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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 %
NWWA
426
New Wave Wealth Advisors
Arkansas
$302K +$156K +2,221 +107%
HOWA
427
Heritage Oak Wealth Advisors
Florida
$302K +$302K +4,298 New
FRM
428
Fox Run Management
Connecticut
$302K +$302K +4,295 New
Lido Advisors
429
Lido Advisors
California
$298K +$82.6K +1,174 +38%
BAMF
430
BI Asset Management Fondsmaeglerselskab
Denmark
$296K +$67.6K +961 +30%
SFS
431
Strategic Financial Services
New York
$291K -$246K -3,492 -46%
KIA
432
Knollwood Investment Advisory
Maryland
$286K – – –
II
433
Inspire Investing
Idaho
$283K +$109K +1,549 +63%
SCTC
434
Sanibel Captiva Trust Company
Florida
$282K -$496K -7,047 -64%
HT
435
Headlands Technologies
Illinois
$279K -$676K -9,611 -71%
FMWA
436
Forvis Mazars Wealth Advisors
Missouri
$272K +$272K +3,874 New
CT
437
Clearstead Trust
Maine
$270K -$25.8K -367 -9%
LOAMU
438
Lombard Odier Asset Management (USA)
New York
$264K +$264K +3,759 New
CCIA
439
Campbell & Co Investment Adviser
Maryland
$264K +$264K +3,749 New
HNB
440
Huntington National Bank
Ohio
$263K -$60.6K -862 -19%
CSPIA
441
Cary Street Partners Investment Advisory
Virginia
$262K -$8.72K -124 -3%
AF
442
Arrow Financial
New York
$260K -$283K -4,030 -52%
WG
443
Winton Group
United Kingdom
$256K +$256K +3,646 New
RP
444
Riverwater Partners
Wisconsin
$256K -$5.21K -75 -2%
VI
445
Vestcor Inc
New Brunswick, Canada
$253K – – –
VA
446
Vident Advisory
Georgia
$251K +$11.9K +169 +5%
FT
447
Fiduciary Trust
Massachusetts
$245K -$210K -2,985 -46%
EF
448
Empowered Funds
Pennsylvania
$243K +$30.6K +435 +14%
PWW
449
Pettyjohn Wood & White
Virginia
$242K – – –
ECM
450
Everence Capital Management
Indiana
$242K -$703 -10 -0.3%
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