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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 %
PWM
751
Perigon Wealth Management
California
– -$367K -5,212 Closed
CRC
752
Curi RMB Capital
Illinois
– -$354K -5,041 Closed
CIA
753
Cascade Investment Advisors
Oregon
– -$308K -4,375 Closed
HOWA
754
Heritage Oak Wealth Advisors
Florida
– -$302K -4,298 Closed
FRM
755
Fox Run Management
Connecticut
– -$302K -4,295 Closed
SFS
756
Strategic Financial Services
New York
– -$291K -4,140 Closed
SCTC
757
Sanibel Captiva Trust Company
Florida
– -$282K -4,014 Closed
CCIA
758
Campbell & Co Investment Adviser
Maryland
– -$264K -3,749 Closed
WG
759
Winton Group
United Kingdom
– -$256K -3,646 Closed
FT
760
Fiduciary Trust
Massachusetts
– -$245K -3,482 Closed
PWW
761
Pettyjohn Wood & White
Virginia
– -$242K -3,445 Closed
ECM
762
Everence Capital Management
Indiana
– -$242K -3,440 Closed
WCA
763
Waratah Capital Advisors
Ontario, Canada
– -$236K -3,354 Closed
WA
764
Wealth Alliance
New York
– -$228K -3,247 Closed
IAS
765
Insigneo Advisory Services
Florida
– -$228K -3,240 Closed
FTDI
766
First Trust Direct Indexing
Massachusetts
– -$226K -3,220 Closed
SM
767
STF Management
Texas
– -$220K -3,130 Closed
FIM
768
Fernwood Investment Management
Massachusetts
– -$207K -2,940 Closed
WB
769
WesBanco Bank
West Virginia
– -$203K -2,888 Closed
PCM
770
Parsons Capital Management
Rhode Island
– -$201K -2,860 Closed
IPAM
771
ICICI Prudential Asset Management
India
– -$197K -2,805 Closed
CUAMC
772
China Universal Asset Management Company
China
– -$192K -2,726 Closed
PHK
773
Point72 Hong Kong
Hong Kong
– -$150K -2,138 Closed
M
774
MOTCO
Texas
– -$86.1K -1,225 Closed
SIM
775
Sentry Investment Management
Wisconsin
– -$67K -955 Closed
29 30
31
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