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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 %
CCA
601
Checchi Capital Advisers
California
$262K +$15.9K +99 +6%
CA
602
Crewe Advisors
Utah
$262K +$124K +775 +90%
NW
603
NewEdge Wealth
Pennsylvania
$262K +$262K +1,635 New
CWM
604
Calamos Wealth Management
Illinois
$261K +$261K +1,630 New
CC
605
Centiva Capital
New York
$260K +$260K +1,621 New
ZCA
606
Zeke Capital Advisors
Pennsylvania
$256K +$256K +1,596 New
SIA
607
Schechter Investment Advisors
Michigan
$256K +$256K +1,597 New
CPA
608
Capital Planning Advisors
California
$252K +$4.01K +25 +2%
WMA
609
West Michigan Advisors
Michigan
$248K +$640 +4 +0.3%
KA
610
Kovack Advisors
Florida
$248K +$248K +1,549 New
BG
611
Bollard Group
Massachusetts
$246K – – –
TYCC
612
Texas Yale Capital Corp
Florida
$243K +$243K +1,515 New
OSAM
613
O'Shaughnessy Asset Management
Connecticut
$240K +$240K +1,501 New
PTC
614
Private Trust Company
Ohio
$238K -$28.6K -179 -11%
AAS
615
Avantax Advisory Services
Texas
$237K +$237K +1,481 New
DAS
616
Dynamic Advisor Solutions
Arizona
$236K -$993K -6,212 -81%
MAM
617
Meeder Asset Management
Ohio
$236K +$236K +1,472 New
UCFA
618
United Capital Financial Advisors
Texas
$234K +$234K +1,459 New
FG
619
Fiduciary Group
Georgia
$232K -$1.56K -10 -0.7%
MWM
620
Meridian Wealth Management
Kentucky
$232K +$232K +1,450 New
CA
621
Calton & Associates
Florida
$229K -$44.1K -276 -16%
P
622
Pitcairn
Pennsylvania
$227K -$15.4K -96 -6%
Los Angeles Capital Management
623
Los Angeles Capital Management
California
$225K -$363K -2,264 -62%
DWA
624
Douglass Winthrop Advisors
New York
$224K +$224K +1,400 New
SS
625
Simplicity Solutions
Minnesota
$222K +$222K +1,388 New
23 24
25
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