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Dollar Tree
DLTR

Overview Fund Activity

704 hedge funds and large institutions have $16.1B invested in Dollar Tree in 2024 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 206 increasing their positions, 278 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+25
Holders Change %
+3.68%
% of All Funds
9.37%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
144
Increased
206
Reduced
278
Closed
109
Calls
$1.56B
Puts
$1.33B
Net Calls
+$233M
Net Calls Change
+$567M

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$328M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$196M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$300M
4
Millennium Management
4
Millennium Management
New York
$197M
5
Capital International Investors
5
Capital International Investors
California
$656M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$0
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$258M
3
Bank of America
3
Bank of America
North Carolina
$88.5M
4
BlackRock
4
BlackRock
New York
$1.17B
5
Capital World Investors
5
Capital World Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TMAM
376
Tokio Marine Asset Management
Japan
$542K +$86.7K +1,157 +19%
EF
377
Empirical Finance
Pennsylvania
$542K -$7.42K -99 -1%
NB
378
Norinchukin Bank
Japan
$535K -$158K -2,109 -23%
Lido Advisors
379
Lido Advisors
California
$532K +$214K +2,856 +67%
Pzena Investment Management
380
Pzena Investment Management
New York
$520K +$520K +6,939 New
Wealthfront Advisers
381
Wealthfront Advisers
California
$520K +$520K +6,935 New
PWP
382
Private Wealth Partners
California
$517K -$330K -4,400 -39%
AIA
383
AIMZ Investment Advisors
California
$515K – – –
DC
384
Davenport & Co
Virginia
$511K -$267K -3,561 -34%
Carson Wealth (CWM LLC)
385
Carson Wealth (CWM LLC)
Nebraska
$508K +$331K +4,417 +187%
MGP
386
Metis Global Partners
California
$508K +$16.5K +220 +3%
VWM
387
Venturi Wealth Management
Texas
$483K +$129K +1,718 +36%
SCM
388
Stevens Capital Management
Pennsylvania
$481K +$481K +6,424 New
NMIMC
389
Northwestern Mutual Investment Management Company
Wisconsin
$481K +$974 +13 +0.2%
PS
390
Principal Securities
Iowa
$477K -$487K -6,501 -51%
WSFS
391
Wilmington Savings Fund Society
Delaware
$476K -$235K -3,132 -33%
AAIS
392
ABN AMRO Investment Solutions
$475K +$475K +6,345 New
CAM
393
Cresset Asset Management
Illinois
$464K -$585K -7,809 -56%
CAPTRUST Financial Advisors
394
CAPTRUST Financial Advisors
North Carolina
$456K -$47.5K -634 -9%
VSQM
395
V-Square Quantitative Management
Illinois
$454K +$30.4K +406 +7%
AC
396
Allstate Corporation
Illinois
$452K +$452K +6,031 New
SWIG
397
Strategic Wealth Investment Group
Kentucky
$448K +$448K +5,979 New
RFC
398
Regions Financial Corp
Alabama
$444K -$16.4K -219 -4%
JGC
399
J. Goldman & Co
New York
$436K +$436K +5,818 New
CCA
400
Cravens & Co Advisors
Tennessee
$429K +$429K +5,727 New
14 15
16
17 18