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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
11.22%
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
$1.24B
2
Capital International Investors
Capital International Investors
California
$1.5B
3
Fidelity International
Fidelity International
Bermuda
$454M
4
EIG
EdgePoint Investment Group
Ontario, Canada
$1.1B
5
Citadel Advisors
Citadel Advisors
Florida
$339M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$847M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$258M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$694M
4
Marshall Wace
Marshall Wace
United Kingdom
$70.8M
5
Macquarie Group
Macquarie Group
Australia
$357M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFPW
726
BOK Financial Private Wealth
Colorado
$3.13K – – –
CJ
727
Caitlin John
Michigan
$3.13K +$3.13K +22 New
Lazard Asset Management
728
Lazard Asset Management
New York
$3K -$24.5K -188 -89%
SAM
729
Smartleaf Asset Management
Massachusetts
$2.99K +$2.99K +21 New
PB
730
Pinnacle Bancorp
Nebraska
$2.84K – – –
HCP
731
Hexagon Capital Partners
Arkansas
$2.84K +$852 +6 +43%
RIM
732
Rockbridge Investment Management
New York
$2.84K +$2.84K +20 New
AP
733
Aspect Partners
Virginia
$2.84K +$2.84K +20 New
VAG
734
VisionPoint Advisory Group
Texas
$2.7K -$852 -6 -24%
KFS
735
Kelly Financial Services
Massachusetts
$2.56K – – –
GAMC
736
Garner Asset Management Corp
Texas
$2.26K +$2.26K +16 New
FRA
737
Frank Rimerman Advisors
California
$2.13K +$2.13K +15 New
OP
738
ORG Partners
Indiana
$2.13K +$2.13K +15 New
SSG
739
Summit Securities Group
New York
$2K -$941 -8 -32%
FWM
740
FSA Wealth Management
Massachusetts
$2K +$2K +17 New
DF
741
Dunhill Financial
United Kingdom
$1.86K +$1.86K +13 New
EBA
742
Eagle Bay Advisors
New York
$1.85K – – –
VAMG
743
Voisard Asset Management Group
Michigan
$1.69K +$1.69K +12 New
VWM
744
Venturi Wealth Management
Texas
$1.56K +$142 +1 +10%
GWSG
745
GPS Wealth Strategies Group
Colorado
$1.42K – – –
VWA
746
Valued Wealth Advisors
Utah
$1.38K +$1.38K +13 New
JWM
747
Janiczek Wealth Management
Colorado
$1.28K +$142 +1 +13%
JGIA
748
Jackson Grant Investment Advisers
Connecticut
$1.28K – – –
TVAMP
749
Tennessee Valley Asset Management Partners
Tennessee
$1.28K +$1.28K +9 New
CHA
750
Carmichael Hill & Associates
Maryland
$1.14K – – –
28 29
30
31 32