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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 %
UB
526
UMB Bank
Missouri
$43K +$5.42K +77 +14%
AA
527
Alta Advisers
United Kingdom
$42.2K – – –
Optiver Holding
528
Optiver Holding
Netherlands
$41.3K -$928K -13,196 -96%
ADL
529
Asset Dedication LLC
California
$40K – – –
DIP
530
DT Investment Partners
Pennsylvania
$40K +$2.04K +29 +5%
NA
531
NewEdge Advisors
Louisiana
$39.5K -$152K -2,160 -79%
FHA
532
First Horizon Advisors
Tennessee
$38.9K +$20K +284 +106%
HNB
533
Hilltop National Bank
Wyoming
$38.3K – – –
GFPC
534
Global Financial Private Client
Florida
$35.2K – – –
SL
535
Salomon & Ludwin
Virginia
$34.7K – – –
EB
536
Eastern Bank
Massachusetts
$34K +$34K +484 New
PA
537
Parallel Advisors
California
$33.3K -$43.4K -617 -57%
WAG
538
Wiser Advisor Group
Arizona
$31.1K – – –
CFGS
539
Concourse Financial Group Securities
Alabama
$29.8K -$633 -9 -2%
HI
540
Harbour Investments
Wisconsin
$28.3K -$141 -2 -0.5%
CYG
541
Clean Yield Group
Vermont
$28.1K – – –
SAM
542
Smartleaf Asset Management
Massachusetts
$25.4K +$14.6K +200 +135%
TC
543
Tacita Capital
Ontario, Canada
$25.3K – – –
HWA
544
Heritage Wealth Advisors
Virginia
$24.6K – – –
TSMHT
545
Thurston Springer Miller Herd & Titak
Indiana
$24.3K – – –
GJWM
546
Gilliland Jeter Wealth Management
Arkansas
$24K – – –
CP
547
Castleview Partners
Texas
$22.5K -$21.3K -303 -49%
CA
548
Crewe Advisors
Utah
$22.2K -$41.5K -590 -65%
LCM
549
Logan Capital Management
Pennsylvania
$22.2K – – –
RS
550
Rakuten Securities
Japan
$21.8K +$20.8K +296 +2,114%
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