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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 %
HWA
526
HHM Wealth Advisors
Tennessee
$60.9K +$60.9K +812 New
GM
527
GeoWealth Management
Illinois
$60.8K +$60.8K +811 New
Northwestern Mutual Wealth Management
528
Northwestern Mutual Wealth Management
Wisconsin
$56.5K -$35.7K -477 -39%
RS
529
R Squared
Hong Kong
$54K +$54K +720 New
IA
530
IFP Advisors
Florida
$53.3K -$13.8K -184 -21%
SS
531
Sunbelt Securities
Texas
$52.4K +$5.38K +72 +11%
CH
532
Cromwell Holdings
Wyoming
$49.8K +$49.8K +665 New
GWM
533
Geneos Wealth Management
Colorado
$47K -$7.12K -95 -13%
HFS
534
Hopwood Financial Services
Virginia
$45K +$45K +600 New
GRP
535
Global Retirement Partners
California
$44.4K -$64.1K -856 -59%
UB
536
UMB Bank
Missouri
$43.8K -$2.1K -28 -5%
MMCM
537
Murphy & Mullick Capital Management
New York
$42.8K +$42.8K +571 New
DIP
538
DT Investment Partners
Pennsylvania
$40.5K -$2.17K -29 -5%
PCM
539
Penserra Capital Management
California
$38K +$36.9K +498 +3,320%
GFPC
540
Global Financial Private Client
Florida
$37.8K +$375 +5 +1%
CT
541
Colonial Trust
South Carolina
$37.8K -$9.37K -125 -20%
GEA
542
Glen Eagle Advisors
New Jersey
$36.3K -$23.5K -313 -39%
EB
543
Eastern Bank
Massachusetts
$36.3K – – –
CFGS
544
Concourse Financial Group Securities
Alabama
$36.2K +$5.69K +79 +19%
CFO
545
CVA Family Office
Colorado
$35.9K +$35K +467 +3,892%
MPWT
546
MassMutual Private Wealth & Trust
Connecticut
$33K +$15.7K +210 +91%
HC
547
Hurley Capital
New York
$32.6K +$32.6K +440 New
PFBT
548
Parkside Financial Bank & Trust
Missouri
$31.8K +$17.4K +232 +121%
HI
549
Harbour Investments
Wisconsin
$31K +$824 +11 +3%
NA
550
NewEdge Advisors
Louisiana
$30.9K -$11.2K -150 -27%
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