Dollar Tree
DLTR
771 hedge funds and large institutions have $31.6B invested in Dollar Tree in 2023 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 246 increasing their positions, 263 reducing their positions, and 83 closing their positions.
63% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 83
42% more funds holding in top 10
Funds holding in top 10: 12 → 17 (+5)
39% more capital invested
Capital invested by funds: $22.7B → $31.6B (+$8.84B)
6% more funds holding
Funds holding: 730 → 771 (+41)
5.02% more ownership
Funds ownership: 96.95% → 101.97% (+5%)
6% more call options, than puts
Call options by funds: $1.07B | Put options by funds: $1.01B
6% less repeat investments, than reductions
Existing positions increased: 246 | Existing positions reduced: 263
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$290M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$185M |
| 3 |
Morgan Stanley
New York
|
+$125M |
| 4 |
Neuberger Berman Group
New York
|
+$119M |
| 5 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
+$106M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$101M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$72.1M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$71.6M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$63.3M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$43.5M |
DLTR Hedge Fund Activity: Q4 2023 in Review
771 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Dollar Tree (DLTR) for Q4 2023, worth a combined $31.6B — up 39% from $22.7B a quarter earlier.
Buyers outnumbered sellers: 135 funds opened new DLTR positions and 83 closed out — a net gain of 52 holders — while 246 added to existing stakes and 263 trimmed.
The largest buyer was Capital International Investors, adding an estimated $290M. The largest seller was Fidelity Investments, cutting an estimated $101M.
- 771 institutional investors held Dollar Tree (DLTR) as of Q4 2023, up from 730 in Q3 2023.
- Funds reported $31.6B of Dollar Tree stock for Q4 2023, up 39% quarter-over-quarter.
- 135 funds opened new Dollar Tree positions in Q4 2023 and 83 closed out, a net change of +52 holders.
- The largest Dollar Tree buyer in Q4 2023 was Capital International Investors, an estimated $290M added.
- The largest Dollar Tree seller in Q4 2023 was Fidelity Investments, an estimated $101M sold.
Based on aggregated 13F filings for Q4 2023.