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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 %
GBT
601
Grove Bank & Trust
Florida
$6.4K – – –
GSEP
602
Golden State Equity Partners
California
$5.98K +$5.98K +85 New
TAM
603
Tucker Asset Management
Colorado
$5.91K – – –
SIC
604
Salem Investment Counselors
North Carolina
$5.77K – – –
CAS
605
Coppell Advisory Solutions
Texas
$5.48K – – –
TH
606
TCTC Holdings
Texas
$5.27K -$14.1K -201 -73%
PWMG
607
Private Wealth Management Group
New Jersey
$5.2K -$1.41K -20 -21%
TIM
608
Thompson Investment Management
Wisconsin
$5.2K – – –
BBHC
609
Brown Brothers Harriman & Co
New York
$4.57K +$2.39K +34 +110%
MG
610
Mather Group
Illinois
$4.35K -$15.4K -219 -78%
FNWA
611
Financial Network Wealth Advisors
Utah
$4.29K -$703 -10 -14%
QC
612
Quent Capital
New York
$4.22K -$2.67K -38 -39%
APC
613
Aspire Private Capital
North Carolina
$4.15K – – –
HBW
614
Hazlett, Burt & Watson
West Virginia
$4K – – –
RBC
615
Roble Belko & Company
Pennsylvania
$4K – – –
FFA
616
Frazier Financial Advisors
Ohio
$3.8K – – –
WIM
617
Westside Investment Management
California
$3.52K – – –
MAM
618
Meeder Asset Management
Ohio
$3.52K +$633 +9 +22%
ATS
619
Ashton Thomas Securities
New York
$3.52K +$3.52K +50 New
AF
620
Aviso Financial
Ontario, Canada
$3.38K +$3.38K +48 New
AAP
621
Arax Advisory Partners
Colorado
$3.17K -$1.97K -28 -38%
FFWM
622
Future Financial Wealth Management
Ohio
$3.16K +$3.16K +45 New
BCWM
623
Bartlett & Co Wealth Management
Ohio
$3.09K – – –
DF
624
Dunhill Financial
United Kingdom
$3.04K +$1.63K +23 +115%
CWC
625
Carolinas Wealth Consulting
North Carolina
$3.02K – – –
23 24
25
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