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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 %
BIA
676
Bell Investment Advisors
California
$7.26K -$641 -6 -8%
RCM
677
Raleigh Capital Management
North Carolina
$7.26K -$1.07K -10 -13%
APC
678
Aspire Private Capital
North Carolina
$6.3K – – –
RBC
679
Roble Belko & Company
Pennsylvania
$6K – – –
HBW
680
Hazlett, Burt & Watson
West Virginia
$6K – – –
FFA
681
Frazier Financial Advisors
Ohio
$5.78K – – –
BFS
682
Burkett Financial Services
South Carolina
$5.34K – – –
WIM
683
Westside Investment Management
California
$5.34K – – –
RWMG
684
Redwood Wealth Management Group
New Jersey
$5.34K +$5.34K +50 New
TFF
685
The Family Firm
Maryland
$4.81K +$4.81K +45 New
BCWM
686
Bartlett & Co Wealth Management
Ohio
$4.7K – – –
CWC
687
Carolinas Wealth Consulting
North Carolina
$4.59K -$214 -2 -4%
MAM
688
Meeder Asset Management
Ohio
$4.38K -$527K -4,938 -99%
GG
689
Gleason Group
Kentucky
$4.27K – – –
LWANC
690
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.95K – – –
ZB
691
Zions Bancorporation
Utah
$3.84K -$2.24K -21 -37%
BWP
692
Baldwin Wealth Partners
Massachusetts
$3.74K +$3.74K +35 New
OWA
693
Opal Wealth Advisors
New York
$3.52K +$3.52K +33 New
FFO
694
Fortitude Family Office
Arizona
$3.52K – – –
BBHC
695
Brown Brothers Harriman & Co
New York
$3.31K – – –
LFG
696
Larson Financial Group
Missouri
$3.31K +$107 +1 +3%
AIC
697
Archer Investment Corporation
Indiana
$3.2K – – –
DPW
698
DiNuzzo Private Wealth
Pennsylvania
$3.1K +$320 +3 +12%
CAL
699
Capital Advisors Ltd
Ohio
$3K -$1.18K -11 -28%
SSG
700
Summit Securities Group
New York
$3K +$3K +29 New
26 27
28
29 30