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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 %
HI
701
Hoey Investments
Pennsylvania
$2.99K – – –
RI
702
Ridgewood Investments
New Jersey
$2.78K +$2.78K +26 New
BFPW
703
BOK Financial Private Wealth
Colorado
$2.35K – – –
VAG
704
VisionPoint Advisory Group
Texas
$2.24K +$320 +3 +17%
AEPWM
705
Atlantic Edge Private Wealth Management
Florida
$2.14K – – –
PB
706
Pinnacle Bancorp
Nebraska
$2.14K – – –
DF
707
Dunhill Financial
United Kingdom
$2.11K +$526 +5 +33%
VNA
708
Valley National Advisers
Pennsylvania
$2K -$3.28K -41 -62%
FMTCOCP
709
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –
PCM
710
Penserra Capital Management
California
$2K – – –
KFS
711
Kelly Financial Services
Massachusetts
$1.92K – – –
HCP
712
Hexagon Capital Partners
Arkansas
$1.71K -$1.07K -10 -38%
TWP
713
Triad Wealth Partners
Kansas
$1.71K +$1.71K +16 New
PPC
714
Park Place Capital
Alabama
$1.5K – – –
RS
715
Rakuten Securities
Japan
$1.5K +$1.5K +14 New
EBA
716
Eagle Bay Advisors
New York
$1.39K – – –
OP
717
ORG Partners
Indiana
$1.29K +$1.29K +12 New
VWA
718
Valued Wealth Advisors
Utah
$1.28K -$214 -2 -14%
HPC
719
HM Payson & Co
Maine
$1.28K – – –
AP
720
Aspect Partners
Virginia
$1.28K -$854 -8 -40%
FGA
721
Fortis Group Advisors
New Jersey
$1.28K – – –
VAMG
722
Voisard Asset Management Group
Michigan
$1.27K – – –
CPG
723
Cornerstone Planning Group
New Jersey
$1.26K +$1.26K +13 New
ATPW
724
Ashton Thomas Private Wealth
Arizona
$1.17K +$1.17K +11 New
NSIM
725
North Star Investment Management
Illinois
$1.07K -$53.4K -500 -98%
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