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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
LFG
701
Larson Financial Group
Missouri
$3.31K +$118 +1 +3%
AIC
702
Archer Investment Corporation
Indiana
$3.2K
DPW
703
DiNuzzo Private Wealth
Pennsylvania
$3.1K +$354 +3 +12%
CAL
704
Capital Advisors Ltd
Ohio
$3K -$1.3K -11 -28%
SSG
705
Summit Securities Group
New York
$3K +$3.42K +29 New
HI
706
Hoey Investments
Pennsylvania
$2.99K
RI
707
Ridgewood Investments
New Jersey
$2.78K +$3.07K +26 New
BFPW
708
BOK Financial Private Wealth
Colorado
$2.35K
VAG
709
VisionPoint Advisory Group
Texas
$2.24K +$354 +3 +17%
AEPWM
710
Atlantic Edge Private Wealth Management
Florida
$2.14K
PB
711
Pinnacle Bancorp
Nebraska
$2.13K
DF
712
Dunhill Financial
United Kingdom
$2.1K +$590 +5 +33%
VNA
713
Valley National Advisers
Pennsylvania
$2K -$4.84K -41 -62%
FMTCOCP
714
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K
PCM
715
Penserra Capital Management
California
$2K
KFS
716
Kelly Financial Services
Massachusetts
$1.92K
HCP
717
Hexagon Capital Partners
Arkansas
$1.71K -$1.18K -10 -38%
TWP
718
Triad Wealth Partners
Kansas
$1.71K +$1.89K +16 New
PPC
719
Park Place Capital
Alabama
$1.5K
RS
720
Rakuten Securities
Japan
$1.5K +$1.65K +14 New
EBA
721
Eagle Bay Advisors
New York
$1.39K
OP
722
ORG Partners
Indiana
$1.29K +$1.42K +12 New
VWA
723
Valued Wealth Advisors
Utah
$1.28K -$236 -2 -14%
HPC
724
HM Payson & Co
Maine
$1.28K
AP
725
Aspect Partners
Virginia
$1.28K -$945 -8 -40%

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.