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Dollar Tree
DLTR

Overview Fund Activity

679 hedge funds and large institutions have $14.4B invested in Dollar Tree in 2024 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 236 increasing their positions, 254 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
-68
Holders Change %
-9.1%
% of All Funds
9.82%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
87
Increased
236
Reduced
254
Closed
148
Calls
$773M
Puts
$1.11B
Net Calls
-$333M
Net Calls Change
+$446M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$155M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$660M
3
Citadel Advisors
3
Citadel Advisors
Florida
$158M
4
Capital International Investors
4
Capital International Investors
California
$473M
5
CM
5
Corvex Management
New York
$79.5M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$0
2
Capital World Investors
2
Capital World Investors
California
$111M
3
Nomura Holdings
3
Nomura Holdings
Japan
$284M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.14M
5
UBS AM
5
UBS AM
Illinois
$88.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFIC
301
Bedell Frazier Investment Counselling
California
$998K +$3.8K +54 +0.4%
Cambridge Investment Research Advisors
302
Cambridge Investment Research Advisors
Iowa
$991K -$59.4K -844 -6%
RIL
303
Rothschild Investment LLC
Illinois
$990K +$525K +7,460 +113%
KRS
304
Kentucky Retirement Systems
Kentucky
$990K -$108K -1,540 -10%
CAM
305
Cresset Asset Management
Illinois
$985K -$705K -10,019 -42%
Federated Hermes
306
Federated Hermes
Pennsylvania
$977K +$37.4K +532 +4%
SI
307
Stephens Inc
Arkansas
$972K +$228K +3,249 +31%
P
308
&Partners
Tennessee
$965K +$516K +7,334 +115%
ICM
309
Intrepid Capital Management
Florida
$933K +$933K +13,275 New
MML Investors Services
310
MML Investors Services
Massachusetts
$930K +$116K +1,644 +14%
Cetera Investment Advisers
311
Cetera Investment Advisers
Illinois
$924K +$64K +910 +7%
MSU
312
Mizuho Securities USA
New York
$921K -$202K -2,872 -18%
RJFSA
313
Raymond James Financial Services Advisors
Florida
$917K -$39K -554 -4%
MIC
314
Maxi Investments CY
Cyprus
$914K +$914K +13,000 New
BAM
315
Blueshift Asset Management
New Jersey
$906K +$80.1K +1,139 +10%
PS
316
Principal Securities
Iowa
$905K +$110K +1,563 +14%
EIM
317
Essex Investment Management
Massachusetts
$903K -$82.2K -1,169 -8%
HIMCH
318
Hartford Investment Management Co (HIMCO)
Connecticut
$892K -$40.9K -581 -4%
William Blair & Company
319
William Blair & Company
Illinois
$890K +$232K +3,300 +35%
VPIM
320
Vanguard Personalized Indexing Management
California
$879K -$335K -4,758 -28%
Osaic Holdings
321
Osaic Holdings
Arizona
$871K -$144K -2,041 -14%
KAS
322
Kestra Advisory Services
Texas
$867K -$33.7K -479 -4%
IMPI
323
Ilmarinen Mutual Pension Insurance
Finland
$864K – – –
M&T Bank
324
M&T Bank
New York
$864K -$108K -1,531 -11%
GAM
325
Groupama Asset Management
France
$839K +$606K +10,736 +260%
11 12
13
14 15