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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
CAS
676
Coppell Advisory Solutions
Texas
$8.01K +$8.86K +75 New
TIM
677
Thompson Investment Management
Wisconsin
$7.9K
AAP
678
Arax Advisory Partners
Colorado
$7.79K +$2.24K +19 +35%
HWM
679
HighMark Wealth Management
Minnesota
$7.58K +$708 +6 +9%
FNWA
680
Financial Network Wealth Advisors
Utah
$7.51K +$8.38K +71 New
BIA
681
Bell Investment Advisors
California
$7.26K -$708 -6 -8%
RCM
682
Raleigh Capital Management
North Carolina
$7.26K -$1.18K -10 -13%
APC
683
Aspire Private Capital
North Carolina
$6.3K
HBW
684
Hazlett, Burt & Watson
West Virginia
$6K
RBC
685
Roble Belko & Company
Pennsylvania
$6K
FFA
686
Frazier Financial Advisors
Ohio
$5.78K
BFS
687
Burkett Financial Services
South Carolina
$5.34K
WIM
688
Westside Investment Management
California
$5.34K
RWMG
689
Redwood Wealth Management Group
New Jersey
$5.34K +$5.9K +50 New
TFF
690
The Family Firm
Maryland
$4.8K +$5.31K +45 New
BCWM
691
Bartlett & Co Wealth Management
Ohio
$4.7K
CWC
692
Carolinas Wealth Consulting
North Carolina
$4.59K -$236 -2 -4%
MAM
693
Meeder Asset Management
Ohio
$4.38K -$583K -4,938 -99%
GG
694
Gleason Group
Kentucky
$4.27K
LWANC
695
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.95K
ZB
696
Zions Bancorporation
Utah
$3.84K -$2.48K -21 -37%
BWP
697
Baldwin Wealth Partners
Massachusetts
$3.74K +$4.13K +35 New
OWA
698
Opal Wealth Advisors
New York
$3.52K +$3.9K +33 New
FFO
699
Fortitude Family Office
Arizona
$3.52K
BBHC
700
Brown Brothers Harriman & Co
New York
$3.31K

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.