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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 %
FMP
726
Financial Management Professionals
Texas
$1K -$2.08K -27 -68%
AW
727
Avion Wealth
Texas
$1K -$611 -11 -38%
SFCL
728
Strengthening Families & Communities LLC
Massachusetts
$1K +$1K +12 New
JWM
729
Janiczek Wealth Management
Colorado
$961 – – –
TWD
730
True Wealth Design
Ohio
$855 -$214 -2 -20%
TCA
731
Trifecta Capital Advisors
Illinois
$855 – – –
WWP
732
WR Wealth Planners
Missouri
$747 -$1.81K -17 -71%
RFS
733
Richardson Financial Services
Massachusetts
$641 -$534 -5 -45%
RFG
734
RFP Financial Group
Georgia
$641 -$427 -4 -40%
CHA
735
Carmichael Hill & Associates
Maryland
$534 -$320 -3 -38%
TCG
736
Transcendent Capital Group
Oklahoma
$534 +$534 +5 New
AWM
737
Avior Wealth Management
Nebraska
$427 -$23.8K -223 -98%
SJIM
738
St. Johns Investment Management
Florida
$427 – – –
ECM
739
Everence Capital Management
Indiana
$408 – – –
CA
740
Continuum Advisory
Idaho
$320 – – –
SFC
741
Strategic Financial Concepts
Texas
$234 +$234 +24,647 New
TIM
742
Tortoise Investment Management
New York
$214 – – –
WA
743
WestEnd Advisors
North Carolina
$214 – – –
LFA
744
Legend Financial Advisors
Pennsylvania
$214 +$214 +2 New
RWM
745
Ruedi Wealth Management
Illinois
$214 +$214 +2 New
DWM
746
Dogwood Wealth Management
Kansas
$3 -$3 – –
CCM
747
Candlestick Capital Management
Connecticut
– -$60.5M -454,136 Closed
JGC
748
J. Goldman & Co
New York
– -$31.4M -235,800 Closed
AIG
749
American International Group
New York
– -$11.2M -84,331 Closed
PAMP
750
Polar Asset Management Partners
Ontario, Canada
– -$6.08M -45,700 Closed
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