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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 %
HFS
576
Hantz Financial Services
Michigan
$11K – – –
FMII
577
Farmers & Merchants Investments Inc
Nebraska
$10.2K – – –
GJIA
578
Glass Jacobson Investment Advisors
Maryland
$9.71K -$4.22K -60 -30%
MSG
579
Main Street Group
Virginia
$9.7K -$3.16K -45 -25%
AWM
580
Abound Wealth Management
Tennessee
$9.63K -$422 -6 -4%
AWM
581
Atticus Wealth Management
Florida
$9.56K -$27.1K -386 -74%
MA
582
MCF Advisors
Kentucky
$9.56K – – –
CA
583
CoreCap Advisors
Michigan
$9.35K +$9.35K +133 New
SIC
584
SJS Investment Consulting
Ohio
$9.28K -$1.27K -18 -12%
CTC
585
Central Trust Company
Missouri
$9.21K -$25.2K -358 -73%
AA
586
AlphaMark Advisors
Kentucky
$9K – – –
IAIM
587
International Assets Investment Management
Florida
$8.49K +$8.49K +42,551 New
RA
588
Rise Advisors
New York
$8.16K – – –
BWL
589
Bogart Wealth LLC
Virginia
$8.16K – – –
PWMG
590
Prestige Wealth Management Group
New Jersey
$8.02K +$563 +8 +8%
OA
591
Operose Advisors
Wisconsin
$7.74K – – –
CSB
592
City State Bank
Iowa
$7.03K -$14.1K -200 -67%
TPCW
593
TD Private Client Wealth
New York
$7.03K -$6.68K -95 -49%
CSWM
594
Cassady Schiller Wealth Management
Ohio
$7.03K – – –
FRA
595
Front Row Advisors
California
$7.03K – – –
BFS
596
Burkett Financial Services
South Carolina
$7.03K +$3.52K +50 +100%
JFA
597
JNBA Financial Advisors
Minnesota
$7.03K +$7.03K +100 New
C
598
Covestor
United Kingdom
$7K – – –
GKIM
599
GW&K Investment Management
Massachusetts
$7K +$544 +8 +8%
S
600
Sachetta
Massachusetts
$6.75K -$2.04K -29 -23%
22 23
24
25 26