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
11.22%
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 %
IUHSA
826
Itau Unibanco Holding S.A.
Brazil
– -$53.1K -499 Closed
RTC
827
Riverview Trust Company
Washington
– -$37.9K -356 Closed
BAAM
828
Baker Avenue Asset Management
California
– -$23.5K -221 Closed
RFA
829
Register Financial Advisors
Georgia
– -$21.3K -200 Closed
NFSG
830
Newbridge Financial Services Group
Florida
– -$19.3K -181 Closed
CA
831
Centerpoint Advisors
Massachusetts
– -$17K -162 Closed
CFFP
832
Center for Financial Planning
Michigan
– -$12.8K -120 Closed
HL
833
HeadInvest LLC
Maine
– -$11.7K -112 Closed
SIS
834
Sound Income Strategies
Florida
– -$8.41K -79 Closed
RFG
835
RFP Financial Group
Georgia
– -$5K -47 Closed
CCP
836
Carmel Capital Partners
California
– -$4.79K -45 Closed
MFT
837
Moisand Fitzgerald Tamayo
Florida
– -$4.15K -39 Closed
SFCL
838
Strengthening Families & Communities LLC
Massachusetts
– -$3K -30 Closed
AWA
839
Authentikos Wealth Advisory
California
– -$2.13K -20 Closed
LF
840
Lee Financial
Texas
– -$1.92K -18 Closed
WWP
841
WR Wealth Planners
Missouri
– -$1.6K -15 Closed
UFF
842
USA Financial Formulas
Michigan
– -$1.49K -14 Closed
PPC
843
Park Place Capital
Alabama
– -$1.28K -12 Closed
Legacy Financial Group (Iowa)
844
Legacy Financial Group (Iowa)
Iowa
– -$745 -7 Closed
SCA
845
Stonebridge Capital Advisors
Minnesota
– -$639 -6 Closed
MIM
846
Macroview Investment Management
Maryland
– -$426 -4 Closed
PCTC
847
Perkins Coie Trust Company
Washington
– -$319 -3 Closed
TWP
848
TFO Wealth Partners
Ohio
– -$287 -2 Closed
30 31 32 33
34