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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 %
AWM
651
Avior Wealth Management
Nebraska
$984 +$703 +10 +250%
DPW
652
DiNuzzo Private Wealth
Pennsylvania
$915 -$1.13K -16 -55%
EBA
653
Eagle Bay Advisors
New York
$914 – – –
ME
654
McIlrath & Eck
Washington
$914 +$914 +13 New
CFO
655
CVA Family Office
Colorado
$844 -$16.4K -233 -95%
FGA
656
Fortis Group Advisors
New Jersey
$844 – – –
HPC
657
HM Payson & Co
Maine
$844 – – –
SFCL
658
Strengthening Families & Communities LLC
Massachusetts
$844 – – –
EPW
659
Evergreen Private Wealth
Colorado
$703 -$29.5K -419 -98%
NSIM
660
North Star Investment Management
Illinois
$703 – – –
TWD
661
True Wealth Design
Ohio
$563 – – –
TCA
662
Trifecta Capital Advisors
Illinois
$563 – – –
MIM
663
Macroview Investment Management
Maryland
$563 +$563 +8 New
CA
664
Claris Advisors
Missouri
$492 +$492 +7 New
VWA
665
Valued Wealth Advisors
Utah
$422 -$422 -6 -50%
CHA
666
Carmichael Hill & Associates
Maryland
$352 – – –
SJIM
667
St. Johns Investment Management
Florida
$281 – – –
CA
668
Continuum Advisory
Idaho
$263 +$66 +1 +33%
CPG
669
Cornerstone Planning Group
New Jersey
$194 -$647 -10 -77%
TIM
670
Tortoise Investment Management
New York
$141 – – –
WA
671
WestEnd Advisors
North Carolina
$141 – – –
AA
672
Ancora Advisors
Ohio
$141 +$141 +2 New
JWA
673
JFS Wealth Advisors
Pennsylvania
$71 -$8.45K -119 -99%
MFG
674
Mendota Financial Group
Wisconsin
$71 +$71 +1 New
DWM
675
Dogwood Wealth Management
Kansas
$2 -$3 – –
25 26
27
28 29