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Dollar Tree

714 hedge funds and large institutions have $16.1B invested in Dollar Tree in 2024 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 210 increasing their positions, 279 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 110

18% more call options, than puts

Call options by funds: $1.56B | Put options by funds: $1.33B

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

10% more capital invested

Capital invested by funds: $14.6B → $16.1B (+$1.48B)

4% more funds holding

Funds holding: 687714 (+27)

3.46% more ownership

Funds ownership: 96.65%100.11% (+3.5%)

25% less repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 279

Holders
714
Holders Change
+27
Holders Change %
+3.93%
% of All Funds
9.39%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
147
Increased
210
Reduced
279
Closed
110
Calls
$1.56B
Puts
$1.33B
Net Calls
+$233M
Net Calls Change
+$567M

DLTR Hedge Fund Activity: Q4 2024 in Review

714 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Dollar Tree (DLTR) for Q4 2024, worth a combined $16.1B — up 10% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new DLTR positions and 110 closed out — a net gain of 37 holders — while 210 added to existing stakes and 279 trimmed.

The largest buyer was Marshall Wace, adding an estimated $266M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $155M sold.

  • 714 institutional investors held Dollar Tree (DLTR) as of Q4 2024, up from 687 in Q3 2024.
  • Funds reported $16.1B of Dollar Tree stock for Q4 2024, up 10% quarter-over-quarter.
  • 147 funds opened new Dollar Tree positions in Q4 2024 and 110 closed out, a net change of +37 holders.
  • The largest Dollar Tree buyer in Q4 2024 was Marshall Wace, an estimated $266M added.
  • The largest Dollar Tree seller in Q4 2024 was 1832 Asset Management, an estimated $155M sold.

Based on aggregated 13F filings for Q4 2024.