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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 %
PWW
451
Pettyjohn Wood & White
Virginia
$368K – – –
SM
452
STF Management
Texas
$364K -$19.8K -185 -5%
VA
453
Vident Advisory
Georgia
$363K -$23.1K -216 -6%
GI
454
GAMCO Investors
Connecticut
$359K -$5.23K -49 -1%
MYAM
455
Meiji Yasuda Asset Management
Japan
$358K +$46.9K +439 +15%
WA
456
Wealth Alliance
New York
$357K -$85.5K -801 -19%
MM
457
MQS Management
New York
$354K +$354K +3,318 New
BF
458
BOK Financial
Oklahoma
$352K -$3.74K -35 -1%
GSIS
459
Global Strategic Investment Solutions
Arizona
$351K – – –
UCFA
460
United Capital Financial Advisors
Texas
$349K -$106K -991 -23%
BAMF
461
BI Asset Management Fondsmaeglerselskab
Denmark
$347K -$65.3K -611 -16%
MWM
462
Modera Wealth Management
New Jersey
$331K -$4.91K -46 -1%
SP
463
Symmetry Partners
Connecticut
$328K -$70.8K -664 -18%
Lido Advisors
464
Lido Advisors
California
$328K -$23.1K -216 -7%
ABLA
465
Alan B. Lancz & Associates
Ohio
$326K +$326K +3,050 New
EF
466
Empowered Funds
Pennsylvania
$322K +$28.6K +268 +10%
S
467
SignatureFD
Georgia
$321K -$69K -646 -18%
GI
468
GAMMA Investing
California
$318K +$49.4K +463 +18%
Northwestern Mutual Wealth Management
469
Northwestern Mutual Wealth Management
Wisconsin
$316K +$159K +1,490 +101%
FIM
470
Fernwood Investment Management
Massachusetts
$314K – – –
HWM
471
HB Wealth Management
Georgia
$312K -$9.72K -91 -3%
HI
472
Horizon Investments
North Carolina
$311K +$3.84K +36 +1%
AFG
473
Atomi Financial Group
New York
$309K -$22.4K -210 -7%
PCM
474
Parsons Capital Management
Rhode Island
$305K -$35K -328 -10%
CAM
475
Claret Asset Management
Quebec, Canada
$305K +$91.5K +858 +43%
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