DLTR icon

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 %
SW
751
SVB Wealth
Massachusetts
– -$267K -2,498 Closed
FSA
752
Financial Security Advisor
Virginia
– -$265K -2,480 Closed
MFS
753
Mirabella Financial Services
United Kingdom
– -$262K -2,452 Closed
WA
754
Waverly Advisors
Alabama
– -$260K -2,439 Closed
CL
755
Choreo LLC
Illinois
– -$256K -2,389 Closed
NP
756
NorthRock Partners
Minnesota
– -$251K -2,352 Closed
BFG
757
Bleakley Financial Group
New Jersey
– -$243K -2,275 Closed
SW
758
Simplicity Wealth
New Jersey
– -$243K -2,275 Closed
JIC
759
Johnson Investment Counsel
Ohio
– -$243K -2,274 Closed
1SB
760
1ST Source Bank
Indiana
– -$243K -2,272 Closed
SFI
761
Siemens Fonds Invest
Germany
– -$241K -2,256 Closed
LSAG
762
Lake Street Advisors Group
New Hampshire
– -$239K -2,239 Closed
AFAS
763
Acorn Financial Advisory Services
Virginia
– -$238K -2,232 Closed
NAS
764
Nicolet Advisory Services
Wisconsin
– -$227K -2,213 Closed
CCM
765
Coldstream Capital Management
Washington
– -$230K -2,157 Closed
CI
766
Cigna Investments
Connecticut
– -$230K -2,156 Closed
WW
767
Westshore Wealth
California
– -$230K -2,151 Closed
EFM
768
E Fund Management
China
– -$229K -2,147 Closed
ATC
769
Argent Trust Co
Tennessee
– -$229K -2,144 Closed
TIAA Trust, National Association
770
TIAA Trust, National Association
North Carolina
– -$227K -2,130 Closed
BOH
771
Bank of Hawaii
Hawaii
– -$226K -2,119 Closed
GF
772
Gabelli Funds
New York
– -$224K -2,100 Closed
WMG
773
WESCAP Management Group
California
– -$224K -2,096 Closed
FTWA
774
Fifth Third Wealth Advisors
Ohio
– -$224K -2,094 Closed
EARNEST Partners
775
EARNEST Partners
Georgia
– -$218K -2,044 Closed
29 30
31
32 33