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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 %
AAP
501
Arax Advisory Partners
Colorado
$133K +$130K +1,736 +3,858%
SAM
502
S.A. Mason
Michigan
$130K -$50.5K -674 -28%
LS
503
Livforsakringsbolaget Skandia
Sweden
$128K – – –
SFG
504
Stonebridge Financial Group
Pennsylvania
$121K +$121K +1,614 New
PA
505
Parallel Advisors
California
$120K +$84.4K +1,126 +238%
CSPIA
506
Cary Street Partners Investment Advisory
Virginia
$120K -$160K -2,135 -57%
DZ Bank
507
DZ Bank
Germany
$118K -$79.2K -1,057 -40%
BG
508
Bollard Group
Massachusetts
$115K – – –
AF
509
Allworth Financial
California
$113K +$29.7K +413 +36%
OPTFSNA
510
Old Point Trust & Financial Services N A
Virginia
$112K – – –
LI
511
LRI Investments
Florida
$109K – – –
PWA
512
Provenance Wealth Advisors
Florida
$107K – – –
EWM
513
Evermay Wealth Management
Virginia
$106K -$13.5K -180 -11%
PTC
514
Private Trust Company
Ohio
$103K +$6.67K +89 +7%
BGAI
515
Bruce G. Allen Investments
Colorado
$100K -$10.6K -141 -10%
LC
516
Lindbrook Capital
California
$89.6K +$75.5K +1,008 +536%
PAG
517
Paladin Advisory Group
Iowa
$80.3K – – –
BTI
518
Blue Trust Inc
Georgia
$76.7K +$4.27K +57 +6%
WTC
519
WhitTier Trust Company
Nevada
$74.9K -$225 -3 -0.3%
AF
520
Advisornet Financial
Minnesota
$74K -$8.99K -120 -11%
BGA
521
Battery Global Advisors
Massachusetts
$71.7K – – –
WCM
522
Winthrop Capital Management
Indiana
$71K +$71K +952 New
DMBA
523
Deseret Mutual Benefit Administrators
Utah
$68K +$11.8K +157 +21%
ST
524
Smithfield Trust
Pennsylvania
$63K -$2.68K -36 -4%
PK
525
Pflug Koory
Nebraska
$60.9K – – –
19 20
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