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Dollar Tree
DLTR

Overview Fund Activity

765 hedge funds and large institutions have $28.5B invested in Dollar Tree in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 267 increasing their positions, 274 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
765
Holders Change
–
Holders Change %
0%
% of All Funds
11.09%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.17%
New
85
Increased
267
Reduced
274
Closed
79
Calls
$717M
Puts
$1.12B
Net Calls
-$399M
Net Calls Change
-$456M

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$342M
2
Citadel Advisors
2
Citadel Advisors
Florida
$453M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$171M
4
Amundi
4
Amundi
France
$161M
5
MMA
5
Mizuho Markets Americas
New York
$99.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$458M
2
Capital World Investors
2
Capital World Investors
California
$1.97B
3
Franklin Resources
3
Franklin Resources
California
$8.02M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$198M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$91.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
51
Barclays
United Kingdom
$92.1M +$1.79M +13,437 +2%
D.E. Shaw & Co
52
D.E. Shaw & Co
New York
$91.3M -$148M -1,111,322 -62%
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$84.3M +$28.6M +214,912 +51%
Swiss National Bank
54
Swiss National Bank
Switzerland
$82.5M -$4.5M -33,800 -5%
HSBC Holdings
55
HSBC Holdings
United Kingdom
$82.2M -$110M -822,577 -57%
Assenagon Asset Management
56
Assenagon Asset Management
Luxembourg
$71.2M +$13.2M +98,924 +23%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$68.4M +$9.06M +68,023 +15%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$68.3M -$794K -5,963 -1%
Sumitomo Mitsui Trust Group
59
Sumitomo Mitsui Trust Group
Japan
$67.3M -$1.72M -12,941 -2%
UBS Group
60
UBS Group
Switzerland
$66.8M +$1.98M +14,857 +3%
Deutsche Bank
61
Deutsche Bank
Germany
$65.6M -$23.8M -178,487 -27%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$63.8M -$3.83M -25,744 -6%
TD Asset Management
63
TD Asset Management
Ontario, Canada
$63.7M +$5.78M +43,430 +10%
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$63.7M +$25.3M +190,010 +66%
BA
65
Bridgewater Associates
Connecticut
$62.2M -$15.5M -116,480 -20%
CCM
66
Candlestick Capital Management
Connecticut
$60.5M +$6.16M +46,290 +11%
Empower Advisory Group
67
Empower Advisory Group
Colorado
$59.2M +$4.04M +30,355 +7%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$52.8M -$203K -1,521 -0.4%
AllianceBernstein
69
AllianceBernstein
Tennessee
$51.7M +$7.36M +55,307 +17%
Point72 Asset Management
70
Point72 Asset Management
Connecticut
$51.6M -$85.8M -644,525 -62%
TSW
71
Thompson Siegel & Walmsley
Virginia
$51M +$4.39M +32,999 +9%
SG Americas Securities
72
SG Americas Securities
New York
$50.2M +$49.5M +371,395 +6,382%
California Public Employees Retirement System
73
California Public Employees Retirement System
California
$47.5M -$11.7M -88,159 -20%
Adage Capital Partners
74
Adage Capital Partners
Massachusetts
$45.7M +$28M +210,000 +158%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$44.1M -$76.2K -572 -0.2%
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