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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 %
ASN
376
Advisory Services Network
Georgia
$501K – – –
SA
377
SpiderRock Advisors
Delaware
$489K +$489K +6,955 New
LCWP
378
Legacy Capital Wealth Partners
Arkansas
$483K +$304K +4,321 +169%
AIA
379
AIMZ Investment Advisors
California
$483K – – –
PAG
380
Private Advisor Group
New Jersey
$481K -$7.59K -108 -2%
PTC
381
Petrus Trust Company
Texas
$473K -$76.6K -1,090 -14%
IMCOOI
382
Investment Management Corp of Ontario (IMCO)
Canada
$472K +$141K +2,000 +42%
CAPTRUST Financial Advisors
383
CAPTRUST Financial Advisors
North Carolina
$472K -$30.9K -439 -6%
MGP
384
Metis Global Partners
California
$461K -$180K -2,553 -28%
HighTower Advisors
385
HighTower Advisors
Illinois
$460K -$81.3K -1,179 -15%
IWC
386
Integrated Wealth Concepts
Massachusetts
$460K -$107K -1,519 -19%
MCM
387
Mattern Capital Management
Colorado
$459K +$171K +2,438 +60%
VI
388
Versor Investments
New York
$457K +$457K +6,500 New
NMIMC
389
Northwestern Mutual Investment Management Company
Wisconsin
$450K -$13.4K -191 -3%
QCM
390
Quantinno Capital Management
New York
$446K -$599K -8,519 -57%
CWM
391
Chemistry Wealth Management
New York
$440K +$74.2K +1,055 +20%
BBVA
392
Banco Bilbao Vizcaya Argentaria
Spain
$434K -$34.9K -496 -7%
TAM
393
Tocqueville Asset Management
New York
$434K -$10.5K -150 -2%
RFC
394
Regions Financial Corp
Alabama
$432K -$4.15K -59 -1%
TMAM
395
Tokio Marine Asset Management
Japan
$427K +$25.2K +358 +6%
LA
396
Lifeworks Advisors
Michigan
$421K +$43.2K +614 +11%
KRSITF
397
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$421K -$49.4K -702 -11%
HCM
398
Howard Capital Management
Georgia
$417K +$417K +5,927 New
NC
399
nVerses Capital
Florida
$408K +$408K +5,800 New
CIS
400
Capital International Sarl
California
$399K +$399K +5,672 New
14 15
16
17 18