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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 %
WCA
451
Waratah Capital Advisors
Ontario, Canada
$236K +$236K +3,354 New
S
452
SignatureFD
Georgia
$235K +$23.7K +337 +11%
BF
453
BOK Financial
Oklahoma
$234K +$6.22K +90 +3%
ABLA
454
Alan B. Lancz & Associates
Ohio
$229K +$14.1K +200 +7%
WA
455
Wealth Alliance
New York
$228K -$6.47K -92 -3%
IAS
456
Insigneo Advisory Services
Florida
$228K +$228K +3,240 New
FTDI
457
First Trust Direct Indexing
Massachusetts
$226K -$137K -1,952 -38%
CCA
458
Checchi Capital Advisers
California
$226K -$27K -384 -11%
OIA
459
OneDigital Investment Advisors
Kansas
$226K +$25.2K +358 +13%
MCM
460
MAI Capital Management
Ohio
$224K -$41.3K -587 -16%
SAM
461
Shell Asset Management
Netherlands
$223K +$223K +3,175 New
SM
462
STF Management
Texas
$220K -$19.8K -282 -8%
CAM
463
Claret Asset Management
Quebec, Canada
$220K +$18.5K +262 +9%
MWM
464
Modera Wealth Management
New Jersey
$218K +$633 +9 +0.3%
ETC
465
Exchange Traded Concepts
Oklahoma
$218K +$218K +3,098 New
MTIM
466
Marathon Trading Investment Management
Pennsylvania
$211K +$211K +3,000 New
FIM
467
Fernwood Investment Management
Massachusetts
$207K – – –
MYAM
468
Meiji Yasuda Asset Management
Japan
$205K -$30.9K -439 -13%
WB
469
WesBanco Bank
West Virginia
$203K -$90.2K -1,283 -31%
OC
470
Oarsman Capital
Wisconsin
$202K +$202K +2,877 New
PCM
471
Parsons Capital Management
Rhode Island
$201K – – –
IPAM
472
ICICI Prudential Asset Management
India
$197K +$28.8K +409 +17%
HI
473
Horizon Investments
North Carolina
$193K -$11.8K -168 -6%
CUAMC
474
China Universal Asset Management Company
China
$192K +$99.4K +1,414 +108%
PCM
475
PenderFund Capital Management
British Columbia, Canada
$190K +$190K +2,000 New
17 18
19
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