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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 %
PRC
501
Pearl River Capital
Michigan
$552K +$552K +3,543 New
VC
502
Veracity Capital
Georgia
$551K +$55.2K +354 +11%
LWAC
503
Laurel Wealth Advisors (California)
California
$548K -$187K -1,204 -25%
IAA
504
Ironsides Asset Advisors
North Carolina
$547K -$241K -1,545 -31%
WA
505
Wealth Alliance
New York
$546K +$7.48K +48 +1%
Cetera Investment Advisers
506
Cetera Investment Advisers
Illinois
$546K +$57.5K +369 +12%
RP
507
Riverwater Partners
Wisconsin
$539K +$539K +3,461 New
PCM
508
Parsons Capital Management
Rhode Island
$538K -$13.1K -84 -2%
PWW
509
Pettyjohn Wood & White
Virginia
$537K +$537K +3,445 New
AFAS
510
Acorn Financial Advisory Services
Virginia
$532K -$58.1K -373 -10%
Rockefeller Capital Management
511
Rockefeller Capital Management
New York
$530K +$69.4K +446 +15%
ZB
512
Zions Bancorporation
Utah
$522K +$98.2K +630 +23%
MWM
513
Modera Wealth Management
New Jersey
$515K -$2.03K -13 -0.4%
TMAM
514
Tokio Marine Asset Management
Japan
$511K +$95.8K +615 +23%
Simplex Trading
515
Simplex Trading
Illinois
$501K +$501K +3,217 New
HI
516
Horizon Investments
North Carolina
$490K +$137K +877 +39%
MGP
517
Metis Global Partners
California
$485K -$69.2K -444 -12%
Axa
518
Axa
France
$479K -$228K -1,466 -32%
CAM
519
Cidel Asset Management
Ontario, Canada
$469K – – –
FFA
520
First Foundation Advisors
California
$458K -$472K -3,033 -51%
EARNEST Partners
521
EARNEST Partners
Georgia
$449K -$55.8K -358 -11%
IC
522
Intersect Capital
California
$449K +$105K +672 +30%
GSC
523
Ground Swell Capital
South Carolina
$445K +$445K +2,857 New
BA
524
Bridgewater Advisors
New York
$444K -$10.3K -66 -2%
CI
525
Cigna Investments
Connecticut
$440K -$177K -1,132 -29%
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