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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 %
BCWM
701
Bartlett & Co Wealth Management
Ohio
$6.26K – – –
HWM
702
Horizons Wealth Management
North Carolina
$6.25K – – –
CWC
703
Carolinas Wealth Consulting
North Carolina
$6.11K – – –
BC
704
Bartlett & Co
Ohio
$6K – – –
FMP
705
Financial Management Professionals
Texas
$6K +$1.95K +13 +48%
ZB
706
Zions Bancorporation
Utah
$5.82K -$1.85K -13 -24%
PWA
707
Provenance Wealth Advisors
Florida
$5.82K +$5.82K +41 New
GG
708
Gleason Group
Kentucky
$5.68K – – –
LWANC
709
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.26K – – –
BWM
710
Baystate Wealth Management
Massachusetts
$5.26K +$284 +2 +6%
CAL
711
Capital Advisors Ltd
Ohio
$5K +$4.71K +32 +1,600%
FFO
712
Fortitude Family Office
Arizona
$4.69K +$4.69K +33 New
SIC
713
SJS Investment Consulting
Ohio
$4.41K +$1.28K +9 +41%
WTG
714
West Tower Group
Virginia
$4.4K -$53.3K -375 -92%
CFB
715
Cullen/Frost Bankers
Texas
$4.4K -$53.1K -374 -92%
GI
716
Gradient Investments
Minnesota
$4.4K +$142 +1 +3%
LFG
717
Larson Financial Group
Missouri
$4.26K -$14.2K -100 -77%
AIC
718
Archer Investment Corporation
Indiana
$4.26K – – –
RCM
719
Raleigh Capital Management
North Carolina
$4.1K +$3.53K +25 +625%
AW
720
Avion Wealth
Texas
$4K +$3.1K +24 +343%
HI
721
Hoey Investments
Pennsylvania
$3.98K – – –
ANBT
722
American National Bank & Trust
Texas
$3.98K +$3.98K +28 New
SSB
723
Sandy Spring Bank
Maryland
$3.55K – – –
FGA
724
Fortis Group Advisors
New Jersey
$3.41K +$1.71K +12 +100%
DPW
725
DiNuzzo Private Wealth
Pennsylvania
$3.27K +$3.27K +23 New
27 28
29
30 31