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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 %
AIG
151
American International Group
New York
$12.2M -$276K -1,943 -2%
Asset Management One
152
Asset Management One
Japan
$12M -$113K -796 -0.9%
LPL Financial
153
LPL Financial
California
$12M -$583K -4,105 -5%
FDCDDQ
154
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.7M +$1.11M +7,783 +10%
Natixis Advisors
155
Natixis Advisors
Massachusetts
$11.7M +$2.37M +16,699 +26%
Royal London Asset Management
156
Royal London Asset Management
United Kingdom
$11.5M +$77K +542 +0.7%
Korea Investment Corp
157
Korea Investment Corp
South Korea
$11.5M -$791K -5,565 -6%
LI
158
Leeward Investments
Massachusetts
$11.2M -$300K -2,112 -3%
Handelsbanken Fonder
159
Handelsbanken Fonder
Sweden
$10.8M -$5.3M -37,320 -33%
OAM
160
Oppenheimer Asset Management
New York
$10.4M -$222K -1,561 -2%
CWAG
161
Compton Wealth Advisory Group
Virginia
$10.1M – – –
VOYA Investment Management
162
VOYA Investment Management
Georgia
$10M -$411K -2,896 -4%
Schroder Investment Management Group
163
Schroder Investment Management Group
United Kingdom
$9.96M +$7.39M +52,024 +288%
State of Tennessee, Department of Treasury
164
State of Tennessee, Department of Treasury
Tennessee
$9.6M +$2.23M +15,733 +30%
MWM
165
Moran Wealth Management
Florida
$9.35M -$189K -1,328 -2%
JA
166
JLB & Associates
Michigan
$9.3M +$59.6K +434 +0.6%
IIM
167
INTECH Investment Management
Florida
$8.95M -$11.4M -79,979 -56%
Comerica Bank
168
Comerica Bank
Texas
$8.88M -$552K -3,884 -6%
GC
169
Guggenheim Capital
Illinois
$8.63M +$423K +2,975 +5%
CIBC Asset Management
170
CIBC Asset Management
Ontario, Canada
$8.55M -$24.3K -171 -0.3%
Walleye Trading
171
Walleye Trading
New York
$8.51M -$892K -6,276 -9%
Russell Investments Group
172
Russell Investments Group
United Kingdom
$8.42M +$1.45M +10,202 +21%
ASRS
173
Arizona State Retirement System
Arizona
$8.35M -$65.3K -460 -0.8%
SOMRS
174
State of Michigan Retirement System
Michigan
$8.14M -$14.2K -100 -0.2%
HAM
175
Harber Asset Management
North Carolina
$7.86M +$1.98M +13,950 +34%
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