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Dollar Tree
DLTR

Overview Fund Activity

791 hedge funds and large institutions have $31.1B invested in Dollar Tree in 2021 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 198 increasing their positions, 304 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
791
Holders Change
+100
Holders Change %
+14.47%
% of All Funds
12.22%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.31%
New
180
Increased
198
Reduced
304
Closed
74
Calls
$504M
Puts
$530M
Net Calls
-$25.7M
Net Calls Change
-$222M

Top Buyers

1
Nomura Holdings
Nomura Holdings
Japan
+$2.26B
2
EIG
EdgePoint Investment Group
Ontario, Canada
+$646M
3
Capital World Investors
Capital World Investors
California
+$554M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$444M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$375M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$234M
2
Macquarie Group
Macquarie Group
Australia
-$203M
3
Lazard Asset Management
Lazard Asset Management
New York
-$185M
4
FMI
Fiduciary Management Inc
Wisconsin
-$183M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
576
MAI Capital Management
Ohio
$260K -$97K -689 -27%
GTCM
577
Gyon Technologies Capital Management
New Jersey
$260K +$260K +1,852 New
RSWM
578
Robertson Stephens Wealth Management
California
$257K +$257K +1,834 New
HIC
579
Holderness Investments Company
North Carolina
$256K +$256K +1,825 New
KP
580
Keel Point
Alabama
$253K +$253K +1,804 New
WG
581
Winton Group
United Kingdom
$251K -$1.39M -9,902 -85%
AC
582
Annandale Capital
Texas
$247K -$1.18M -8,381 -83%
FFM
583
Forum Financial Management
Illinois
$247K +$247K +1,755 New
AC
584
ASB Consultores
Florida
$246K +$246K +1,748 New
HI
585
Horizon Investments
North Carolina
$246K +$246K +1,751 New
LA
586
LexAurum Advisors
Kansas
$240K +$240K +1,706 New
CA
587
Calton & Associates
Florida
$240K +$240K +1,710 New
GT
588
Greenleaf Trust
Michigan
$239K +$239K +1,703 New
FSA
589
Franklin Street Advisors
North Carolina
$238K -$102K -724 -30%
GCP
590
GSA Capital Partners
United Kingdom
$238K +$238K +1,695 New
SCP
591
Silverleafe Capital Partners
Tennessee
$235K -$118K -839 -33%
PTC
592
Private Trust Company
Ohio
$234K +$234K +1,668 New
Bessemer Group
593
Bessemer Group
New Jersey
$233K +$23.9K +170 +11%
ECM
594
Evergreen Capital Management
Washington
$226K -$2.69M -19,127 -92%
DADC
595
D.A. Davidson & Co
Montana
$226K +$226K +1,607 New
WMA
596
West Michigan Advisors
Michigan
$217K +$217K +1,545 New
CPA
597
Capital Planning Advisors
California
$217K +$217K +1,546 New
BG
598
Bollard Group
Massachusetts
$216K – – –
CCA
599
Checchi Capital Advisers
California
$216K +$216K +1,534 New
EN1L
600
Engine No 1 LLC
California
$216K +$216K +1,540 New
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