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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
$727M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$479M
3
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$267M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$778M
5
Primecap Management
Primecap Management
California
$307M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$987M
2
Capital International Investors
Capital International Investors
California
$539M
3
Citadel Advisors
Citadel Advisors
Florida
$28.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$315M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$82.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
651
Operose Advisors
Wisconsin
$11.7K – – –
PWMG
652
Prestige Wealth Management Group
New Jersey
$11.3K -$427 -4 -4%
C
653
Covestor
United Kingdom
$11K – – –
MCM
654
Manchester Capital Management
Vermont
$10.9K -$2.88K -27 -21%
FRA
655
Front Row Advisors
California
$10.7K – – –
BLC
656
Brown, Lisle/Cummings
Rhode Island
$10.7K – – –
MSFP
657
Mark Sheptoff Financial Planning
Connecticut
$10.7K – – –
CSWM
658
Cassady Schiller Wealth Management
Ohio
$10.7K – – –
QC
659
Quent Capital
New York
$10.5K +$3.52K +33 +51%
UWS
660
Unique Wealth Strategies
Illinois
$10.3K +$10.3K +77 New
UCB
661
United Community Bank
South Carolina
$10.1K -$10.1K -95 -50%
PWMG
662
Private Wealth Management Group
New Jersey
$10K -$5.02K -47 -33%
GKIM
663
GW&K Investment Management
Massachusetts
$10K +$2.63K +25 +36%
MCM
664
MV Capital Management
Maryland
$9.93K -$747 -7 -7%
SWS
665
SYSTM Wealth Solutions
Illinois
$9.93K – – –
GBT
666
Grove Bank & Trust
Florida
$9.72K – – –
TAM
667
Tucker Asset Management
Colorado
$8.97K -$854 -8 -9%
SIC
668
Salem Investment Counselors
North Carolina
$8.76K – – –
WIA
669
Wetzel Investment Advisors
Indiana
$8.39K – – –
SS
670
Sunbelt Securities
Texas
$8.01K -$282K -2,640 -97%
CAS
671
Coppell Advisory Solutions
Texas
$8.01K +$8.01K +75 New
TIM
672
Thompson Investment Management
Wisconsin
$7.9K – – –
AAP
673
Arax Advisory Partners
Colorado
$7.8K +$2.03K +19 +35%
HWM
674
HighMark Wealth Management
Minnesota
$7.58K +$641 +6 +9%
FNWA
675
Financial Network Wealth Advisors
Utah
$7.51K +$7.51K +71 New
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