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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 %
LNWWM
451
Laird Norton Wetherby Wealth Management
California
$753K +$24.2K +151 +3%
BSW
452
Buckingham Strategic Wealth
Missouri
$743K +$8.32K +52 +1%
SF
453
SBK Financial
Virginia
$731K -$1.31M -8,148 -64%
Axa
454
Axa
France
$727K -$480 -3 -0.1%
CA
455
Crumly & Associates
Illinois
$726K -$18.2K -114 -2%
HMS
456
Hanseatic Management Services
New Mexico
$723K +$33.3K +208 +5%
EF
457
Empirical Finance
Pennsylvania
$717K +$75K +468 +12%
MA
458
Mutual Advisors
Nebraska
$710K +$710K +4,435 New
William Blair & Company
459
William Blair & Company
Illinois
$708K -$7.37K -46 -1%
CW
460
Connectus Wealth
Ohio
$706K -$156K -1,107 -18%
SWM
461
Sendero Wealth Management
Texas
$704K +$39.2K +245 +6%
AIM
462
Anchor Investment Management
South Carolina
$688K -$15.2K -95 -2%
GP
463
Greenline Partners
New York
$684K -$239K -1,496 -26%
BMSSC
464
B. Metzler seel. Sohn & Co
Germany
$680K – – –
LNC
465
Lincoln National Corp
Pennsylvania
$679K +$212K +1,320 +45%
SWP
466
Stratos Wealth Partners
Ohio
$674K +$102K +639 +18%
DACS
467
Dymon Asia Capital (Singapore)
Singapore
$664K -$677K -4,232 -51%
SWM
468
SeaCrest Wealth Management
New York
$646K +$22.4K +140 +4%
ABLA
469
Alan B. Lancz & Associates
Ohio
$641K – – –
KLC
470
Knowledge Leaders Capital
Colorado
$640K – – –
PCM
471
Prelude Capital Management
New York
$639K -$75.6K -472 -11%
IC
472
IEQ Capital
California
$638K +$92.7K +579 +17%
CI
473
Cigna Investments
Connecticut
$633K -$190K -1,187 -23%
SFI
474
Siemens Fonds Invest
Germany
$630K – – –
EGM
475
Engineers Gate Manager
New York
$618K -$959K -5,991 -61%
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