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Dollar Tree
DLTR

Overview Fund Activity

831 hedge funds and large institutions have $33.4B invested in Dollar Tree in 2022 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 278 increasing their positions, 320 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
831
Holders Change
+19
Holders Change %
+2.34%
% of All Funds
14.05%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.49%
New
113
Increased
278
Reduced
320
Closed
81
Calls
$805M
Puts
$910M
Net Calls
-$105M
Net Calls Change
-$183M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.6B
2
Winslow Capital Management
2
Winslow Capital Management
Minnesota
$550M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$568M
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$180M
5
BlackRock
5
BlackRock
New York
$2.64B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$543M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$306M
3
Goldman Sachs
3
Goldman Sachs
New York
$141M
4
Franklin Resources
4
Franklin Resources
California
$493M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.62B
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
701
UMB Bank
Missouri
$67K +$7.44K +48 +13%
HIIFS
702
Harel Insurance Investments & Financial Services
Israel
$67K +$53.9K +346 +412%
ME
703
McIlrath & Eck
Washington
$66K – – –
EWA
704
EverSource Wealth Advisors
Alabama
$64K -$14.8K -96 -19%
CYG
705
Clean Yield Group
Vermont
$62K – – –
CFD
706
Creative Financial Designs
Indiana
$62K +$46.5K +300 +300%
PFBT
707
Parkside Financial Bank & Trust
Missouri
$60K -$5.46K -35 -8%
CFB
708
Cullen/Frost Bankers
Texas
$58K -$1.71K -11 -3%
SIC
709
Salem Investment Counselors
North Carolina
$58K – – –
TC
710
Tacita Capital
Ontario, Canada
$56K – – –
PMFA
711
Plante Moran Financial Advisors
Michigan
$55K +$40.4K +260 +277%
HI
712
Harbour Investments
Wisconsin
$55K +$55K +350 New
AIP
713
Ahrens Investment Partners
Louisiana
$53K -$523K -3,354 -91%
WT
714
Washington Trust
Rhode Island
$52K -$3.62K -23 -7%
LCM
715
Logan Capital Management
Pennsylvania
$49K – – –
SC
716
Stephens Consulting
Michigan
$46.8K – – –
CFO
717
CVA Family Office
Colorado
$44K +$7.72K +50 +21%
GWS
718
Glassman Wealth Services
Virginia
$43K +$4.19K +27 +11%
WT
719
Whittier Trust
California
$42K +$6.58K +42 +19%
BAM
720
Baldrige Asset Management
Pennsylvania
$40K – – –
TCOV
721
Trust Company of Vermont
Vermont
$40K +$40K +256 New
AF
722
Allworth Financial
California
$39K +$5.42K +35 +16%
LC
723
Lindbrook Capital
California
$36K +$5.84K +37 +19%
TWA
724
TCI Wealth Advisors
Arizona
$36K +$14.6K +94 +69%
MTIC
725
Missouri Trust & Investment Company
Missouri
$35K – – –
27 28
29
30 31