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Dollar Tree
DLTR

Overview Fund Activity

831 hedge funds and large institutions have $33.4B invested in Dollar Tree in 2022 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 278 increasing their positions, 320 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
831
Holders Change
+19
Holders Change %
+2.34%
% of All Funds
14.05%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.49%
New
113
Increased
278
Reduced
320
Closed
81
Calls
$805M
Puts
$910M
Net Calls
-$105M
Net Calls Change
-$183M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.6B
2
Winslow Capital Management
Winslow Capital Management
Minnesota
$550M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$568M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$180M
5
BlackRock
BlackRock
New York
$2.64B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$543M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
$306M
3
Goldman Sachs
Goldman Sachs
New York
$141M
4
Franklin Resources
Franklin Resources
California
$493M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.62B
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
476
Landscape Capital Management
New Jersey
$682K +$682K +4,374 New
ARC
477
Advisor Resource Council
Texas
$679K +$679K +4,362 New
SWM
478
Sendero Wealth Management
Texas
$673K -$12.5K -80 -2%
DGAM
479
Desjardins Global Asset Management
Quebec, Canada
$671K -$331K -2,126 -33%
AIM
480
Anchor Investment Management
South Carolina
$670K – – –
BBA
481
Baader Bank Aktiengesellschaft
Germany
$667K -$332K -2,130 -33%
BMSSC
482
B. Metzler seel. Sohn & Co
Germany
$662K – – –
OC
483
Oppenheimer & Co
New York
$657K +$657K +4,218 New
TI
484
Tidal Investments
Wisconsin
$654K -$352K -2,260 -35%
RSWM
485
Robertson Stephens Wealth Management
California
$650K +$271K +1,738 +71%
AG
486
Algert Global
California
$647K +$647K +4,153 New
ABLA
487
Alan B. Lancz & Associates
Ohio
$645K -$16.5K -100 -3%
LNC
488
Lincoln National Corp
Pennsylvania
$639K -$21.5K -138 -3%
CWM
489
Chemistry Wealth Management
New York
$632K +$47.6K +305 +8%
NLP
490
Next Level Private
New York
$632K +$632K +4,052 New
E
491
Ergoteles
New York
$610K +$610K +3,916 New
SWM
492
SeaCrest Wealth Management
New York
$609K -$20.4K -131 -3%
SFI
493
Siemens Fonds Invest
Germany
$592K -$21K -135 -3%
GIA
494
Gateway Investment Advisers
Ohio
$586K +$328K +2,105 +127%
SC
495
SouthState Corp
Florida
$583K +$130K +831 +29%
AIM
496
Aspen Investment Management
Michigan
$582K +$582K +3,734 New
Citadel Advisors
497
Citadel Advisors
Florida
$563K -$14.2M -91,136 -96%
KLC
498
Knowledge Leaders Capital
Colorado
$563K -$59.8K -384 -10%
ICM
499
IMS Capital Management
Oregon
$557K – – –
SWP
500
Stratos Wealth Partners
Ohio
$554K -$102K -655 -16%
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