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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 %
CA
601
CoreCap Advisors
Michigan
$9.97K – – –
SWM
602
Spire Wealth Management
Virginia
$9.74K -$5.62K -75 -37%
GAM
603
Generali Asset Management
Italy
$9.74K +$9.74K +130 New
NRG
604
Nemes Rush Group
Michigan
$9.37K – – –
EWA
605
EverSource Wealth Advisors
Alabama
$9.22K -$44.7K -596 -83%
CSWM
606
Cassady Schiller Wealth Management
Ohio
$9.07K +$1.57K +21 +21%
AA
607
AlphaMark Advisors
Kentucky
$9K – – –
HBW
608
Hazlett, Burt & Watson
West Virginia
$9K +$4.5K +60 +100%
BWL
609
Bogart Wealth LLC
Virginia
$8.69K – – –
RA
610
Rise Advisors
New York
$8.69K – – –
S
611
Sachetta
Massachusetts
$8.62K +$1.42K +19 +20%
PWMG
612
Prestige Wealth Management Group
New Jersey
$8.54K – – –
BCWM
613
Bartlett & Co Wealth Management
Ohio
$8.17K +$4.87K +65 +148%
AWM
614
Abound Wealth Management
Tennessee
$8.04K -$2.25K -30 -22%
BLC
615
Brown, Lisle/Cummings
Rhode Island
$7.49K -$15K -200 -67%
CSB
616
City State Bank
Iowa
$7.49K – – –
BFS
617
Burkett Financial Services
South Carolina
$7.49K – – –
FRA
618
Front Row Advisors
California
$7.49K – – –
CAS
619
Coppell Advisory Solutions
Texas
$7.4K +$1.79K +24 +32%
MSG
620
Main Street Group
Virginia
$7.35K -$3K -40 -29%
HWM
621
Hemington Wealth Management
Virginia
$7K +$2.98K +40 +74%
GBT
622
Grove Bank & Trust
Florida
$6.82K – – –
TAM
623
Tucker Asset Management
Colorado
$6.3K – – –
WWA
624
Wingate Wealth Advisors
Massachusetts
$6.15K +$6.15K +82 New
CA
625
Crewe Advisors
Utah
$5.85K -$17.8K -238 -75%
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