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

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$258M
3
Bank of America
Bank of America
North Carolina
$88.5M
4
BlackRock
BlackRock
New York
$1.17B
5
Capital World Investors
Capital World Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IBOK
426
Independence Bank of Kentucky
Kentucky
$342K -$49.8K -665 -13%
GT
427
Glenview Trust
Kentucky
$342K -$1.55M -20,647 -82%
FFM
428
Forum Financial Management
Illinois
$340K +$340K +4,534 New
ACM
429
Alta Capital Management
Utah
$336K – – –
MML Investors Services
430
MML Investors Services
Massachusetts
$335K -$655K -8,745 -66%
S
431
SignatureFD
Georgia
$330K +$79K +1,054 +32%
BBVA
432
Banco Bilbao Vizcaya Argentaria
Spain
$319K -$144K -1,923 -31%
SCP
433
Sender Company & Partners
New York
$319K +$319K +4,255 New
VFA
434
Valeo Financial Advisors
Indiana
$318K -$83.5K -1,114 -21%
SOW
435
State of Wyoming
Wyoming
$316K +$316K +4,221 New
NWWA
436
New Wave Wealth Advisors
Arkansas
$313K -$8.84K -118 -3%
CI Investments Inc
437
CI Investments Inc
Ontario, Canada
$309K +$255K +3,410 +477%
EHWM
438
Eads & Heald Wealth Management
Georgia
$308K -$268K -3,580 -47%
KIA
439
Knollwood Investment Advisory
Maryland
$305K – – –
CIS
440
Capital International Sarl
California
$304K -$121K -1,618 -29%
KA
441
Kercheville Advisors
Texas
$300K +$300K +4,000 New
MOS
442
MGO One Seven
Ohio
$299K +$299K +3,993 New
VA
443
Vident Advisory
Georgia
$298K +$30.1K +402 +11%
FMWA
444
Forvis Mazars Wealth Advisors
Missouri
$291K +$375 +5 +0.1%
CT
445
Clearstead Trust
Maine
$287K – – –
CICI
446
Capital Investment Counsel Inc
North Carolina
$285K +$285K +3,800 New
CCM
447
Coldstream Capital Management
Washington
$284K +$284K +3,790 New
EF
448
Empowered Funds
Pennsylvania
$281K +$21.8K +291 +8%
RP
449
Riverwater Partners
Wisconsin
$276K +$225 +3 +0.1%
BC
450
Bayforest Capital
United Kingdom
$273K +$273K +3,648 New
16 17
18
19 20