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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
+$452M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$412M
3
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$267M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$210M
5
Primecap Management
Primecap Management
California
+$102M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$591M
2
Capital International Investors
Capital International Investors
California
-$512M
3
Citadel Advisors
Citadel Advisors
Florida
-$335M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$232M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
476
OneDigital Investment Advisors
Kansas
$304K +$304K +2,850 New
VSQM
477
V-Square Quantitative Management
Illinois
$300K +$34.1K +319 +13%
SAM
478
S.A. Mason
Michigan
$298K -$139K -1,300 -32%
SDIC
479
South Dakota Investment Council
South Dakota
$293K +$69.3K +649 +31%
SWA
480
Stratos Wealth Advisors
Ohio
$293K +$293K +2,740 New
DIA
481
Dana Investment Advisors
Wisconsin
$291K – – –
Pzena Investment Management
482
Pzena Investment Management
New York
$291K +$83.1K +778 +40%
NA
483
NewEdge Advisors
Louisiana
$291K +$232K +2,177 +399%
BWM
484
Baron Wealth Management
Michigan
$283K +$18.7K +175 +7%
PP
485
Paloma Partners
Connecticut
$281K -$552K -5,168 -66%
DZ Bank
486
DZ Bank
Germany
$280K +$113K +1,057 +67%
SPIA
487
Steward Partners Investment Advisory
New York
$279K +$8.76K +82 +3%
IA
488
IFP Advisors
Florida
$278K +$32.7K +306 +13%
VWM
489
Venturi Wealth Management
Texas
$277K +$263K +2,462 +1,865%
LCWP
490
Legacy Capital Wealth Partners
Arkansas
$273K +$273K +2,554 New
SW
491
SVB Wealth
Massachusetts
$267K +$18.6K +174 +7%
FSA
492
Financial Security Advisor
Virginia
$265K – – –
II
493
Inspire Investing
Idaho
$264K -$89.6K -839 -25%
SC
494
SouthState Corp
Florida
$264K -$29.7K -278 -10%
MFS
495
Mirabella Financial Services
United Kingdom
$262K +$262K +2,452 New
WA
496
Waverly Advisors
Alabama
$260K +$260K +2,439 New
AIM
497
Anchor Investment Management
South Carolina
$258K -$117K -1,095 -31%
CL
498
Choreo LLC
Illinois
$256K +$256K +2,389 New
IPAM
499
ICICI Prudential Asset Management
India
$256K +$24.2K +227 +10%
AAM
500
Advisors Asset Management
Colorado
$253K -$36.3K -340 -13%
18 19
20
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