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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 %
PFGIA
626
Patriot Financial Group Insurance Agency
Massachusetts
$221K +$59.5K +372 +37%
AC
627
ASB Consultores
Florida
$220K -$59.5K -372 -21%
PM
628
Parametrica Management
Hong Kong
$220K +$220K +1,372 New
GEA
629
Glen Eagle Advisors
New Jersey
$219K – – –
PWPS
630
Pinnacle Wealth Planning Services
Ohio
$217K +$217K +1,354 New
WS
631
Wedbush Securities
California
$215K +$215K +1,340 New
WTA
632
Washington Trust Advisors
Massachusetts
$213K +$211K +1,319 +10,146%
KPW
633
Kore Private Wealth
New York
$212K +$212K +1,322 New
FCI
634
Financial Counselors Inc
Kansas
$211K +$211K +1,320 New
GF
635
Gabelli Funds
New York
$208K +$208K +1,300 New
BFA
636
Beaumont Financial Advisors
Massachusetts
$207K +$207K +1,294 New
APF
637
Alaska Permanent Fund
Alaska
$206K -$17.6K -110 -8%
DY
638
Dowling & Yahnke
California
$204K +$204K +1,275 New
SC
639
Sepio Capital
Utah
$202K +$202K +1,260 New
GJIC
640
Gamble Jones Investment Counsel
California
$201K +$201K +1,255 New
PK
641
Pflug Koory
Nebraska
$200K – – –
CAM
642
Cozad Asset Management
Illinois
$200K +$200K +1,249 New
RB
643
Renasant Bank
Mississippi
$200K +$200K +1,251 New
PAG
644
Paladin Advisory Group
Iowa
$191K +$191K +1,203 New
IA
645
IFP Advisors
Florida
$186K +$117K +2,153 +169%
Bank Julius Baer & Co
646
Bank Julius Baer & Co
Switzerland
$174K -$925K -5,771 -84%
CWP
647
Concord Wealth Partners
Virginia
$171K -$3.2K -20 -2%
FIA
648
FNY Investment Advisers
New York
$169K +$12.3K +77 +8%
GWM
649
Geneos Wealth Management
Colorado
$166K – – –
SSG
650
Summit Securities Group
New York
$163K +$163K +1,017 New
24 25
26
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