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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
+$635M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
+$429M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$311M
5
Capital World Investors
Capital World Investors
California
+$297M

Top Sellers

1
Nomura Holdings
Nomura Holdings
Japan
-$1.84B
2
ACM
AKRE Capital Management
Virginia
-$420M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$287M
4
CWM
CIBC World Markets
New York
-$261M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$242M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
551
Intersect Capital
California
$354K +$641 +4 +0.2%
LS
552
Livforsakringsbolaget Skandia
Sweden
$354K +$160K +1,000 +83%
CIC
553
Cornercap Investment Counsel
Georgia
$353K -$173K -1,078 -33%
BG
554
Bahl & Gaynor
Ohio
$352K – – –
QCG
555
Quadrant Capital Group
Ohio
$351K +$20.7K +129 +6%
FHB
556
First Hawaiian Bank
Hawaii
$349K +$24.9K +156 +8%
WW
557
Westshore Wealth
California
$345K -$48.1K -300 -12%
S
558
SignatureFD
Georgia
$338K +$25K +156 +8%
SFA
559
Sequoia Financial Advisors
Ohio
$336K +$336K +2,096 New
LCM
560
Laurion Capital Management
New York
$336K +$336K +2,100 New
IFWM
561
Institute for Wealth Management
Colorado
$335K -$3.85K -24 -1%
FFM
562
Forum Financial Management
Illinois
$333K +$52.7K +330 +19%
AOWM
563
Alpha Omega Wealth Management
Virginia
$331K – – –
CAM
564
Cresset Asset Management
Illinois
$329K -$29.4K -184 -8%
BFA
565
Bragg Financial Advisors
North Carolina
$324K +$324K +2,020 New
WTC
566
WhitTier Trust Company
Nevada
$323K -$32K -200 -9%
SPP
567
Single Point Partners
Massachusetts
$321K +$321K +2,003 New
WMA
568
Wealth Management Associates
New Jersey
$320K – – –
VAS
569
Vestmark Advisory Solutions
Massachusetts
$320K -$15.5K -97 -5%
SCM
570
Stonebridge Capital Management
California
$320K – – –
BCM
571
Breiter Capital Management
Florida
$320K – – –
LWM
572
Laidlaw Wealth Management
New York
$320K +$320K +1,997 New
HIC
573
Holderness Investments Company
North Carolina
$319K +$26.6K +166 +9%
HIA
574
Harbor Investment Advisory
Maryland
$313K -$333K -2,085 -52%
KP
575
Keel Point
Alabama
$308K +$19.1K +119 +7%
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