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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 %
Nisa Investment Advisors
176
Nisa Investment Advisors
Missouri
$7.51M +$197K +1,387 +3%
EWM
177
Edge Wealth Management
New York
$7.42M -$48.3K -340 -0.6%
AB
178
Amalgamated Bank
New York
$7.4M -$1.05M -7,357 -12%
Axa
179
Axa
France
$7.39M +$5.59M +39,379 +311%
MIM
180
MetLife Investment Management
New Jersey
$7.21M -$148K -1,041 -2%
CCM
181
Channing Capital Management
Illinois
$7.15M -$1.57M -11,026 -18%
BCI
182
Brinker Capital Investments
Pennsylvania
$7.01M -$431K -3,132 -6%
OPS
183
Orion Portfolio Solutions
Nebraska
$7.01M -$431K -3,132 -6%
SOADOR
184
State of Alaska Department of Revenue
Alaska
$6.66M -$310K -2,180 -4%
Retirement Systems of Alabama
185
Retirement Systems of Alabama
Alabama
$6.54M -$181K -1,277 -3%
COPPSERS
186
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.5M +$522K +3,673 +9%
MPIM
187
McGinn Penninger Investment Management
Virginia
$6.48M -$90.9K -640 -1%
Janney Montgomery Scott
188
Janney Montgomery Scott
Pennsylvania
$6.2M +$106K +743 +2%
Skandinaviska Enskilda Banken (SEB)
189
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.13M +$102K +717 +2%
TPSF
190
Texas Permanent School Fund
Texas
$6.13M -$15.2K -107 -0.2%
CWM
191
Circle Wealth Management
New Jersey
$5.99M -$42.8K -301 -0.7%
DnB Asset Management
192
DnB Asset Management
Norway
$5.89M -$68.5K -482 -1%
CIP
193
Chartwell Investment Partners
Pennsylvania
$5.83M -$562K -3,959 -9%
II
194
IFM Investors
Australia
$5.74M -$147K -1,036 -2%
LIP
195
Lighthouse Investment Partners
Florida
$5.68M +$5.68M +40,000 New
Cerity Partners
196
Cerity Partners
New York
$5.58M +$283K +1,994 +5%
FM
197
Freemont Management
Switzerland
$5.46M – – –
WMSA
198
Weiss Multi-Strategy Advisers
New York
$5.3M +$2.53M +17,844 +92%
Zurich Cantonal Bank
199
Zurich Cantonal Bank
Switzerland
$5.22M -$44.9K -316 -0.9%
CNB
200
Czech National Bank
Czech Republic
$5.2M +$2.13K +15 +0%
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