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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 %
VWA
676
Valued Wealth Advisors
Utah
$900 +$450 +6 +100%
FGA
677
Fortis Group Advisors
New Jersey
$899 – – –
CIAM
678
Caitong International Asset Management
Hong Kong
$899 +$899 +12 New
NL
679
NVWM LLC
Pennsylvania
$899 +$899 +12 New
WWM
680
Wolff Wiese Magana
California
$750 +$750 +10 New
NSIM
681
North Star Investment Management
Illinois
$749 – – –
WA
682
Whipplewood Advisors
Colorado
$675 +$675 +9 New
EBA
683
Eagle Bay Advisors
New York
$674 -$300 -4 -31%
DF
684
Dunhill Financial
United Kingdom
$643 -$2.43K -34 -79%
RFS
685
Richardson Financial Services
Massachusetts
$450 -$450 -6 -50%
T
686
Transce3nd
Texas
$450 +$450 +6 New
DPW
687
DiNuzzo Private Wealth
Pennsylvania
$375 -$600 -8 -62%
WPA
688
West Paces Advisors
Georgia
$375 +$375 +5 New
WW
689
Winnow Wealth
Texas
$302 +$302 +5 New
SJIM
690
St. Johns Investment Management
Florida
$300 – – –
CA
691
Continuum Advisory
Idaho
$300 – – –
NC
692
NewSquare Capital
Pennsylvania
$300 +$300 +4 New
JWA
693
JFS Wealth Advisors
Pennsylvania
$225 +$150 +2 +200%
SC
694
Swan Capital
Florida
$225 +$225 +3 New
NS
695
NBC Securities
Alabama
$172 -$231K -2,686 -100%
TIM
696
Tortoise Investment Management
New York
$150 – – –
WA
697
WestEnd Advisors
North Carolina
$150 – – –
PWA
698
Principia Wealth Advisory
Texas
$150 +$150 +2 New
LFA
699
Legend Financial Advisors
Pennsylvania
$150 +$150 +2 New
KBFS
700
Kohmann Bosshard Financial Services
Ohio
$150 +$150 +2 New
26 27
28
29 30