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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
KI
826
Kapitalo Investimentos
Brazil
-$204K -1,530 Closed
CPA
827
Capital Planning Advisors
California
-$201K -1,513 Closed
PWA
828
Provenance Wealth Advisors
Florida
-$190K -1,424 Closed
JFGIW
829
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$142K -1,070 Closed
CFM
830
Catalyst Funds Management
Australia
-$93.2K -700 Closed
First Manhattan
831
First Manhattan
New York
-$93.2K -700 Closed
FFWM
832
Future Financial Wealth Management
Ohio
-$72.6K -545 Closed
TFGT
833
TS Financial Group (TSFG)
Illinois
-$13K -100 Closed
HB
834
Horizon Bancorp
Indiana
-$11K -84 Closed
WTA
835
Washington Trust Advisors
Massachusetts
-$11.1K -83 Closed
FCA
836
FinTrust Capital Advisors
South Carolina
-$6.66K -50 Closed
HWM
837
Horizons Wealth Management
North Carolina
-$6.25K -44 Closed
CFB
838
Cullen/Frost Bankers
Texas
-$4.13K -31 Closed
WB
839
Webster Bank
Connecticut
-$4K -30 Closed
CJ
840
Caitlin John
Michigan
-$2.93K -22 Closed
VF
841
VitalStone Financial
Texas
-$2K -17 Closed
JGIA
842
Jackson Grant Investment Advisers
Connecticut
-$1.2K -9 Closed
NL
843
NVWM LLC
Pennsylvania
-$666 -5 Closed
TFM
844
TFC Financial Management
Massachusetts
-$533 -4 Closed
CAM
845
ClariVest Asset Management
California
-$398 -3 Closed
CTA
846
Colonial Trust Advisors
South Carolina
-$266 -2 Closed
EFMH
847
E Fund Management (HK)
Hong Kong
+$118 +1 New
EA
848
Evolution Advisers
Virginia
+$590 +5 New

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.