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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 %
CAM
501
Cidel Asset Management
Ontario, Canada
$482K – – –
XT
502
XTX Topco
Cayman Islands
$480K +$480K +2,995 New
ST
503
Smithfield Trust
Pennsylvania
$475K -$152K -950 -24%
Rockefeller Capital Management
504
Rockefeller Capital Management
New York
$473K +$237K +1,484 +100%
QAM
505
Q3 Asset Management
Michigan
$471K +$471K +2,922 New
BA
506
Bridgewater Advisors
New York
$467K +$10.6K +66 +2%
SC
507
SouthState Corp
Florida
$466K -$28K -175 -6%
KCM
508
KRS Capital Management
Michigan
$458K – – –
GHA
509
GW Henssler & Associates
Georgia
$457K – – –
1W
510
1776 Wealth
Georgia
$452K – – –
FIM
511
Fernwood Investment Management
Massachusetts
$448K – – –
DADC
512
D.A. Davidson & Co
Montana
$445K +$187K +1,169 +73%
LCP
513
Legacy Capital Partners
Wisconsin
$437K – – –
WMG
514
WESCAP Management Group
California
$437K – – –
ZB
515
Zions Bancorporation
Utah
$436K +$428K +2,672 +5,567%
SS
516
Sunbelt Securities
Texas
$432K – – –
EWM
517
Empirical Wealth Management
Washington
$429K -$308K -1,922 -42%
TMAM
518
Tokio Marine Asset Management
Japan
$427K – – –
CQS
519
Credential Qtrade Securities
$425K +$20K +125 +5%
WI
520
Wahed Invest
New York
$420K -$7.05K -44 -2%
1SB
521
1ST Source Bank
Indiana
$416K – – –
SW
522
SVB Wealth
Massachusetts
$416K +$71.3K +445 +21%
STA
523
Summit Trail Advisors
New York
$413K +$413K +2,578 New
EFM
524
E Fund Management
China
$411K -$10.6K -66 -3%
EI
525
Ethic Inc
New York
$409K +$15.1K +94 +4%
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