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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$458M
2
Capital World Investors
Capital World Investors
California
$1.97B
3
Franklin Resources
Franklin Resources
California
$8.02M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$198M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$91.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFG
751
RFP Financial Group
Georgia
$1.33K +$1.33K +10 New
JWM
752
Janiczek Wealth Management
Colorado
$1.2K – – –
JGIA
753
Jackson Grant Investment Advisers
Connecticut
$1.2K – – –
A
754
AlphaQuest
New York
$1.2K +$1.2K +9 New
CHA
755
Carmichael Hill & Associates
Maryland
$1.07K – – –
TCA
756
Trifecta Capital Advisors
Illinois
$1.07K – – –
NL
757
NVWM LLC
Pennsylvania
$666 +$666 +5 New
SJIM
758
St. Johns Investment Management
Florida
$533 – – –
TFM
759
TFC Financial Management
Massachusetts
$533 +$133 +1 +33%
ECM
760
Everence Capital Management
Indiana
$459 – – –
CAM
761
ClariVest Asset Management
California
$398 – – –
CA
762
Continuum Advisory
Idaho
$360 +$360 +3 New
WA
763
WestEnd Advisors
North Carolina
$266 -$133 -1 -33%
CTA
764
Colonial Trust Advisors
South Carolina
$266 – – –
TIM
765
Tortoise Investment Management
New York
$266 – – –
DWM
766
Dogwood Wealth Management
Kansas
$3 -$5 – –
DKCM
767
Davidson Kempner Capital Management
New York
– -$74.8M -526,720 Closed
RC
768
Rivulet Capital
New Jersey
– -$63.4M -446,003 Closed
VLKIM
769
Van Lanschot Kempen Investment Management
Netherlands
– -$45M -316,836 Closed
Twin Tree Management
770
Twin Tree Management
Texas
– -$40.4M -284,085 Closed
DCM
771
Dorsal Capital Management
California
– -$35.5M -250,000 Closed
ZIG
772
Zurich Insurance Group
Switzerland
– -$29.7M -209,053 Closed
MCM
773
MKP Capital Management
New York
– -$24.9M -175,000 Closed
RRAM
774
River Road Asset Management
Kentucky
– -$24.2M -170,205 Closed
Massachusetts Financial Services
775
Massachusetts Financial Services
Massachusetts
– -$21.9M -154,480 Closed
29 30
31
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