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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 %
KFP
576
KB Financial Partners
New Jersey
$307K +$103K +646 +51%
FMAEN1
577
Fund Management at Engine No 1
California
$305K +$305K +1,905 New
CA
578
Cetera Advisors
Colorado
$301K +$301K +1,880 New
MCM
579
MAI Capital Management
Ohio
$300K +$4.16K +26 +1%
Bessemer Group
580
Bessemer Group
New Jersey
$300K +$35K +219 +13%
JFGIW
581
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$299K -$16K -100 -5%
BAM
582
Byrne Asset Management
New Jersey
$297K -$105K -653 -26%
BP
583
Ballentine Partners
Massachusetts
$297K +$297K +1,857 New
SIM
584
Sentry Investment Management
Wisconsin
$294K -$49.5K -309 -14%
AWS
585
Atria Wealth Solutions
New York
$291K +$291K +1,819 New
CI
586
Conning Inc
Connecticut
$285K -$67.3K -420 -19%
NIMI
587
Natixis Investment Managers International
France
$285K +$285K +1,782 New
EWM
588
Evermay Wealth Management
Virginia
$284K -$16K -100 -5%
CWM
589
Cedar Wealth Management
California
$282K -$546K -3,415 -66%
FIM
590
Freedom Investment Management
Connecticut
$280K -$54.6K -341 -16%
MHS
591
M Holdings Securities
Oregon
$277K +$277K +1,728 New
ECM
592
Evergreen Capital Management
Washington
$275K +$17.4K +109 +7%
LA
593
LexAurum Advisors
Kansas
$273K – – –
CCM
594
Coldstream Capital Management
Washington
$272K -$78.4K -490 -22%
FSA
595
Franklin Street Advisors
North Carolina
$272K – – –
JSC
596
Jackson Square Capital
California
$270K +$270K +1,687 New
EWM
597
Evercore Wealth Management
New York
$268K +$268K +1,675 New
TC
598
Telemus Capital
Michigan
$267K +$267K +1,666 New
GIA
599
Gateway Investment Advisers
Ohio
$265K +$26.4K +165 +11%
AC
600
Annandale Capital
Texas
$264K -$17.4K -109 -6%
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