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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 %
CA
676
Clearstead Advisors
Ohio
$79K -$94.5K -593 -54%
Koshinski Asset Management
677
Koshinski Asset Management
Illinois
$78.2K +$5.45K +34 +7%
RTC
678
Riverview Trust Company
Washington
$78K +$21.2K +133 +37%
AssetMark Inc
679
AssetMark Inc
California
$77K – – –
VCM
680
Versant Capital Management
Arizona
$74K – – –
SOW
681
State of Wyoming
Wyoming
$72K +$72K +451 New
HWA
682
Heritage Wealth Advisors
Virginia
$70K – – –
ME
683
McIlrath & Eck
Washington
$68K – – –
AG
684
AIA Group
Hong Kong
$67K – – –
PFBT
685
Parkside Financial Bank & Trust
Missouri
$67K +$37.6K +236 +128%
CYG
686
Clean Yield Group
Vermont
$64K -$16K -100 -20%
FFWM
687
Future Financial Wealth Management
Ohio
$64K – – –
C
688
Covestor
United Kingdom
$64K +$27.5K +173 +76%
GRP
689
Global Retirement Partners
California
$64K +$64K +489 New
CFB
690
Cullen/Frost Bankers
Texas
$62K -$22.1K -137 -26%
UB
691
UMB Bank
Missouri
$62K – – –
SIC
692
Salem Investment Counselors
North Carolina
$60K -$95.1K -593 -61%
TC
693
Tacita Capital
Ontario, Canada
$58K – – –
WT
694
Washington Trust
Rhode Island
$57K -$2.91K -18 -5%
LCM
695
Logan Capital Management
Pennsylvania
$50K – – –
DFCM
696
Dark Forest Capital Management
Puerto Rico
$50K +$42.1K +267 +534%
FFA
697
Freedman Financial Associates
Massachusetts
$49K – – –
SC
698
Stephens Consulting
Michigan
$48K – – –
BAM
699
Baldrige Asset Management
Pennsylvania
$41K -$6.17K -39 -13%
GWS
700
Glassman Wealth Services
Virginia
$40K +$5.92K +37 +17%
26 27
28
29 30