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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 %
WT
676
Whittier Trust
California
$30K – – –
GWS
677
Glassman Wealth Services
Virginia
$30K +$8.73K +62 +41%
CTB
678
Country Trust Bank
Illinois
$28K – – –
ATC
679
Adirondack Trust Company
New York
$28K – – –
SSB
680
Sandy Spring Bank
Maryland
$28K +$14.1K +100 +102%
AF
681
Allworth Financial
California
$28K +$24.2K +170 +630%
FNBOSM
682
First National Bank of South Miami
Florida
$27K -$42.6K -300 -61%
LC
683
Lindbrook Capital
California
$27K +$6.58K +47 +32%
PFBT
684
Parkside Financial Bank & Trust
Missouri
$26K +$9.61K +68 +59%
SC
685
Seldon Capital
California
$26K +$26K +186 New
Manulife (Manufacturers Life Insurance)
686
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.8K -$6.4K -45,540 -20%
PWMG
687
Prestige Wealth Management Group
New Jersey
$25K +$3.32K +24 +15%
CSWM
688
Cassady Schiller Wealth Management
Ohio
$24K +$24K +171 New
DAC
689
Dividend Assets Capital
South Carolina
$21K – – –
CFN
690
Cordasco Financial Network
Florida
$21K – – –
TAIM
691
TD Ameritrade Investment Management
Nebraska
$21K +$16.7K +120 +387%
RIA
692
Richwood Investment Advisors
Ohio
$21K +$21K +150 New
TWA
693
TCI Wealth Advisors
Arizona
$19K +$12K +85 +170%
BWM
694
BerganKDV Wealth Management
Minnesota
$18K -$432 -3 -2%
FMII
695
Farmers & Merchants Investments Inc
Nebraska
$18K – – –
AA
696
AlphaMark Advisors
Kentucky
$18K – – –
TCOV
697
Trust Company of Vermont
Vermont
$18K +$18K +125 New
PMFA
698
Plante Moran Financial Advisors
Michigan
$18K +$18K +127 New
ZIG
699
Zullo Investment Group
Pennsylvania
$18K +$18K +128 New
SIC
700
SJS Investment Consulting
Ohio
$18K +$18K +131 New
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