DLTR icon

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 %
CAN
376
Cetera Advisor Networks
California
$1.54M +$666K +4,160 +76%
PAG
377
Private Advisor Group
New Jersey
$1.53M +$14.9K +93 +1%
IAA
378
Independent Advisor Alliance
North Carolina
$1.52M -$5.93K -37 -0.4%
RFC
379
Regions Financial Corp
Alabama
$1.51M -$3.52M -21,975 -70%
BCM
380
Boltwood Capital Management
California
$1.51M -$42.4K -265 -3%
CA
381
Cullinan Associates
Kentucky
$1.49M -$144K -900 -9%
DILIC
382
Dai-ichi Life Insurance Company
Japan
$1.48M – – –
SIA
383
SeaBridge Investment Advisors
New Jersey
$1.47M -$290K -1,812 -16%
SAM
384
Shell Asset Management
Netherlands
$1.47M -$88.1K -550 -6%
PFO
385
Pathstone Family Office
New Jersey
$1.47M +$424K +2,372 +41%
NEAM
386
New England Asset Management
Connecticut
$1.46M +$64K +400 +5%
SACTSONJ
387
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.44M – – –
ASN
388
Advisory Services Network
Georgia
$1.44M +$290K +1,809 +25%
CG
389
Cutler Group
California
$1.43M -$746K -4,660 -34%
FCM
390
Fortis Capital Management
Washington
$1.41M +$62.3K +389 +5%
Vontobel Holding
391
Vontobel Holding
Switzerland
$1.41M -$355K -2,214 -20%
PCMU
392
Paragon Capital Management (Utah)
Utah
$1.38M +$1.38M +8,625 New
Creative Planning
393
Creative Planning
Kansas
$1.36M +$40.9K +255 +3%
VCM
394
Virtue Capital Management
Tennessee
$1.35M -$16.2K -101 -1%
RCM
395
Radnor Capital Management
Pennsylvania
$1.33M +$420K +2,620 +46%
AIA
396
AIMZ Investment Advisors
California
$1.33M – – –
NEI
397
Northwest & Ethical Investments
Ontario, Canada
$1.32M – – –
HWAM
398
Hennion & Walsh Asset Management
New Jersey
$1.27M +$266K +1,663 +27%
AIP
399
Ameritas Investment Partners
Nebraska
$1.26M – – –
TNBTD
400
Trustmark National Bank Trust Department
Mississippi
$1.25M +$137K +854 +12%
14 15
16
17 18