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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
10.86%
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 %
NP
501
NorthRock Partners
Minnesota
$251K -$18.9K -177 -7%
BFG
502
Bleakley Financial Group
New Jersey
$243K -$54K -506 -18%
SW
503
Simplicity Wealth
New Jersey
$243K -$52.9K -495 -18%
JIC
504
Johnson Investment Counsel
Ohio
$243K -$4.48K -42 -2%
1SB
505
1ST Source Bank
Indiana
$243K – – –
SFI
506
Siemens Fonds Invest
Germany
$241K – – –
LSAG
507
Lake Street Advisors Group
New Hampshire
$239K +$1.92K +18 +0.8%
AFAS
508
Acorn Financial Advisory Services
Virginia
$238K -$427 -4 -0.2%
ONB
509
Old National Bancorp
Indiana
$237K -$64.6K -605 -21%
GIA
510
GHP Investment Advisors
Colorado
$231K -$914K -8,560 -80%
CCM
511
Coldstream Capital Management
Washington
$230K -$27.9K -261 -11%
CI
512
Cigna Investments
Connecticut
$230K – – –
WW
513
Westshore Wealth
California
$230K -$2.14K -20 -0.9%
EFM
514
E Fund Management
China
$229K +$4.48K +42 +2%
ATC
515
Argent Trust Co
Tennessee
$229K +$107 +1 +0%
TIAA Trust, National Association
516
TIAA Trust, National Association
North Carolina
$227K +$29.5K +276 +15%
NAS
517
Nicolet Advisory Services
Wisconsin
$227K -$7.28K -71 -3%
BOH
518
Bank of Hawaii
Hawaii
$226K +$226K +2,119 New
GF
519
Gabelli Funds
New York
$224K -$16K -150 -7%
WMG
520
WESCAP Management Group
California
$224K -$15.2K -142 -6%
FTWA
521
Fifth Third Wealth Advisors
Ohio
$224K +$224K +2,094 New
NWWA
522
New Wave Wealth Advisors
Arkansas
$222K +$222K +2,077 New
EARNEST Partners
523
EARNEST Partners
Georgia
$218K -$40.7K -381 -16%
CIS
524
Custom Index Systems
New York
$217K -$84.5K -791 -28%
BFA
525
Bragg Financial Advisors
North Carolina
$216K – – –
19 20
21
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