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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 %
Wealthfront Advisers
401
Wealthfront Advisers
California
$604K -$546K -5,114 -47%
VFA
402
Valeo Financial Advisors
Indiana
$603K +$12.4K +116 +2%
Squarepoint
403
Squarepoint
New York
$600K -$29.6M -277,003 -98%
QCM
404
QRG Capital Management
Illinois
$593K -$150K -1,406 -20%
CA
405
Callahan Advisors
Texas
$590K -$444K -4,160 -43%
T
406
TOBAM
France
$587K -$1.31M -12,291 -69%
AIM
407
Aigen Investment Management
New York
$578K +$578K +5,416 New
LA
408
Lifeworks Advisors
Michigan
$574K +$34.1K +319 +6%
NAM
409
NorthCrest Asset Manangement
Minnesota
$574K +$21.4K +200 +4%
DFCM
410
Dark Forest Capital Management
Puerto Rico
$567K +$567K +5,315 New
Balyasny Asset Management
411
Balyasny Asset Management
Illinois
$561K -$27.6M -258,302 -98%
CWM
412
Chemistry Wealth Management
New York
$556K +$54.9K +514 +11%
CIR
413
Clear Investment Research
Georgia
$555K – – –
FTDI
414
First Trust Direct Indexing
Massachusetts
$552K +$29.8K +279 +6%
BMSSC
415
B. Metzler seel. Sohn & Co
Germany
$536K +$21.2K +199 +4%
RJT
416
Raymond James Trust
Florida
$533K +$13.2K +124 +3%
RCA
417
Resonant Capital Advisors
Wisconsin
$527K +$37.8K +354 +8%
HW
418
Hedeker Wealth
Illinois
$513K -$3.1K -29 -0.6%
IMCOOI
419
Investment Management Corp of Ontario (IMCO)
Canada
$504K +$149K +1,400 +42%
ASN
420
Advisory Services Network
Georgia
$501K -$4.06K -38 -0.8%
HNB
421
Huntington National Bank
Ohio
$492K -$39.3K -368 -7%
SFA
422
Sequoia Financial Advisors
Ohio
$490K -$50K -468 -9%
FNBSF
423
First National Bank Sioux Falls
South Dakota
$488K – – –
IC
424
IEQ Capital
California
$487K -$127K -1,188 -21%
NRD
425
Nebula Research & Development
New York
$481K +$481K +4,504 New
15 16
17
18 19