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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 %
HWA
601
Heritage Wealth Advisors
Virginia
$37.4K – – –
TSMHT
602
Thurston Springer Miller Herd & Titak
Indiana
$36.9K +$36.9K +346 New
GJWM
603
Gilliland Jeter Wealth Management
Arkansas
$36.5K -$28.8K -270 -44%
LCM
604
Logan Capital Management
Pennsylvania
$33.6K – – –
LS
605
Livforsakringsbolaget Skandia
Sweden
$33.3K – – –
CFD
606
Creative Financial Designs
Indiana
$32K – – –
CSB
607
City State Bank
Iowa
$32K – – –
SC
608
Stephens Consulting
Michigan
$32K – – –
PFBT
609
Parkside Financial Bank & Trust
Missouri
$31.2K +$320 +3 +1%
SWM
610
Spire Wealth Management
Virginia
$31K -$69.5K -651 -69%
TH
611
TCTC Holdings
Texas
$29.5K – – –
FHA
612
First Horizon Advisors
Tennessee
$28.7K +$4.38K +41 +18%
JPWM
613
Jamison Private Wealth Management
Georgia
$26.5K – – –
CFO
614
CVA Family Office
Colorado
$26.2K -$16.4K -154 -39%
AGWCA
615
Annis Gardner Whiting Capital Advisors
Florida
$25.7K -$534 -5 -2%
CWP
616
Concord Wealth Partners
Virginia
$25.3K – – –
WT
617
Washington Trust
Rhode Island
$25.1K – – –
OIAM
618
OFI Invest Asset Management
France
$25K +$4.08K +41 +20%
WT
619
Whittier Trust
California
$24.9K – – –
MTIC
620
Missouri Trust & Investment Company
Missouri
$23.7K – – –
TCM
621
TruNorth Capital Management
Michigan
$23.5K +$23.5K +220 New
Group One Trading
622
Group One Trading
Illinois
$23.4K -$309K -2,893 -93%
CCA
623
Catalyst Capital Advisors
New York
$22.8K +$747 +7 +3%
RFA
624
Register Financial Advisors
Georgia
$22.1K – – –
AssetMark Inc
625
AssetMark Inc
California
$21.4K – – –
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