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Dollar Tree
DLTR

Overview Fund Activity

765 hedge funds and large institutions have $28.5B invested in Dollar Tree in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 267 increasing their positions, 274 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
765
Holders Change
–
Holders Change %
0%
% of All Funds
11.09%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.17%
New
85
Increased
267
Reduced
274
Closed
79
Calls
$717M
Puts
$1.12B
Net Calls
-$399M
Net Calls Change
-$456M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$342M
2
Citadel Advisors
Citadel Advisors
Florida
+$135M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$119M
4
Amundi
Amundi
France
+$110M
5
MMA
Mizuho Markets Americas
New York
+$99.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$703M
2
Capital World Investors
Capital World Investors
California
-$376M
3
Franklin Resources
Franklin Resources
California
-$334M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$185M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
GF
501
Gabelli Funds
New York
$300K -$6.66K -50 -2%
WMG
502
WESCAP Management Group
California
$298K – – –
AFAS
503
Acorn Financial Advisory Services
Virginia
$298K -$32.1K -241 -10%
ACM
504
AKRE Capital Management
Virginia
$297K -$2.6M -19,542 -90%
LSAG
505
Lake Street Advisors Group
New Hampshire
$296K -$3.86K -29 -1%
KCM
506
KRS Capital Management
Michigan
$292K -$6.66K -50 -2%
NAS
507
Nicolet Advisory Services
Wisconsin
$291K -$91.3K -717 -24%
WW
508
Westshore Wealth
California
$289K -$2.4K -18 -0.8%
IPAM
509
ICICI Prudential Asset Management
India
$289K +$7.32K +55 +3%
CC
510
Corton Capital
Ontario, Canada
$288K +$288K +2,162 New
CI
511
Cigna Investments
Connecticut
$287K -$11.3K -85 -4%
ATC
512
Argent Trust Co
Tennessee
$285K +$285K +2,143 New
CIS
513
Capital International Sarl
California
$283K +$283K +2,123 New
EFM
514
E Fund Management
China
$280K -$7.06K -53 -2%
SDIC
515
South Dakota Investment Council
South Dakota
$279K – – –
DWA
516
Douglass Winthrop Advisors
New York
$277K +$277K +2,077 New
AF
517
Allworth Financial
California
$272K +$20.9K +157 +8%
KTA
518
Keeley-Teton Advisors
Illinois
$271K – – –
1W
519
1776 Wealth
Georgia
$270K – – –
AIM
520
Aspen Investment Management
Michigan
$269K -$17.2K -129 -6%
BFA
521
Bragg Financial Advisors
North Carolina
$269K – – –
CG
522
Caprock Group
Idaho
$268K +$5.73K +43 +2%
CAM
523
Claret Asset Management
Quebec, Canada
$267K -$10K -75 -4%
BP
524
Ballentine Partners
Massachusetts
$266K -$9.32K -70 -3%
MYIA
525
Mount Yale Investment Advisors
Colorado
$264K +$12.4K +93 +5%
19 20
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