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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 %
HWM
626
Hemington Wealth Management
Virginia
$3K +$3K +54 New
HI
627
Hoey Investments
Pennsylvania
$2.99K – – –
GG
628
Gleason Group
Kentucky
$2.81K – – –
PCMC
629
Planning Capital Management Corporation
Pennsylvania
$2.81K +$2.81K +40 New
LFG
630
Larson Financial Group
Missouri
$2.74K +$562 +8 +26%
GIA
631
GHP Investment Advisors
Colorado
$2.67K -$149K -2,123 -98%
MCM
632
MV Capital Management
Maryland
$2.6K -$3.94K -56 -60%
BIA
633
Bell Investment Advisors
California
$2.32K -$2.46K -35 -51%
AIC
634
Archer Investment Corporation
Indiana
$2.11K – – –
ZB
635
Zions Bancorporation
Utah
$2.04K -$492 -7 -19%
RI
636
Ridgewood Investments
New Jersey
$1.83K – – –
UCI
637
Uncommon Cents Investing
Wisconsin
$1.76K +$1.76K +25 New
BCMLT
638
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.69K +$1.69K +24 New
JIP
639
Jaffetilchin Investment Partners
Florida
$1.62K +$1.62K +23 New
BFPW
640
BOK Financial Private Wealth
Colorado
$1.55K – – –
CCM
641
Chilton Capital Management
Texas
$1.48K +$1.48K +21 New
AEPWM
642
Atlantic Edge Private Wealth Management
Florida
$1.41K – – –
RCM
643
Raleigh Capital Management
North Carolina
$1.41K -$3.37K -48 -71%
HCP
644
Hexagon Capital Partners
Arkansas
$1.27K +$141 +2 +13%
FWM
645
FSA Wealth Management
Massachusetts
$1.2K +$1.2K +17 New
RFS
646
Richardson Financial Services
Massachusetts
$1.06K +$531 +6 +100%
VAMG
647
Voisard Asset Management Group
Michigan
$1.05K +$209 +3 +25%
TFA
648
Transamerica Financial Advisors
Florida
$1K -$155K -155 -99%
PCM
649
Penserra Capital Management
California
$1K -$200 -3 -17%
FMTCOCP
650
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K – – –
24 25
26
27 28