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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 %
PS
651
PayPay Securities
Japan
$2.55K +$2.55K +34 New
CFP
652
Comprehensive Financial Planning
Pennsylvania
$2.32K +$2.32K +31 New
NRWA
653
North Ridge Wealth Advisors
Oregon
$2.25K +$2.25K +30 New
AIC
654
Archer Investment Corporation
Indiana
$2.25K – – –
RTL
655
Red Tortoise LLC
Georgia
$2.25K +$2.25K +30 New
HI
656
Hoey Investments
Pennsylvania
$2.1K – – –
BFPW
657
BOK Financial Private Wealth
Colorado
$2.02K +$375 +5 +23%
MG
658
Mather Group
Illinois
$2.02K -$2.62K -35 -56%
TC
659
Truvestments Capital
Florida
$2.02K +$2.02K +27 New
WTFG
660
Wood Tarver Financial Group
Idaho
$2K +$2K +34 New
BIA
661
Bell Investment Advisors
California
$1.95K -$525 -7 -21%
RI
662
Ridgewood Investments
New Jersey
$1.95K – – –
PWA
663
Physician Wealth Advisors
Utah
$1.8K +$1.8K +24 New
FA
664
Fedenia Advisers
Wisconsin
$1.57K +$1.57K +21 New
AEPWM
665
Atlantic Edge Private Wealth Management
Florida
$1.5K – – –
CTC
666
Central Trust Company
Missouri
$1.35K -$8.47K -113 -86%
FWM
667
FSA Wealth Management
Massachusetts
$1.27K – – –
WA
668
WPG Advisers
Maryland
$1.2K +$1.2K +16 New
TCM
669
Tradewinds Capital Management
Washington
$1.13K +$1.13K +15 New
HCP
670
Hexagon Capital Partners
Arkansas
$1.05K -$300 -4 -22%
TFA
671
Transamerica Financial Advisors
Florida
$1K – – –
WOC
672
West Oak Capital
California
$1K – – –
FMTCOCP
673
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K – – –
CAL
674
Capital Advisors Ltd
Ohio
$1K +$1K +9 New
CAL
675
Capital Analysts LLC
Pennsylvania
$1K +$1K +12 New
25 26
27
28 29