We are live on ! Find out more
DLTR icon

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
DWM
751
Dogwood Wealth Management
Kansas
$3
CCM
752
Candlestick Capital Management
Connecticut
-$60.5M -454,136 Closed
JGC
753
J. Goldman & Co
New York
-$31.4M -235,800 Closed
AIG
754
American International Group
New York
-$11.2M -84,331 Closed
PAMP
755
Polar Asset Management Partners
Ontario, Canada
-$6.08M -45,700 Closed
TC
756
Torno Capital
Massachusetts
-$5.31M -45,000 Closed
TPSF
757
Texas Permanent School Fund
Texas
-$5.7M -42,784 Closed
CWM
758
Circle Wealth Management
New Jersey
-$5.62M -42,172 Closed
1M
759
13D Management
New York
-$4.65M -34,906 Closed
MWM
760
Moran Wealth Management
Florida
-$3.52M -26,416 Closed
ECU
761
Eisler Capital (UK)
United Kingdom
-$3.06M -23,001 Closed
CA
762
CoreCap Advisors
Michigan
-$2.04M -15,325 Closed
CCM
763
Condor Capital Management
New Jersey
-$2.03M -15,217 Closed
RCM
764
Radnor Capital Management
Pennsylvania
-$1.71M -12,858 Closed
CCIA
765
Campbell & Co Investment Adviser
Maryland
-$1.13M -8,453 Closed
MLICM
766
Metropolitan Life Insurance Company (MetLife)
New York
-$1.11M -8,347 Closed
SPA
767
Sherbrooke Park Advisers
New York
-$1.05M -7,878 Closed
CA
768
Cullinan Associates
Kentucky
-$905K -6,800 Closed
SM
769
Sciencast Management
New Jersey
-$844K -6,336 Closed
DA
770
Duality Advisers
Florida
-$830K -6,237 Closed
PI
771
PEAK6 Investments
Illinois
-$657K -5,564 Closed
AC
772
AXQ Capital
New Jersey
-$719K -5,400 Closed
HF
773
HRT Financial
New York
-$693K -5,205 Closed
AC
774
Armistice Capital
New York
-$652K -4,893 Closed
FRM
775
Fox Run Management
Connecticut
-$588K -4,413 Closed

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.