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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 %
WI
426
Wahed Invest
New York
$475K +$54K +506 +13%
PWM
427
Perigon Wealth Management
California
$463K +$95.3K +893 +26%
PWP
428
Private Wealth Partners
California
$454K +$208K +1,950 +85%
CT
429
Clearstead Trust
Maine
$449K -$238K -2,230 -35%
WB
430
WesBanco Bank
West Virginia
$445K -$7.47K -70 -2%
WCM
431
Weik Capital Management
Pennsylvania
$441K -$24K -225 -5%
GAM
432
Groupama Asset Management
France
$441K +$441K +4,128 New
MCM
433
Mattern Capital Management
Colorado
$436K +$137K +1,282 +46%
KIA
434
Knollwood Investment Advisory
Maryland
$435K +$435K +4,070 New
BCV
435
Banque Cantonale Vaudoise
Switzerland
$431K -$555K -5,201 -56%
DADC
436
D.A. Davidson & Co
Montana
$431K -$65.7K -615 -13%
Teacher Retirement System of Texas
437
Teacher Retirement System of Texas
Texas
$430K -$132K -1,236 -23%
Wolverine Trading
438
Wolverine Trading
Illinois
$428K -$1.21M -11,301 -74%
LNWWM
439
Laird Norton Wetherby Wealth Management
California
$417K -$61.6K -577 -13%
PHK
440
Point72 Hong Kong
Hong Kong
$415K +$415K +3,889 New
CSPIA
441
Cary Street Partners Investment Advisory
Virginia
$412K +$2.67K +25 +0.7%
SI
442
Symmetry Investments
Jersey
$406K +$406K +3,800 New
KPWS
443
Kestra Private Wealth Services
Texas
$405K +$115K +1,076 +40%
MCM
444
MAI Capital Management
Ohio
$403K -$49.2K -461 -11%
RP
445
Riverwater Partners
Wisconsin
$401K +$95.6K +895 +31%
IBOK
446
Independence Bank of Kentucky
Kentucky
$397K +$319K +2,985 +407%
VI
447
Vestcor Inc
New Brunswick, Canada
$385K – – –
CCA
448
Checchi Capital Advisers
California
$384K -$18.6K -174 -5%
Carson Wealth (CWM LLC)
449
Carson Wealth (CWM LLC)
Nebraska
$377K -$41.6K -390 -10%
AAS
450
Avantax Advisory Services
Texas
$374K +$374K +3,505 New
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