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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 %
AWM
601
Aries Wealth Management
Maine
$215K +$215K +1,527 New
P
602
Pitcairn
Pennsylvania
$212K +$212K +1,512 New
ER
603
Enlightenment Research
Florida
$211K -$110K -781 -34%
MC
604
Machina Capital
France
$211K +$211K +1,500 New
GIA
605
Gateway Investment Advisers
Ohio
$210K +$210K +1,491 New
FG
606
Fiduciary Group
Georgia
$210K +$210K +1,495 New
Rockefeller Capital Management
607
Rockefeller Capital Management
New York
$207K -$10.7K -76 -5%
TM
608
Titan Managers
Arizona
$202K +$202K +1,441 New
NIPH
609
NN Investment Partners Holdings
Netherlands
$197K +$197K +1,400 New
GEA
610
Glen Eagle Advisors
New Jersey
$192K -$20.2K -144 -10%
APF
611
Alaska Permanent Fund
Alaska
$183K +$183K +1,394 New
IA
612
IFP Advisors
Florida
$182K -$2K -14 -1%
CM
613
Caption Management
Oklahoma
$182K +$182K +1,300 New
KFP
614
KB Financial Partners
New Jersey
$179K +$179K +1,271 New
PK
615
Pflug Koory
Nebraska
$175K +$29.5K +210 +20%
LS
616
Livforsakringsbolaget Skandia
Sweden
$170K -$224K -1,600 -57%
CA
617
Clearstead Advisors
Ohio
$153K +$8.99K +64 +6%
CWP
618
Concord Wealth Partners
Virginia
$153K +$33.2K +236 +28%
PA
619
Parallel Advisors
California
$152K +$29.2K +207 +24%
GA
620
GraniteShares Advisors
New York
$149K +$149K +1,062 New
SC
621
Solstein Capital
California
$148K +$148K +1,050 New
GWM
622
Geneos Wealth Management
Colorado
$146K – – –
PFGIA
623
Patriot Financial Group Insurance Agency
Massachusetts
$142K +$4.64K +33 +3%
CWS
624
Confluence Wealth Services
Pennsylvania
$139K +$139K +996 New
FIA
625
FNY Investment Advisers
New York
$137K +$129K +928 +1,719%
23 24
25
26 27