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Dollar Tree

752 hedge funds and large institutions have $22.7B invested in Dollar Tree in 2024 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 243 increasing their positions, 299 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.09% less ownership

Funds ownership: 98.9%98.81% (-0.09%)

7% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 95

2% less funds holding

Funds holding: 770752 (-18)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

19% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 299

21% less capital invested

Capital invested by funds: $28.6B → $22.7B (-$5.88B)

55% less call options, than puts

Call options by funds: $641M | Put options by funds: $1.42B

Holders
752
Holders Change
-18
Holders Change %
-2.34%
% 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
88
Increased
243
Reduced
299
Closed
95
Calls
$641M
Puts
$1.42B
Net Calls
-$779M
Net Calls Change
-$380M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
576
EverSource Wealth Advisors
Alabama
$68.6K +$20.2K +171 +35%
CP
577
Castleview Partners
Texas
$66.5K -$23.9K -202 -24%
CI Investments Inc
578
CI Investments Inc
Ontario, Canada
$66K -$23.3K -197 -24%
MPWT
579
MassMutual Private Wealth & Trust
Connecticut
$64.8K +$5.67K +48 +9%
AA
580
Alta Advisers
United Kingdom
$64.1K
ADL
581
Asset Dedication LLC
California
$60.8K
CT
582
Colonial Trust
South Carolina
$60.4K
HNB
583
Hilltop National Bank
Wyoming
$58.2K
DIP
584
DT Investment Partners
Pennsylvania
$57.7K
BTI
585
Blue Trust Inc
Georgia
$57.4K +$32.4K +274 +175%
UB
586
UMB Bank
Missouri
$57.1K +$21.6K +183 +52%
Jones Financial Companies
587
Jones Financial Companies
Missouri
$56.6K +$62.6K +530 New
AWM
588
Atticus Wealth Management
Florida
$55.7K
GFPC
589
Global Financial Private Client
Florida
$53.4K
BC
590
Broadwater Capital
Massachusetts
$53K
SL
591
Salomon & Ludwin
Virginia
$52.7K
GWM
592
Geneos Wealth Management
Colorado
$52.5K +$21.3K +180 +58%
CTC
593
Central Trust Company
Missouri
$52.2K -$8.86K -75 -13%
SOW
594
State of Wyoming
Wyoming
$51.6K -$21.4K -181 -27%
FFA
595
Farther Finance Advisors
California
$51.4K -$1.3K -11 -2%
CH
596
Cromwell Holdings
Wyoming
$51K +$56.4K +478 New
WAG
597
Wiser Advisor Group
Arizona
$47.2K
CFGS
598
Concourse Financial Group Securities
Alabama
$46.2K +$118 +1 +0.2%
EPW
599
Evergreen Private Wealth
Colorado
$45.8K -$4.2M -35,557 -99%
ITIM
600
Indiana Trust & Investment Management
Indiana
$45.1K +$708 +6 +1%

DLTR Hedge Fund Activity: Q2 2024 in Review

752 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dollar Tree (DLTR) for Q2 2024, worth a combined $22.7B — down 21% from $28.6B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of DLTR and 88 opened new positions — a net loss of 7 holders — while 299 trimmed existing stakes and 243 added.

The largest buyer was Viking Global Investors, adding an estimated $500M. The largest seller was Capital World Investors, cutting an estimated $654M.

  • 752 institutional investors held Dollar Tree (DLTR) as of Q2 2024, down from 770 in Q1 2024.
  • Funds reported $22.7B of Dollar Tree stock for Q2 2024, down 21% quarter-over-quarter.
  • 88 funds opened new Dollar Tree positions in Q2 2024 and 95 closed out, a net change of -7 holders.
  • The largest Dollar Tree buyer in Q2 2024 was Viking Global Investors, an estimated $500M added.
  • The largest Dollar Tree seller in Q2 2024 was Capital World Investors, an estimated $654M sold.

Based on aggregated 13F filings for Q2 2024.