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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 %
RCA
726
Resonant Capital Advisors
Wisconsin
– -$527K -4,932 Closed
HW
727
Hedeker Wealth
Illinois
– -$513K -4,801 Closed
SFA
728
Sequoia Financial Advisors
Ohio
– -$490K -4,586 Closed
IC
729
IEQ Capital
California
– -$487K -4,561 Closed
WCM
730
Weik Capital Management
Pennsylvania
– -$441K -4,135 Closed
BCV
731
Banque Cantonale Vaudoise
Switzerland
– -$431K -4,037 Closed
DADC
732
D.A. Davidson & Co
Montana
– -$431K -4,034 Closed
Teacher Retirement System of Texas
733
Teacher Retirement System of Texas
Texas
– -$430K -4,026 Closed
Wolverine Trading
734
Wolverine Trading
Illinois
– -$428K -4,005 Closed
LNWWM
735
Laird Norton Wetherby Wealth Management
California
– -$417K -3,902 Closed
SI
736
Symmetry Investments
Jersey
– -$406K -3,800 Closed
KPWS
737
Kestra Private Wealth Services
Texas
– -$405K -3,790 Closed
AAS
738
Avantax Advisory Services
Texas
– -$374K -3,505 Closed
GI
739
GAMCO Investors
Connecticut
– -$359K -3,362 Closed
MM
740
MQS Management
New York
– -$354K -3,318 Closed
GSIS
741
Global Strategic Investment Solutions
Arizona
– -$351K -3,288 Closed
UCFA
742
United Capital Financial Advisors
Texas
– -$349K -3,265 Closed
SP
743
Symmetry Partners
Connecticut
– -$328K -3,075 Closed
HWM
744
HB Wealth Management
Georgia
– -$312K -2,920 Closed
AFG
745
Atomi Financial Group
New York
– -$309K -2,893 Closed
SWA
746
Stratos Wealth Advisors
Ohio
– -$293K -2,740 Closed
DIA
747
Dana Investment Advisors
Wisconsin
– -$291K -2,728 Closed
Pzena Investment Management
748
Pzena Investment Management
New York
– -$291K -2,727 Closed
BWM
749
Baron Wealth Management
Michigan
– -$283K -2,654 Closed
PP
750
Paloma Partners
Connecticut
– -$281K -2,636 Closed
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