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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 %
NP
801
Nilsine Partners
Colorado
– -$242K -1,820 Closed
PHS
802
Pekin Hardy Strauss
Illinois
– -$238K -1,791 Closed
EIP
803
Epoch Investment Partners
New York
– -$238K -1,787 Closed
CIA
804
Concurrent Investment Advisors
Florida
– -$238K -1,784 Closed
APWM
805
Argonautica Private Wealth Management
Massachusetts
– -$234K -1,757 Closed
FFM
806
Forum Financial Management
Illinois
– -$234K -1,755 Closed
P
807
Pitcairn
Pennsylvania
– -$231K -1,735 Closed
RWB
808
RMR Wealth Builders
New Jersey
– -$230K -1,727 Closed
LA
809
LexAurum Advisors
Kansas
– -$227K -1,706 Closed
GA
810
Geller Advisors
New York
– -$225K -1,692 Closed
ECM
811
Evergreen Capital Management
Washington
– -$225K -1,690 Closed
FTIS
812
First Trust Investment Solutions
Florida
– -$222K -1,666 Closed
Connor, Clark & Lunn Investment Management (CC&L)
813
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$221K -1,657 Closed
ACA
814
Aptus Capital Advisors
Alabama
– -$218K -1,637 Closed
CCM
815
Cinctive Capital Management
New York
– -$213K -1,601 Closed
TCM
816
Teza Capital Management
Illinois
– -$209K -1,573 Closed
PPWP
817
Premier Path Wealth Partners
New Jersey
– -$207K -1,557 Closed
APP
818
Avantax Planning Partners
Iowa
– -$206K -1,549 Closed
DS
819
DRW Securities
Illinois
– -$206K -1,549 Closed
KI
820
Kapitalo Investimentos
Brazil
– -$204K -1,530 Closed
CPA
821
Capital Planning Advisors
California
– -$201K -1,513 Closed
PWA
822
Provenance Wealth Advisors
Florida
– -$190K -1,424 Closed
JFGIW
823
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$142K -1,070 Closed
First Manhattan
824
First Manhattan
New York
– -$93.2K -700 Closed
CFM
825
Catalyst Funds Management
Australia
– -$93.2K -700 Closed
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