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

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$0
2
Capital World Investors
Capital World Investors
California
$111M
3
Nomura Holdings
Nomura Holdings
Japan
$284M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$2.14M
5
UBS AM
UBS AM
Illinois
$88.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Focus Partners Wealth
351
Focus Partners Wealth
Massachusetts
$631K +$631K +8,968 New
BC
352
Burney Company
Virginia
$628K -$20.4K -290 -3%
CGH
353
Crossmark Global Holdings
Texas
$627K -$48.8K -694 -7%
Mariner
354
Mariner
Kansas
$609K -$242K -3,426 -28%
AIP
355
Ameritas Investment Partners
Nebraska
$608K +$10.5K +149 +2%
EOJOAM
356
E. Ohman J:or Asset Management
Sweden
$605K – – –
Public Sector Pension Investment Board (PSP Investments)
357
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$601K -$15.8M -224,500 -96%
DILIC
358
Dai-ichi Life Insurance Company
Japan
$601K – – –
STA
359
Summit Trail Advisors
New York
$596K -$139K -1,975 -19%
RJT
360
Raymond James Trust
Florida
$584K +$233K +3,313 +66%
TCM
361
Teza Capital Management
Illinois
$579K +$579K +8,238 New
Envestnet Portfolio Solutions
362
Envestnet Portfolio Solutions
Illinois
$573K +$12K +171 +2%
CII
363
Capital International Inc
California
$572K +$572K +8,136 New
Baird Financial Group
364
Baird Financial Group
Wisconsin
$568K -$33.2M -471,964 -98%
SCM
365
Sterling Capital Management
North Carolina
$567K +$567K +8,057 New
T
366
TOBAM
France
$565K +$179K +2,541 +46%
AC
367
Avenir Corporation
Virginia
$558K – – –
PAM
368
Panagora Asset Management
Massachusetts
$543K -$70 -1 -0%
EHWM
369
Eads & Heald Wealth Management
Georgia
$541K -$148K -2,105 -21%
NERM
370
New England Research & Management
Illinois
$534K +$534K +7,600 New
PFS
371
Prospera Financial Services
Texas
$533K -$57.7K -821 -10%
Wealth Enhancement Advisory Services
372
Wealth Enhancement Advisory Services
Minnesota
$529K -$33.7K -479 -6%
EF
373
Empirical Finance
Pennsylvania
$515K +$9.21K +131 +2%
OAC
374
OMERS Administration Corp
Ontario, Canada
$506K – – –
BWA
375
Brave Warrior Advisors
New York
$501K +$501K +7,126 New
13 14
15
16 17