Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dollar Tree Inc (DLTR)

849 + Investors. Track Smart Money conviction in DLTR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
7Q ▲
Buyers last Q
49%

Smart Money Signals — DLTR

Based on 861 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added DLTR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
861 hedge funds hold DLTR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+95 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

426 buying449 selling
Last quarter: 449 funds reduced or exited vs 426 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-15 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 110 → 175 → 138 → 123. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 18% medium ■ 18% new
551 out of 861 hedge funds have held DLTR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~123 new funds/quarter

165 → 110 → 175 → 138 → 123 new funds/Q
New funds entering each quarter: 110 → 175 → 138 → 123. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 69% veterans vs 22% newcomers

■ 69% veterans ■ 9% 1-2yr ■ 22% new
Entry-cohort mix of 899 holders: 623 (69%) are 2+ year veterans, 80 entered 1–2 years ago, and 196 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
67 of 856 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in DLTR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — DLTR

In 2026 Q2, 426 hedge funds were net buyers of DLTR (123 opened a new position, 303 added to an existing one), while 449 reduced or exited (329 trimmed, 120 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. This marks 7 consecutive quarters of net institutional buying — a persistent conviction signal. 61% of total institutional value in DLTR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 861.

Hedge Fund Ownership: DLTR

How many hedge funds hold DLTR — quarterly history vs. share price
Quarterly hedge fund ownership of DLTR vs. share price

Market Analysis: DLTR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DLTR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

25 top-rated funds 8 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: DLTR
849 + Investors

Track Smart Money conviction in DLTR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 849 858 -1.05%
13F Shares 209M 215M -2.81%
Total Value $23.92B $21.68B 10.37%
New Positions 121 138 -17
Increased Positions 288 300 -12
Closed Positions 125 116 +9
Reduced Positions 313 270 +43
Total Calls 20 22 -9.09%
Total Puts 22 30 -26.67%
PUT/CALL Ratio 1.1 1.36 Neutral

Statistics: DLTR

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

849 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DLTR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 DLTR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 EdgePoint Investment Group Inc. 8.76% 9,581,598 $1.16B
2 Owlhouse Capital LP 7.55% 40,700 $4.9M
3 Semper Augustus Investments Group LLC 7.25% 530,113 $64.1M
4 Estuary Capital Management LP 6.21% 302,423 $36.6M
5 Darwins River Capital, LP 4.07% 61,400 $7.4M
6 Belfer Management LLC 3.72% 1,855 $224K
7 Savoir Faire Capital Management, L.P. 3.68% 49,002 $5.9M
8 Broyhill Asset Management, LLC 3.24% 30,151 $3.6M
9 Monimus Capital Management, LP 2.19% 78,244 $9.5M
10 Mondrian Investment Partners LTD 2.14% 1,144,955 $138.5M
11 Kirr Marbach & Co LLC /In/ 2.13% 104,332 $12.6M
12 Live Oak Private Wealth LLC 1.91% 126,189 $15.3M
13 London Co of Virginia 1.52% 2,203,154 $266.5M
14 Intrepid Capital Management Inc 1.30% 30,389 $3.7M
15 L2 Asset Management, LLC 1.27% 100,731 $12.2M
16 Fiduciary Management Inc /Wi/ 1.22% 707,327 $85.6M
17 Ghisallo Capital Management LLC 1.19% 500,000 $60.5M
18 First International Bank of Israel Ltd. 1.15% 34,719 $4.2M
19 Horrell Capital Management, Inc. 1.11% 20,154 $2.4M
20 Parrish Capital LLC 1.02% 8,714 $1.1M
21 Ironvine Capital Partners, LLC 0.94% 83,330 $10.1M
22 Burkehill Global Management, LP 0.87% 200,000 $24.2M
23 Compton Wealth Advisory Group, LLC 0.82% 33,413 $4.0M
24 Louisbourg Investments INC. 0.74% 41,416 $4.0M
25 Nicholas Wealth, LLC. 0.73% 10,965 $1.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Dollar Tree Inc (DLTR)

What does the Smart Money Trend signal show for DLTR?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added DLTR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DLTR?

More sellers than buyers — 49% buying: Last quarter: 449 funds reduced or exited vs 426 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for DLTR holders?

Elite ownership — 61% AUM from top-100 funds: 67 of 856 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in DLTR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held DLTR?

64% of holders stayed for 2+ years: 551 out of 861 hedge funds have held DLTR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →