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Dollar Tree
DLTR

Overview Fund Activity

747 hedge funds and large institutions have $22.6B invested in Dollar Tree in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 242 increasing their positions, 298 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
747
Holders Change
-18
Holders Change %
-2.35%
% of All Funds
10.87%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
87
Increased
242
Reduced
298
Closed
94
Calls
$641M
Puts
$1.42B
Net Calls
-$779M
Net Calls Change
-$380M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
$727M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$479M
3
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$267M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$778M
5
Primecap Management
Primecap Management
California
$307M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$987M
2
Capital International Investors
Capital International Investors
California
$539M
3
Citadel Advisors
Citadel Advisors
Florida
$28.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$315M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$82.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
351
Sanctuary Advisors
Indiana
$888K +$888K +7,296 New
IWC
352
Integrated Wealth Concepts
Massachusetts
$860K -$22.5K -211 -3%
Wealth Enhancement Advisory Services
353
Wealth Enhancement Advisory Services
Minnesota
$854K -$6.19K -58 -0.7%
Aviva
354
Aviva
United Kingdom
$852K -$401K -3,756 -32%
Envestnet Portfolio Solutions
355
Envestnet Portfolio Solutions
Illinois
$852K +$274K +2,568 +47%
BSW
356
Buckingham Strategic Wealth
Missouri
$848K -$1.17K -11 -0.1%
AC
357
Avenir Corporation
Virginia
$848K – – –
LI
358
LMCG Investments
Massachusetts
$839K -$4.48K -42 -0.5%
Mercer Global Advisors
359
Mercer Global Advisors
Colorado
$835K -$123K -1,151 -13%
PTC
360
Petrus Trust Company
Texas
$835K +$661K +6,188 +379%
PAM
361
Panagora Asset Management
Massachusetts
$825K -$202K -1,894 -20%
AF
362
Arrow Financial
New York
$825K -$791K -7,404 -49%
HighTower Advisors
363
HighTower Advisors
Illinois
$822K -$231K -2,206 -22%
OSAM
364
O'Shaughnessy Asset Management
Connecticut
$820K +$83.3K +780 +11%
NHC
365
Nicholas Hoffman & Company
Georgia
$816K -$641 -6 -0.1%
SFS
366
Strategic Financial Services
New York
$815K +$36.8K +345 +5%
BAM
367
Belpointe Asset Management
Nevada
$815K +$815K +7,629 New
QC
368
Quadrature Capital
United Kingdom
$797K +$797K +7,464 New
EF
369
Empirical Finance
Pennsylvania
$769K -$63.2K -592 -8%
OAC
370
OMERS Administration Corp
Ontario, Canada
$769K +$769K +7,199 New
CIA
371
Cascade Investment Advisors
Oregon
$769K +$94.8K +888 +14%
BCM
372
Boltwood Capital Management
California
$768K -$20.3K -190 -3%
CAPTRUST Financial Advisors
373
CAPTRUST Financial Advisors
North Carolina
$764K -$147K -1,379 -16%
Fifth Third Bancorp
374
Fifth Third Bancorp
Ohio
$761K -$10K -94 -1%
PAG
375
Private Advisor Group
New Jersey
$742K +$3.95K +37 +0.5%
13 14
15
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