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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
1
1832 Asset Management
Ontario, Canada
$155M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$660M
3
Citadel Advisors
3
Citadel Advisors
Florida
$158M
4
Capital International Investors
4
Capital International Investors
California
$473M
5
CM
5
Corvex Management
New York
$79.5M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$0
2
Capital World Investors
2
Capital World Investors
California
$111M
3
Nomura Holdings
3
Nomura Holdings
Japan
$284M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.14M
5
UBS AM
5
UBS AM
Illinois
$88.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
776
Bragg Financial Advisors
North Carolina
– -$216K -2,020 Closed
FSA
777
Franklin Street Advisors
North Carolina
– -$214K -2,003 Closed
WMA
778
Wealth Management Associates
New Jersey
– -$214K -2,000 Closed
IFWM
779
Institute for Wealth Management
Colorado
– -$212K -1,987 Closed
AOWM
780
Alpha Omega Wealth Management
Virginia
– -$205K -1,918 Closed
FRA
781
Frank Rimerman Advisors
California
– -$202K -1,896 Closed
MYIA
782
Mount Yale Investment Advisors
Colorado
– -$202K -1,895 Closed
AA
783
Axiom Advisory
California
– -$208K -1,764 Closed
GWP
784
Gen-Wealth Partners
Michigan
– -$186K -1,742 Closed
PIM
785
Plato Investment Management
Australia
– -$169K -1,586 Closed
EC
786
EntryPoint Capital
New York
– -$129K -1,210 Closed
VCM
787
Versant Capital Management
Arizona
– -$87K -815 Closed
SOW
788
State of Wyoming
Wyoming
– -$51.6K -483 Closed
CH
789
Cromwell Holdings
Wyoming
– -$51K -478 Closed
VC
790
Vestor Capital
Illinois
– -$43K -406 Closed
TCM
791
TruNorth Capital Management
Michigan
– -$23.5K -220 Closed
RFA
792
Register Financial Advisors
Georgia
– -$22.1K -207 Closed
ATC
793
Adirondack Trust Company
New York
– -$21.4K -200 Closed
QL
794
Quarry LP
New York
– -$20.8K -195 Closed
RTC
795
Riverview Trust Company
Washington
– -$13.6K -127 Closed
GI
796
Gradient Investments
Minnesota
– -$12.6K -118 Closed
SN
797
Sittner & Nelson
Oregon
– -$12.5K -117 Closed
MSFP
798
Mark Sheptoff Financial Planning
Connecticut
– -$10.7K -100 Closed
UCB
799
United Community Bank
South Carolina
– -$10.1K -95 Closed
SWS
800
SYSTM Wealth Solutions
Illinois
– -$9.93K -93 Closed
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