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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 %
TCA
751
Trifecta Capital Advisors
Illinois
$1.14K +$711 +5 +167%
LIWM
752
Long Island Wealth Management
New York
$1K +$1K +10 New
RS
753
Rakuten Securities
Japan
$994 +$994 +7 New
TWD
754
True Wealth Design
Ohio
$853 – – –
SJIM
755
St. Johns Investment Management
Florida
$568 – – –
WPA
756
West Paces Advisors
Georgia
$568 +$568 +4 New
PIM
757
Plato Investment Management
Australia
$568 +$568 +4 New
FDCP
758
Foster Dykema Cabot & Partners
Massachusetts
$568 +$568 +4 New
CAM
759
ClariVest Asset Management
California
$427 +$427 +3 New
TFM
760
TFC Financial Management
Massachusetts
$427 +$427 +3 New
WA
761
WestEnd Advisors
North Carolina
$426 – – –
CTA
762
Colonial Trust Advisors
South Carolina
$284 – – –
TIM
763
Tortoise Investment Management
New York
$284 – – –
M
764
MOTCO
Texas
$142 – – –
CPG
765
Cornerstone Planning Group
New Jersey
$142 – – –
DWM
766
Dogwood Wealth Management
Kansas
$5 – – –
Capital Research Global Investors
767
Capital Research Global Investors
California
– -$43.5M -408,849 Closed
TC
768
TwinBeech Capital
New York
– -$42.9M -403,202 Closed
Capital Fund Management (CFM)
769
Capital Fund Management (CFM)
France
– -$32.8M -308,180 Closed
N
770
Natixis
France
– -$27.3M -256,323 Closed
KWILP
771
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$23.7M -222,661 Closed
RCM
772
Rokos Capital Management
United Kingdom
– -$22.2M -206,982 Closed
CM
773
Cercano Management
Washington
– -$13.8M -129,381 Closed
Renaissance Technologies
774
Renaissance Technologies
New York
– -$10.6M -100,003 Closed
CCM
775
Cinctive Capital Management
New York
– -$9.18M -86,217 Closed
29 30
31
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