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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 %
VSQM
401
V-Square Quantitative Management
Illinois
$397K +$199K +2,833 +101%
Fifth Third Bancorp
402
Fifth Third Bancorp
Ohio
$390K -$111K -1,578 -22%
Squarepoint
403
Squarepoint
New York
$383K -$12.4K -176 -3%
AC
404
AXQ Capital
New Jersey
$381K +$381K +5,423 New
CIS
405
Custom Index Systems
New York
$381K +$238K +3,388 +167%
NAM
406
NorthCrest Asset Manangement
Minnesota
$381K +$2.67K +38 +0.7%
VFA
407
Valeo Financial Advisors
Indiana
$377K -$20.7K -294 -5%
MA
408
Montag & Associates
Georgia
$375K -$62.1K -883 -14%
IBOK
409
Independence Bank of Kentucky
Kentucky
$368K +$106K +1,511 +41%
PWM
410
Perigon Wealth Management
California
$367K +$61.2K +871 +20%
CIR
411
Clear Investment Research
Georgia
$366K – – –
OQS
412
Occudo Quantitative Strategies
Florida
$363K -$98.9K -1,407 -21%
FNBSF
413
First National Bank Sioux Falls
South Dakota
$360K +$39K +555 +12%
CRC
414
Curi RMB Capital
Illinois
$354K +$354K +5,041 New
BMSSC
415
B. Metzler seel. Sohn & Co
Germany
$353K – – –
WI
416
Wahed Invest
New York
$345K +$32K +455 +10%
JFG
417
Jefferies Financial Group
New York
$345K -$3.44M -48,866 -91%
LGA
418
Lebenthal Global Advisors
New York
$343K +$343K +4,879 New
ONB
419
Old National Bancorp
Indiana
$341K +$185K +2,628 +118%
IAA
420
Independent Advisor Alliance
North Carolina
$338K -$62.2K -884 -16%
VWM
421
Venturi Wealth Management
Texas
$332K +$150K +2,127 +82%
LBC
422
Lowe Brockenbrough & Co
Virginia
$331K -$77.4K -1,100 -19%
ACM
423
Alta Capital Management
Utah
$315K -$119K -1,690 -27%
CIA
424
Cascade Investment Advisors
Oregon
$308K -$199K -2,823 -39%
Mercer Global Advisors
425
Mercer Global Advisors
Colorado
$307K -$244K -3,459 -44%
15 16
17
18 19