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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 %
WA
651
WestEnd Advisors
North Carolina
$160K -$281 -2 Closed
BAM
652
Belpointe Asset Management
Nevada
$149K -$5.13K -32 -3%
KFI
653
Key Financial Inc
Pennsylvania
$147K – – –
SWM
654
Spire Wealth Management
Virginia
$145K -$927K -5,787 -86%
GLLW
655
Graves Light Lenhart Wealth
Virginia
$139K -$177K -1,104 -56%
PA
656
Parallel Advisors
California
$138K -$34.5K -216 -20%
AWA
657
Aaron Wealth Advisors
Illinois
$138K +$138K +22,100 New
CMBA
658
C.M. Bidwell & Associates
Hawaii
$137K +$137K +856 New
Acadian Asset Management
659
Acadian Asset Management
Massachusetts
$126K – – –
MHR
660
Matthew Hamilton Rosenberg
$122K – – –
JIR
661
James Investment Research
Ohio
$117K +$24K +150 +26%
NSIM
662
North Star Investment Management
Illinois
$114K – – –
First Manhattan
663
First Manhattan
New York
$112K – – –
IPAM
664
ICICI Prudential Asset Management
India
$104K +$14.7K +91 +16%
HCP
665
Hexagon Capital Partners
Arkansas
$102K +$8.03K +50 +9%
FCB
666
First Command Bank
Texas
$96K – – –
FCFS
667
First Command Financial Services
Texas
$96K – – –
APA
668
American Portfolios Advisors
New York
$93.8K +$2.88K +18 +3%
LWA
669
Lenox Wealth Advisors
New York
$89K -$8.15K -50 -8%
JWA
670
JFS Wealth Advisors
Pennsylvania
$87K +$6.25K +39 +8%
CCA
671
Column Capital Advisors
Indiana
$85K -$160 -1 -0.2%
TPCW
672
TD Private Client Wealth
New York
$83.3K +$2.24K +14 +3%
CWC
673
Carolinas Wealth Consulting
North Carolina
$83K +$73.4K +457 +762%
EWA
674
EverSource Wealth Advisors
Alabama
$82K -$42.6K -265 -34%
CTC
675
Central Trust Company
Missouri
$80K -$13.7K -85 -15%
25 26
27
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