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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 %
HIS
776
Harvest Investment Services
Illinois
– -$430K -3,230 Closed
SEC
777
Seven Eight Capital
New York
– -$422K -3,168 Closed
EI
778
Ellevest Inc
New York
– -$403K -3,024 Closed
BL
779
Balentine LLC
Georgia
– -$371K -2,790 Closed
GWA
780
Gratus Wealth Advisors
Virginia
– -$321K -2,624 Closed
AWM
781
Apollon Wealth Management
South Carolina
– -$328K -2,460 Closed
ICM
782
IMS Capital Management
Oregon
– -$327K -2,454 Closed
BC
783
Bridgefront Capital
Texas
– -$320K -2,400 Closed
SPS
784
Susquehanna Portfolio Strategies
Pennsylvania
– -$315K -2,362 Closed
TWP
785
Tyche Wealth Partners
Texas
– -$312K -2,341 Closed
CII
786
Capital International Inc
California
– -$311K -2,335 Closed
GT
787
Greenleaf Trust
Michigan
– -$302K -2,267 Closed
ACM
788
AKRE Capital Management
Virginia
– -$297K -2,229 Closed
KCM
789
KRS Capital Management
Michigan
– -$292K -2,190 Closed
CC
790
Corton Capital
Ontario, Canada
– -$288K -2,162 Closed
CIS
791
Capital International Sarl
California
– -$283K -2,123 Closed
DWA
792
Douglass Winthrop Advisors
New York
– -$277K -2,077 Closed
KTA
793
Keeley-Teton Advisors
Illinois
– -$271K -2,033 Closed
1W
794
1776 Wealth
Georgia
– -$270K -2,025 Closed
AIM
795
Aspen Investment Management
Michigan
– -$269K -2,018 Closed
CG
796
Caprock Group
Idaho
– -$268K -2,015 Closed
BP
797
Ballentine Partners
Massachusetts
– -$266K -1,995 Closed
TPI
798
Trust Point Inc
Wisconsin
– -$264K -1,982 Closed
ACM
799
Advisors Capital Management
New Jersey
– -$250K -1,879 Closed
BHWM
800
Bar Harbor Wealth Management
New Hampshire
– -$245K -1,839 Closed
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