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Dollar Tree
DLTR

Overview Fund Activity

831 hedge funds and large institutions have $33.4B invested in Dollar Tree in 2022 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 278 increasing their positions, 320 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
831
Holders Change
+19
Holders Change %
+2.34%
% of All Funds
14.05%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.49%
New
113
Increased
278
Reduced
320
Closed
81
Calls
$805M
Puts
$910M
Net Calls
-$105M
Net Calls Change
-$183M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.6B
2
Winslow Capital Management
2
Winslow Capital Management
Minnesota
$550M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$568M
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$180M
5
BlackRock
5
BlackRock
New York
$2.64B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$543M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$306M
3
Goldman Sachs
3
Goldman Sachs
New York
$141M
4
Franklin Resources
4
Franklin Resources
California
$493M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.62B
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
601
Crewe Advisors
Utah
$294K +$39.7K +255 +16%
TYCC
602
Texas Yale Capital Corp
Florida
$291K +$54.6K +350 +23%
SGI
603
Summit Global Investments
Utah
$288K -$1.8M -11,544 -86%
MAM
604
Meeder Asset Management
Ohio
$282K +$52.5K +337 +23%
MWM
605
Meridian Wealth Management
Kentucky
$281K +$55.1K +354 +24%
TFA
606
Transamerica Financial Advisors
Florida
$277K +$277K +1,772 New
CI
607
Conning Inc
Connecticut
$275K -$1.87K -12 -0.7%
PL
608
Pluribus Labs
California
$274K +$274K +1,761 New
EWM
609
Evermay Wealth Management
Virginia
$273K -$3.9K -25 -1%
KFP
610
KB Financial Partners
New Jersey
$269K -$29.4K -189 -10%
LA
611
LexAurum Advisors
Kansas
$267K +$625 +4 +0.2%
FWM
612
Fairhaven Wealth Management
Illinois
$266K +$266K +1,707 New
MCM
613
MAI Capital Management
Ohio
$264K -$27.9K -179 -10%
BAM
614
Byrne Asset Management
New Jersey
$264K -$24.9K -160 -9%
FSA
615
Franklin Street Advisors
North Carolina
$264K – – –
FIM
616
Freedom Investment Management
Connecticut
$261K -$11.4K -73 -4%
EWM
617
Evercore Wealth Management
New York
$261K – – –
WANY
618
Wealthspire Advisors (New York)
New York
$258K +$258K +1,653 New
AC
619
Annandale Capital
Texas
$257K – – –
HAG
620
HighPoint Advisor Group
Illinois
$255K +$255K +1,540 New
WTA
621
Washington Trust Advisors
Massachusetts
$250K +$42.8K +275 +21%
LWM
622
Laidlaw Wealth Management
New York
$249K -$62.4K -400 -20%
PFGIA
623
Patriot Financial Group Insurance Agency
Massachusetts
$249K +$33.5K +215 +16%
ESCM
624
Echo Street Capital Management
New York
$249K +$249K +1,597 New
UCFA
625
United Capital Financial Advisors
Texas
$248K +$21K +135 +9%
23 24
25
26 27