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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 %
VCM
651
Versant Capital Management
Arizona
$65K – – –
Koshinski Asset Management
652
Koshinski Asset Management
Illinois
$63.8K +$59.2K +421 +1,276%
HWA
653
Heritage Wealth Advisors
Virginia
$61K +$28.1K +200 +85%
ME
654
McIlrath & Eck
Washington
$60K +$49.3K +350 +461%
AG
655
AIA Group
Hong Kong
$58K +$58K +416 New
FAG
656
Fortitude Advisory Group
Washington
$58K +$58K +417 New
FCB
657
First Command Bank
Texas
$57K – – –
FFWM
658
Future Financial Wealth Management
Ohio
$56K +$56K +400 New
UB
659
UMB Bank
Missouri
$54K +$54K +384 New
HI
660
Harbour Investments
Wisconsin
$52K -$315K -2,249 -86%
WT
661
Washington Trust
Rhode Island
$52K -$2.52K -18 -5%
RFA
662
Reilly Financial Advisors
California
$51K -$88.3K -634 -63%
TC
663
Tacita Capital
Ontario, Canada
$51K +$51K +360 New
FFA
664
Freedman Financial Associates
Massachusetts
$44K – – –
LCM
665
Logan Capital Management
Pennsylvania
$44K – – –
CT
666
Cambridge Trust
Massachusetts
$44K +$44K +312 New
SC
667
Stephens Consulting
Michigan
$42.2K +$42.2K +300 New
BAM
668
Baldrige Asset Management
Pennsylvania
$42K – – –
APP
669
Alpha Paradigm Partners
Illinois
$40K -$251K -1,789 -86%
DTIM
670
Danda Trouve Investment Management
Kansas
$34K +$34K +243 New
CFO
671
CVA Family Office
Colorado
$33K +$33K +235 New
HDIM
672
Hanson & Doremus Investment Management
Vermont
$32K +$32K +225 New
C
673
Covestor
United Kingdom
$32K +$32K +229 New
MTIC
674
Missouri Trust & Investment Company
Missouri
$31K +$31K +223 New
LWCFA
675
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$30K – – –
25 26
27
28 29