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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 %
Northwestern Mutual Wealth Management
501
Northwestern Mutual Wealth Management
Wisconsin
$86.6K -$122K -1,729 -58%
M
502
MOTCO
Texas
$86.1K – – –
AF
503
Allworth Financial
California
$80.9K +$3.52K +50 +5%
BAM
504
Byrne Asset Management
New Jersey
$79.8K +$9K +128 +13%
AF
505
Advisornet Financial
Minnesota
$77.8K +$281 +4 +0.4%
PAG
506
Paladin Advisory Group
Iowa
$75.3K – – –
WTC
507
WhitTier Trust Company
Nevada
$70.5K +$211 +3 +0.3%
BGA
508
Battery Global Advisors
Massachusetts
$67.3K +$67.3K +957 New
SIM
509
Sentry Investment Management
Wisconsin
$67K +$3.3K +47 +5%
KFI
510
Key Financial Inc
Pennsylvania
$66.3K – – –
IA
511
IFP Advisors
Florida
$62.9K -$120K -1,707 -66%
ST
512
Smithfield Trust
Pennsylvania
$62K – – –
Lazard Asset Management
513
Lazard Asset Management
New York
$60K -$557 -8 -0.9%
PK
514
Pflug Koory
Nebraska
$57.2K +$57.2K +813 New
GEA
515
Glen Eagle Advisors
New Jersey
$56.1K -$25.6K -364 -31%
DMBA
516
Deseret Mutual Benefit Administrators
Utah
$52.7K – – –
GWM
517
Geneos Wealth Management
Colorado
$50.8K +$16.2K +230 +47%
EWA
518
EverSource Wealth Advisors
Alabama
$50.6K +$4.36K +62 +9%
MHR
519
Matthew Hamilton Rosenberg
$50.2K +$1.2K +17 +2%
CI Investments Inc
520
CI Investments Inc
Ontario, Canada
$50K +$6.5K +93 +15%
AAF
521
Andra AP-fonden
Sweden
$49.2K – – –
ACM
522
Aster Capital Management
United Arab Emirates
$48.2K +$48.2K +686 New
BIG
523
Brooklyn Investment Group
New York
$47.6K +$47.6K +677 New
CT
524
Colonial Trust
South Carolina
$44.2K +$4.43K +63 +11%
SS
525
Sunbelt Securities
Texas
$44.2K +$39K +554 +739%
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