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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
+$154M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$147M
3
Citadel Advisors
Citadel Advisors
Florida
+$139M
4
Capital International Investors
Capital International Investors
California
+$118M
5
CM
Corvex Management
New York
+$79.5M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$727M
2
Capital World Investors
Capital World Investors
California
-$539M
3
Nomura Holdings
Nomura Holdings
Japan
-$474M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$67.6M
5
UBS AM
UBS AM
Illinois
-$52.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NS
476
NBC Securities
Alabama
$189K +$85.4K +1,214 +82%
DZ Bank
477
DZ Bank
Germany
$185K – – –
SAM
478
S.A. Mason
Michigan
$169K -$27.1K -385 -14%
Carson Wealth (CWM LLC)
479
Carson Wealth (CWM LLC)
Nebraska
$166K -$82.5K -1,173 -33%
SC
480
SouthState Corp
Florida
$164K -$9.56K -136 -5%
AAM
481
Advisors Asset Management
Colorado
$164K -$2.53K -36 -2%
GI
482
GAMMA Investing
California
$163K -$46.1K -655 -22%
FFA
483
Farther Finance Advisors
California
$160K +$126K +1,797 +374%
PHK
484
Point72 Hong Kong
Hong Kong
$150K -$123K -1,751 -45%
AIM
485
Anchor Investment Management
South Carolina
$150K -$20K -284 -12%
A
486
AlphaQuest
New York
$141K +$31.1K +442 +28%
AS
487
AM Squared
Hong Kong
$127K +$14.1K +200 +13%
LS
488
Livforsakringsbolaget Skandia
Sweden
$120K +$98.4K +1,400 +449%
SPIA
489
Steward Partners Investment Advisory
New York
$114K -$70.1K -997 -38%
Jones Financial Companies
490
Jones Financial Companies
Missouri
$113K +$73.9K +1,012 +191%
EWM
491
Evermay Wealth Management
Virginia
$113K -$6.33K -90 -5%
BG
492
Bollard Group
Massachusetts
$108K – – –
OPTFSNA
493
Old Point Trust & Financial Services N A
Virginia
$105K – – –
BGAI
494
Bruce G. Allen Investments
Colorado
$104K +$46.4K +660 +80%
BTI
495
Blue Trust Inc
Georgia
$103K +$57.2K +536 +124%
GRP
496
Global Retirement Partners
California
$102K -$1.13K -16 -1%
PWA
497
Provenance Wealth Advisors
Florida
$100K +$100K +1,424 New
LI
498
LRI Investments
Florida
$95.5K +$6.3K +96 +7%
PTC
499
Private Trust Company
Ohio
$89.9K +$3.09K +44 +4%
QCG
500
Quadrant Capital Group
Ohio
$88.3K -$48K -682 -35%
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