Dollar Tree
DLTR
687 hedge funds and large institutions have $14.6B invested in Dollar Tree in 2024 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 238 increasing their positions, 259 reducing their positions, and 147 closing their positions.
8% less repeat investments, than reductions
Existing positions increased: 238 | Existing positions reduced: 259
2.16% less ownership
Funds ownership: 98.81% → 96.65% (-2.2%)
9% less funds holding
Funds holding: 753 → 687 (-66)
27% less funds holding in top 10
Funds holding in top 10: 11 → 8 (-3)
30% less call options, than puts
Call options by funds: $773M | Put options by funds: $1.11B
36% less capital invested
Capital invested by funds: $22.7B → $14.6B (-$8.07B)
41% less first-time investments, than exits
New positions opened: 87 | Existing positions closed: 147
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$199M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$191M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$180M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$153M |
| 5 |
CM
Corvex Management
New York
|
+$103M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$727M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$699M |
| 3 |
Nomura Holdings
Tokyo,
Japan
|
-$615M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$87.7M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$68.6M |
DLTR Hedge Fund Activity: Q3 2024 in Review
687 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Dollar Tree (DLTR) for Q3 2024, worth a combined $14.6B — down 36% from $22.7B a quarter earlier.
Sellers outnumbered buyers: 147 funds closed out of DLTR and 87 opened new positions — a net loss of 60 holders — while 259 trimmed existing stakes and 238 added.
The largest buyer was 1832 Asset Management, adding an estimated $199M. The largest seller was Viking Global Investors, exiting entirely with an estimated $727M sold.
- 687 institutional investors held Dollar Tree (DLTR) as of Q3 2024, down from 753 in Q2 2024.
- Funds reported $14.6B of Dollar Tree stock for Q3 2024, down 36% quarter-over-quarter.
- 87 funds opened new Dollar Tree positions in Q3 2024 and 147 closed out, a net change of -60 holders.
- The largest Dollar Tree buyer in Q3 2024 was 1832 Asset Management, an estimated $199M added.
- The largest Dollar Tree seller in Q3 2024 was Viking Global Investors, an estimated $727M sold.
Based on aggregated 13F filings for Q3 2024.