Dollar Tree
DLTR
770 hedge funds and large institutions have $28.6B invested in Dollar Tree in 2024 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 268 increasing their positions, 275 reducing their positions, and 80 closing their positions.
9% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 80
0% more funds holding
Funds holding: 770 → 770 (0)
3% less repeat investments, than reductions
Existing positions increased: 268 | Existing positions reduced: 275
4.24% less ownership
Funds ownership: 103.14% → 98.9% (-4.2%)
11% less capital invested
Capital invested by funds: $31.9B → $28.6B (-$3.35B)
29% less funds holding in top 10
Funds holding in top 10: 17 → 12 (-5)
36% less call options, than puts
Call options by funds: $717M | Put options by funds: $1.12B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
+$354M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$140M |
| 3 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$135M |
| 4 |
Amundi
Paris,
France
|
+$124M |
| 5 |
MMA
Mizuho Markets Americas
New York
|
+$103M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$726M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$389M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$345M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$192M |
| 5 |
D.E. Shaw & Co
New York
|
-$153M |
DLTR Hedge Fund Activity: Q1 2024 in Review
770 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dollar Tree (DLTR) for Q1 2024, worth a combined $28.6B — down 11% from $31.9B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new DLTR positions and 80 closed out — a net gain of 7 holders — while 268 added to existing stakes and 275 trimmed.
The largest buyer was Viking Global Investors, opening a new position worth an estimated $354M. The largest seller was Morgan Stanley, cutting an estimated $726M.
- 770 institutional investors held Dollar Tree (DLTR) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $28.6B of Dollar Tree stock for Q1 2024, down 11% quarter-over-quarter.
- 87 funds opened new Dollar Tree positions in Q1 2024 and 80 closed out, a net change of +7 holders.
- The largest Dollar Tree buyer in Q1 2024 was Viking Global Investors, an estimated $354M added.
- The largest Dollar Tree seller in Q1 2024 was Morgan Stanley, an estimated $726M sold.
Based on aggregated 13F filings for Q1 2024.