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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 %
CAC
701
Core Alternative Capital
Georgia
$40K +$40K +247 New
CFO
702
CVA Family Office
Colorado
$38K – – –
MTIC
703
Missouri Trust & Investment Company
Missouri
$36K – – –
WT
704
Whittier Trust
California
$36K +$1.59K +10 +5%
ETC
705
Exchange Traded Concepts
Oklahoma
$36K +$28.4K +179 +373%
FAG
706
Fortitude Advisory Group
Washington
$35K -$32.3K -200 -48%
AF
707
Allworth Financial
California
$35K +$3.23K +20 +10%
LWCFA
708
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$34K – – –
PCA
709
Providence Capital Advisors
North Carolina
$33K +$16.1K +99 +95%
CTB
710
Country Trust Bank
Illinois
$32K – – –
ATC
711
Adirondack Trust Company
New York
$32K – – –
ACK
712
Andrew C. Karlinski
$32K +$32K +200 New
LC
713
Lindbrook Capital
California
$31K -$325 -2 -1%
Parallax Volatility Advisers
714
Parallax Volatility Advisers
California
$31K +$31K +193 New
SC
715
Seldon Capital
California
$30K – – –
FNBOSM
716
First National Bank of South Miami
Florida
$30K – – –
CT
717
Cambridge Trust
Massachusetts
$29K -$20.2K -128 -41%
PWMG
718
Prestige Wealth Management Group
New Jersey
$29K – – –
WWP
719
WR Wealth Planners
Missouri
$28.5K +$28.5K +178 New
CCA
720
Catalyst Capital Advisors
New York
$25K +$5K +31 +25%
DAC
721
Dividend Assets Capital
South Carolina
$24K – – –
TAIM
722
TD Ameritrade Investment Management
Nebraska
$24K – – –
CFN
723
Cordasco Financial Network
Florida
$24K – – –
TWA
724
TCI Wealth Advisors
Arizona
$22K +$321 +2 +1%
SIC
725
SJS Investment Consulting
Ohio
$22K +$809 +5 +4%
27 28
29
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