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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 %
MCM
626
MV Capital Management
Maryland
$5.77K +$3K +40 +108%
AWM
627
Avior Wealth Management
Nebraska
$5.7K +$4.65K +62 +443%
TH
628
TCTC Holdings
Texas
$5.62K – – –
TIM
629
Thompson Investment Management
Wisconsin
$5.55K – – –
CWC
630
Carolinas Wealth Consulting
North Carolina
$4.87K +$1.65K +22 +51%
SIC
631
SJS Investment Consulting
Ohio
$4.8K -$5.1K -68 -52%
TWD
632
True Wealth Design
Ohio
$4.72K +$4.12K +55 +688%
1IA
633
1620 Investment Advisors
Massachusetts
$4.57K +$4.57K +61 New
HNW
634
High Note Wealth
Minnesota
$4.35K +$4.35K +58 New
GSWM
635
Golden State Wealth Management
California
$4.2K +$4.2K +56 New
ZB
636
Zions Bancorporation
Utah
$4.12K +$1.95K +26 +90%
SO
637
Sierra Ocean
California
$4.12K +$4.12K +55 New
FFA
638
Frazier Financial Advisors
Ohio
$4.04K – – –
RBC
639
Roble Belko & Company
Pennsylvania
$4K – – –
RDIA
640
RE Dickinson Investment Advisors
Iowa
$4K +$4K +5 New
AW
641
Avion Wealth
Texas
$4K +$3.49K +48 +686%
PB
642
Pinnacle Bancorp
Nebraska
$3.97K -$10.4K -139 -72%
FNWA
643
Financial Network Wealth Advisors
Utah
$3.82K -$749 -10 -16%
WIM
644
Westside Investment Management
California
$3.75K – – –
NFSG
645
Newbridge Financial Services Group
Florida
$3.75K +$3.75K +50 New
LFG
646
Larson Financial Group
Missouri
$3.6K +$674 +9 +23%
GG
647
Gleason Group
Kentucky
$3K – – –
HIA
648
Harbor Investment Advisory
Maryland
$2.85K -$12.5K -167 -81%
SIM
649
Synergy Investment Management
Florida
$2.85K +$2.85K +38 New
MSWM
650
Mowery & Schoenfeld Wealth Management
Illinois
$2.55K +$2.55K +34 New
24 25
26
27 28