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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 %
CIM
126
Confluence Investment Management
Missouri
$18.3M -$178K -1,255 -1%
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$17.6M -$4.7M -33,117 -21%
LWIC
128
Leith Wheeler Investment Counsel
British Columbia, Canada
$17.4M +$4.15M +29,220 +31%
State of Wisconsin Investment Board
129
State of Wisconsin Investment Board
Wisconsin
$17.2M -$1.47M -10,353 -8%
State of New Jersey Common Pension Fund D
130
State of New Jersey Common Pension Fund D
New Jersey
$16.9M – – –
Chevy Chase Trust
131
Chevy Chase Trust
Maryland
$16.6M -$299K -2,107 -2%
Mitsubishi UFJ Trust & Banking
132
Mitsubishi UFJ Trust & Banking
Japan
$16.3M -$549K -3,864 -3%
US Bancorp
133
US Bancorp
Minnesota
$16.1M -$1.56M -10,953 -9%
SSA
134
Schonfeld Strategic Advisors
New York
$16M -$50.1M -352,391 -76%
IMRF
135
Illinois Municipal Retirement Fund
Illinois
$16M +$5.47M +38,517 +52%
ECM
136
Estuary Capital Management
Minnesota
$15.3M +$15.3M +108,050 New
KMC
137
Kirr Marbach & Co
Indiana
$15.3M -$111K -784 -0.7%
Swedbank
138
Swedbank
Sweden
$15.2M -$476K -3,348 -3%
Rafferty Asset Management
139
Rafferty Asset Management
New York
$14.7M +$1.31M +9,223 +10%
LOPW
140
Live Oak Private Wealth
North Carolina
$14M +$543K +3,820 +4%
WSTAM
141
Wilbanks Smith & Thomas Asset Management
Virginia
$13.9M -$1.79M -12,605 -11%
Thrivent Financial for Lutherans
142
Thrivent Financial for Lutherans
Minnesota
$13.6M -$2.48M -17,492 -15%
Pictet Asset Management
143
Pictet Asset Management
Switzerland
$13.5M -$893K -6,283 -6%
CWM
144
CIBC World Markets
New York
$13.2M +$2.41M +16,954 +22%
Stifel Financial
145
Stifel Financial
Missouri
$13.1M +$1.26M +8,895 +11%
IG
146
ING Group
Netherlands
$13M +$12.9M +90,479 +6,538%
SAIG
147
Semper Augustus Investments Group
Colorado
$12.8M +$616K +4,338 +5%
Calamos Advisors
148
Calamos Advisors
Illinois
$12.7M -$13.4M -94,271 -51%
Ohio Public Employees Retirement System (OPERS)
149
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.6M +$103K +728 +0.8%
Aberdeen Group
150
Aberdeen Group
United Kingdom
$12.4M +$5.09M +35,860 +69%
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