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Dollar Tree

712 hedge funds and large institutions have $16.1B invested in Dollar Tree in 2024 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 210 increasing their positions, 279 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 110

18% more call options, than puts

Call options by funds: $1.56B | Put options by funds: $1.33B

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

10% more capital invested

Capital invested by funds: $14.6B → $16.1B (+$1.48B)

4% more funds holding

Funds holding: 686712 (+26)

3.45% more ownership

Funds ownership: 96.67%100.11% (+3.4%)

25% less repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 279

Holders
712
Holders Change
+26
Holders Change %
+3.79%
% of All Funds
9.38%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
146
Increased
210
Reduced
279
Closed
110
Calls
$1.56B
Puts
$1.33B
Net Calls
+$233M
Net Calls Change
+$567M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
401
Allstate Corporation
Illinois
$452K +$414K +6,031 New
SWIG
402
Strategic Wealth Investment Group
Kentucky
$448K +$410K +5,979 New
RFC
403
Regions Financial Corp
Alabama
$444K -$15K -219 -4%
JGC
404
J. Goldman & Co
New York
$436K +$399K +5,818 New
CCA
405
Cravens & Co Advisors
Tennessee
$429K +$393K +5,727 New
GI
406
GAMMA Investing
California
$426K +$231K +3,368 +145%
SPIA
407
Steward Partners Investment Advisory
New York
$421K +$275K +4,001 +248%
RLH
408
RD Lewis Holdings
Florida
$417K +$394K +5,739 New
KRSITF
409
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$416K +$95.2K +1,387 +23%
T
410
TOBAM
France
$406K -$180K -2,629 -33%
First Trust Advisors
411
First Trust Advisors
Illinois
$404K -$20.2M -293,679 -98%
PAG
412
Private Advisor Group
New Jersey
$403K -$100K -1,463 -21%
AFCM
413
Applied Finance Capital Management
Puerto Rico
$402K +$368K +5,367 New
ONB
414
Old National Bancorp
Indiana
$397K +$30.4K +443 +9%
NAM
415
NorthCrest Asset Manangement
Minnesota
$393K -$11.7K -170 -3%
WI
416
Wahed Invest
New York
$390K +$20.4K +297 +6%
CIR
417
Clear Investment Research
Georgia
$390K
GCM
418
Graham Capital Management
Connecticut
$387K +$354K +5,163 New
NP
419
NorthRock Partners
Minnesota
$385K +$352K +5,134 New
CG
420
Caprock Group
Idaho
$382K +$350K +5,098 New
SFA
421
Sequoia Financial Advisors
Ohio
$380K +$348K +5,071 New
OQS
422
Occudo Quantitative Strategies
Florida
$376K -$9.27K -135 -3%
PTC
423
Petrus Trust Company
Texas
$376K -$118K -1,714 -25%
SSG
424
Summit Securities Group
New York
$375K +$343K +5,000 New
JFG
425
Jefferies Financial Group
New York
$370K +$2.88K +42 +0.9%

DLTR Hedge Fund Activity: Q4 2024 in Review

712 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dollar Tree (DLTR) for Q4 2024, worth a combined $16.1B — up 10% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new DLTR positions and 110 closed out — a net gain of 36 holders — while 210 added to existing stakes and 279 trimmed.

The largest buyer was Marshall Wace, adding an estimated $266M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $155M sold.

  • 712 institutional investors held Dollar Tree (DLTR) as of Q4 2024, up from 686 in Q3 2024.
  • Funds reported $16.1B of Dollar Tree stock for Q4 2024, up 10% quarter-over-quarter.
  • 146 funds opened new Dollar Tree positions in Q4 2024 and 110 closed out, a net change of +36 holders.
  • The largest Dollar Tree buyer in Q4 2024 was Marshall Wace, an estimated $266M added.
  • The largest Dollar Tree seller in Q4 2024 was 1832 Asset Management, an estimated $155M sold.

Based on aggregated 13F filings for Q4 2024.