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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 %
RIL
426
Rothschild Investment LLC
Illinois
$1.02M -$800 -5 -0.1%
GGHC
427
Gilder Gagnon Howe & Co
New York
$989K +$468K +2,923 +90%
Ensign Peak Advisors
428
Ensign Peak Advisors
Utah
$972K -$13.5M -84,569 -93%
Northwestern Mutual Wealth Management
429
Northwestern Mutual Wealth Management
Wisconsin
$966K -$188K -1,173 -16%
ERSOT
430
Employees Retirement System of Texas
Texas
$961K -$320K -2,000 -25%
AIL
431
AGF Investments LLC
Ontario, Canada
$961K +$961K +5,999 New
FFA
432
First Foundation Advisors
California
$957K -$561K -3,499 -37%
KAS
433
Kestra Advisory Services
Texas
$935K -$132K -826 -12%
MA
434
Montag & Associates
Georgia
$907K -$65.2K -407 -7%
BBVA
435
Banco Bilbao Vizcaya Argentaria
Spain
$905K -$49.5K -313 -5%
AWM
436
AE Wealth Management
Kansas
$904K -$12.3K -77 -1%
SP
437
Symmetry Partners
Connecticut
$897K – – –
ECM
438
Everence Capital Management
Indiana
$897K +$255K +1,590 +40%
NAM
439
NorthCrest Asset Manangement
Minnesota
$892K +$27.2K +170 +3%
SW
440
Solidarity Wealth
Utah
$879K +$879K +5,113 New
CPO
441
Cerity Partners OCIO
New York
$862K – – –
RIM
442
Redpoint Investment Management
Australia
$833K – – –
CIR
443
Clear Investment Research
Georgia
$833K – – –
IAA
444
Ironsides Asset Advisors
North Carolina
$810K -$125K -780 -13%
RCA
445
Resonant Capital Advisors
Wisconsin
$803K -$23.4K -147 -3%
BAMF
446
BI Asset Management Fondsmaeglerselskab
Denmark
$797K +$797K +4,979 New
SAM
447
S.A. Mason
Michigan
$772K -$11.1K -69 -1%
AP
448
Advisor Partners
California
$769K +$19.2K +120 +3%
WB
449
WesBanco Bank
West Virginia
$759K -$35.9K -224 -5%
LWAC
450
Laurel Wealth Advisors (California)
California
$757K -$2.72K -17 -0.4%
16 17
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