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Dollar Tree
DLTR

Overview Fund Activity

812 hedge funds and large institutions have $34.3B invested in Dollar Tree in 2022 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 246 increasing their positions, 313 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
812
Holders Change
+21
Holders Change %
+2.65%
% of All Funds
12.85%
Holding in Top 10
26
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+30%
% of All Funds
0.41%
New
118
Increased
246
Reduced
313
Closed
88
Calls
$546M
Puts
$469M
Net Calls
+$77.6M
Net Calls Change
+$103M

Top Buyers

1
MRL
Mantle Ridge LP
New York
$1.82B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.82B
3
Winslow Capital Management
Winslow Capital Management
Minnesota
$429M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$485M
5
Capital World Investors
Capital World Investors
California
$928M

Top Sellers

1
Nomura Holdings
Nomura Holdings
Japan
$1.22B
2
ACM
AKRE Capital Management
Virginia
$5.19M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$109M
4
CWM
CIBC World Markets
New York
$3.23M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$390M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
351
Davenport & Co
Virginia
$1.83M +$61.7K +385 +3%
Carson Wealth (CWM LLC)
352
Carson Wealth (CWM LLC)
Nebraska
$1.8M -$198K -1,239 -10%
NA
353
NewEdge Advisors
Louisiana
$1.77M +$796K +4,972 +82%
JG
354
Jefferies Group
New York
$1.76M +$1.76M +11,000 New
BC
355
Burney Company
Virginia
$1.76M -$19.7K -123 -1%
NLGIA
356
Nippon Life Global Investors Americas
New York
$1.76M +$1.76M +10,970 New
SCA
357
Snowden Capital Advisors
New York
$1.75M +$1.74M +10,846 +12,912%
BGI
358
BlueDrive Global Investors
United Kingdom
$1.75M – – –
SCM
359
Soros Capital Management
New York
$1.74M – – –
Allianz Asset Management
360
Allianz Asset Management
Germany
$1.74M +$261K +1,628 +18%
Twin Tree Management
361
Twin Tree Management
Texas
$1.72M -$8.53M -53,291 -83%
CIA
362
Cascade Investment Advisors
Oregon
$1.72M -$24.8K -155 -1%
SAM
363
Silvercrest Asset Management
New York
$1.69M – – –
Connor, Clark & Lunn Investment Management (CC&L)
364
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.69M -$1.13M -7,084 -40%
CA
365
CoreCap Advisors
Michigan
$1.68M +$1.09M +6,801 +185%
EOJOAM
366
E. Ohman J:or Asset Management
Sweden
$1.67M – – –
SG Americas Securities
367
SG Americas Securities
New York
$1.65M -$204K -1,274 -11%
GIA
368
GHP Investment Advisors
Colorado
$1.64M +$1.64M +10,243 New
M&T Bank
369
M&T Bank
New York
$1.63M -$5.44K -34 -0.3%
ANB
370
Amarillo National Bank
Texas
$1.6M – – –
BHTS
371
Bar Harbor Trust Services
Maine
$1.58M +$268K +1,671 +20%
LWMM
372
Legacy Wealth Management (Mississippi)
Mississippi
$1.55M – – –
MCC
373
Money Concepts Capital
Florida
$1.55M -$27.2K -170 -2%
CAPTRUST Financial Advisors
374
CAPTRUST Financial Advisors
North Carolina
$1.55M -$443K -2,768 -22%
NMIMC
375
Northwestern Mutual Investment Management Company
Wisconsin
$1.54M -$81.4K -508 -5%
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