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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 %
VCM
551
Versant Capital Management
Arizona
$30.3K +$30.3K +404 New
CYG
552
Clean Yield Group
Vermont
$30K – – –
SL
553
Salomon & Ludwin
Virginia
$29.9K -$7.12K -95 -19%
TC
554
Tacita Capital
Ontario, Canada
$27K – – –
ANBT
555
American National Bank & Trust
Texas
$26.2K +$26.2K +350 New
AssetMark Inc
556
AssetMark Inc
California
$26.2K +$11.2K +149 +74%
Bessemer Group
557
Bessemer Group
New Jersey
$26K +$25.9K +346 +34,600%
TSMHT
558
Thurston Springer Miller Herd & Titak
Indiana
$25.9K – – –
ADL
559
Asset Dedication LLC
California
$25.6K -$17K -227 -40%
MHR
560
Matthew Hamilton Rosenberg
$24.3K -$29.2K -390 -55%
LCM
561
Logan Capital Management
Pennsylvania
$23.6K – – –
MAS
562
MPWM Advisory Solutions
Georgia
$22.9K +$22.9K +305 New
CFD
563
Creative Financial Designs
Indiana
$22.5K – – –
SC
564
Stephens Consulting
Michigan
$22.5K – – –
QC
565
Quent Capital
New York
$20.6K +$16.1K +215 +358%
SAM
566
Smartleaf Asset Management
Massachusetts
$20.5K -$5.53K -74 -21%
RTC
567
Riverview Trust Company
Washington
$19.5K +$19.5K +260 New
CBT
568
Crews Bank & Trust
Florida
$18.7K +$18.7K +250 New
PSFG
569
Park Square Financial Group
Georgia
$18.7K +$18.7K +250 New
GJIA
570
Glass Jacobson Investment Advisors
Maryland
$17.8K +$7.49K +100 +72%
AGWCA
571
Annis Gardner Whiting Capital Advisors
Florida
$17.8K – – –
WT
572
Washington Trust
Rhode Island
$17.6K – – –
PWMG
573
Private Wealth Management Group
New Jersey
$17.2K +$11.6K +155 +209%
WCM
574
WealthTrak Capital Management
Virginia
$16.9K +$16.9K +225 New
FHA
575
First Horizon Advisors
Tennessee
$16.8K -$24.7K -329 -59%
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