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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 %
SPA
626
Shore Point Advisors
New Jersey
$137K +$137K +974 New
BAM
627
Belpointe Asset Management
Nevada
$136K +$136K +962 New
SIC
628
Salem Investment Counselors
North Carolina
$136K +$136K +967 New
KFI
629
Key Financial Inc
Pennsylvania
$129K – – –
CA
630
Crewe Advisors
Utah
$121K +$54.2K +385 +81%
Acadian Asset Management
631
Acadian Asset Management
Massachusetts
$110K – – –
EWA
632
EverSource Wealth Advisors
Alabama
$109K +$109K +775 New
NFG
633
Next Financial Group
Texas
$108K +$4.35K +31 +4%
MHR
634
Matthew Hamilton Rosenberg
$107K – – –
NSIM
635
North Star Investment Management
Illinois
$100K – – –
First Manhattan
636
First Manhattan
New York
$98K – – –
RIM
637
Rockbridge Investment Management
New York
$93K – – –
LWA
638
Lenox Wealth Advisors
New York
$84K – – –
FCFS
639
First Command Financial Services
Texas
$84K – – –
CTC
640
Central Trust Company
Missouri
$82K +$2.81K +20 +4%
HCP
641
Hexagon Capital Partners
Arkansas
$82K +$55.2K +394 +206%
JIR
642
James Investment Research
Ohio
$82K +$82K +580 New
APA
643
American Portfolios Advisors
New York
$79.8K +$2.39K +17 +3%
IPAM
644
ICICI Prudential Asset Management
India
$78K +$78K +555 New
CCA
645
Column Capital Advisors
Indiana
$75K -$11.4K -81 -13%
CFB
646
Cullen/Frost Bankers
Texas
$73K -$837K -5,985 -92%
TPCW
647
TD Private Client Wealth
New York
$71.1K +$4.78K +34 +7%
JWA
648
JFS Wealth Advisors
Pennsylvania
$71K – – –
CYG
649
Clean Yield Group
Vermont
$70K – – –
AssetMark Inc
650
AssetMark Inc
California
$67K +$3.22K +23 +5%
24 25
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