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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 %
HWM
801
HighMark Wealth Management
Minnesota
– -$7.58K -71 Closed
WIA
802
Wetzel Investment Advisors
Indiana
– -$8.39K -63 Closed
RWMG
803
Redwood Wealth Management Group
New Jersey
– -$5.34K -50 Closed
TFF
804
The Family Firm
Maryland
– -$4.81K -45 Closed
LWANC
805
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$3.95K -37 Closed
BWP
806
Baldwin Wealth Partners
Massachusetts
– -$3.74K -35 Closed
OWA
807
Opal Wealth Advisors
New York
– -$3.52K -33 Closed
FFO
808
Fortitude Family Office
Arizona
– -$3.52K -33 Closed
SSG
809
Summit Securities Group
New York
– -$3K -29 Closed
CAL
810
Capital Advisors Ltd
Ohio
– -$3K -28 Closed
VNA
811
Valley National Advisers
Pennsylvania
– -$2K -25 Closed
VAG
812
VisionPoint Advisory Group
Texas
– -$2.24K -21 Closed
KFS
813
Kelly Financial Services
Massachusetts
– -$1.92K -18 Closed
TWP
814
Triad Wealth Partners
Kansas
– -$1.71K -16 Closed
PPC
815
Park Place Capital
Alabama
– -$1.5K -14 Closed
FMP
816
Financial Management Professionals
Texas
– -$1K -13 Closed
OP
817
ORG Partners
Indiana
– -$1.29K -12 Closed
AP
818
Aspect Partners
Virginia
– -$1.28K -12 Closed
ATPW
819
Ashton Thomas Private Wealth
Arizona
– -$1.17K -11 Closed
WWP
820
WR Wealth Planners
Missouri
– -$747 -7 Closed
RFG
821
RFP Financial Group
Georgia
– -$641 -6 Closed
TCG
822
Transcendent Capital Group
Oklahoma
– -$534 -5 Closed
LFA
823
Legend Financial Advisors
Pennsylvania
– -$214 -2 Closed
RWM
824
Ruedi Wealth Management
Illinois
– -$214 -2 Closed
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