We are live on ! Find out more
DLTR icon

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
HI
601
Harbour Investments
Wisconsin
$43.2K +$4.96K +42 +12%
VC
602
Vestor Capital
Illinois
$43K
CYG
603
Clean Yield Group
Vermont
$42.7K
TC
604
Tacita Capital
Ontario, Canada
$38.4K
MG
605
Mather Group
Illinois
$37.4K +$22.1K +187 +199%
HWA
606
Heritage Wealth Advisors
Virginia
$37.4K
TSMHT
607
Thurston Springer Miller Herd & Titak
Indiana
$36.9K +$40.9K +346 New
GJWM
608
Gilliland Jeter Wealth Management
Arkansas
$36.5K -$31.9K -270 -44%
LCM
609
Logan Capital Management
Pennsylvania
$33.6K
LS
610
Livforsakringsbolaget Skandia
Sweden
$33.3K
CSB
611
City State Bank
Iowa
$32K
CFD
612
Creative Financial Designs
Indiana
$32K
SC
613
Stephens Consulting
Michigan
$32K
PFBT
614
Parkside Financial Bank & Trust
Missouri
$31.2K +$354 +3 +1%
SWM
615
Spire Wealth Management
Virginia
$31K -$76.9K -651 -69%
TH
616
TCTC Holdings
Texas
$29.5K
FHA
617
First Horizon Advisors
Tennessee
$28.7K +$4.84K +41 +18%
JPWM
618
Jamison Private Wealth Management
Georgia
$26.5K
CFO
619
CVA Family Office
Colorado
$26.2K -$18.2K -154 -39%
AGWCA
620
Annis Gardner Whiting Capital Advisors
Florida
$25.7K -$590 -5 -2%
CWP
621
Concord Wealth Partners
Virginia
$25.3K
WT
622
Washington Trust
Rhode Island
$25.1K
OIAM
623
OFI Invest Asset Management
France
$25K +$4.84K +41 +20%
WT
624
Whittier Trust
California
$24.9K
MTIC
625
Missouri Trust & Investment Company
Missouri
$23.7K

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.