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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 %
BFM
526
Boothbay Fund Management
New York
$216K +$216K +2,020 New
FSA
527
Franklin Street Advisors
North Carolina
$214K +$50.2K +470 +31%
WMA
528
Wealth Management Associates
New Jersey
$214K – – –
IFWM
529
Institute for Wealth Management
Colorado
$212K +$320 +3 +0.2%
BFEC
530
Benjamin F. Edwards & Company
Missouri
$212K – – –
EDRH
531
Edmond de Rothschild Holding
Switzerland
$211K -$882K -8,262 -81%
AA
532
Axiom Advisory
California
$208K +$208K +1,764 New
QCG
533
Quadrant Capital Group
Ohio
$207K -$39.3K -368 -16%
AOWM
534
Alpha Omega Wealth Management
Virginia
$205K – – –
FRA
535
Frank Rimerman Advisors
California
$202K +$201K +1,881 +12,540%
MYIA
536
Mount Yale Investment Advisors
Colorado
$202K -$9.61K -90 -5%
GWP
537
Gen-Wealth Partners
Michigan
$186K +$45K +421 +32%
EWM
538
Evermay Wealth Management
Virginia
$180K -$6.41K -60 -3%
AS
539
AM Squared
Hong Kong
$171K +$171K +1,600 New
PIM
540
Plato Investment Management
Australia
$169K – – –
A
541
AlphaQuest
New York
$167K +$166K +1,555 +17,278%
BG
542
Bollard Group
Massachusetts
$164K – – –
OPTFSNA
543
Old Point Trust & Financial Services N A
Virginia
$160K -$10.7K -100 -6%
NS
544
NBC Securities
Alabama
$157K -$4.26K -40 -3%
GRP
545
Global Retirement Partners
California
$156K -$5.45K -51 -3%
LI
546
LRI Investments
Florida
$145K +$35K +328 +32%
Simplex Trading
547
Simplex Trading
Illinois
$143K +$143K +1,345 New
CUAMC
548
China Universal Asset Management Company
China
$140K -$150K -1,409 -52%
PTC
549
Private Trust Company
Ohio
$132K – – –
Bessemer Group
550
Bessemer Group
New Jersey
$131K -$37.9K -356 -22%
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