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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 %
DHGWA
476
Dixon Hughes Goodman Wealth Advisors
North Carolina
$607K +$591K +3,691 +3,691%
AFAS
477
Acorn Financial Advisory Services
Virginia
$606K -$111K -693 -15%
CWM
478
Chemistry Wealth Management
New York
$600K +$600K +3,747 New
Macquarie Group
479
Macquarie Group
Australia
$599K -$82.3K -513,903 -12%
AIP
480
Ahrens Investment Partners
Louisiana
$592K +$573K +3,578 +3,084%
SC
481
Scotia Capital
Ontario, Canada
$584K -$857K -5,349 -59%
WP
482
WealthShield Partners
North Carolina
$584K +$584K +3,647 New
PP
483
Paloma Partners
Connecticut
$574K +$236K +1,472 +70%
ICM
484
IMS Capital Management
Oregon
$572K -$59.4K -371 -9%
VI
485
Vestcor Inc
New Brunswick, Canada
$570K -$354K -2,209 -38%
MGP
486
Metis Global Partners
California
$570K +$245K +1,531 +76%
IRF
487
IBM Retirement Fund
New York
$569K -$51.5K -321 -8%
PCM
488
Parsons Capital Management
Rhode Island
$566K -$2.24K -14 -0.4%
Tudor Investment Corp
489
Tudor Investment Corp
Connecticut
$563K -$3.42M -21,329 -86%
WA
490
Wealth Alliance
New York
$553K +$4.48K +28 +0.8%
FTDI
491
First Trust Direct Indexing
Massachusetts
$546K +$26.7K +167 +5%
PSUF
492
People's United Financial
Connecticut
$538K +$538K +3,362 New
RJT
493
Raymond James Trust
Florida
$534K +$143K +892 +37%
MWM
494
Modera Wealth Management
New Jersey
$531K -$284K -1,776 -35%
TFA
495
Toth Financial Advisory
Virginia
$531K +$531K +3,314 New
EARNEST Partners
496
EARNEST Partners
Georgia
$519K -$15.1M -93,999 -97%
VC
497
Veracity Capital
Georgia
$509K -$61.4K -384 -11%
GSIS
498
Global Strategic Investment Solutions
Arizona
$504K – – –
Cetera Investment Advisers
499
Cetera Investment Advisers
Illinois
$502K -$1.11M -6,959 -69%
CSPIA
500
Cary Street Partners Investment Advisory
Virginia
$495K -$64.1K -400 -11%
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