
$7K – – –
26 27
28
29 30