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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
$2.7B
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
$555M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$607M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$113M
2
Macquarie Group
Macquarie Group
Australia
$597M
3
Lazard Asset Management
Lazard Asset Management
New York
$421M
4
FMI
Fiduciary Management Inc
Wisconsin
$349M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
726
MV Capital Management
Maryland
$11K +$7.38K +53 +204%
EI
727
Ellevest Inc
New York
$10K -$29K -197 -74%
EIP
728
Ellis Investment Partners
Pennsylvania
$10K -$12.4K -93 -55%
Jones Financial Companies
729
Jones Financial Companies
Missouri
$10K – – –
PCG
730
Private Capital Group
Connecticut
$8K -$13.2K -99 -62%
FBT
731
First Bank & Trust
South Dakota
$8K -$13K -88 -62%
FHA
732
First Horizon Advisors
Tennessee
$8K -$918 -7 -10%
APC
733
Aspire Private Capital
North Carolina
$8K – – –
CWC
734
Carolinas Wealth Consulting
North Carolina
$8K – – –
FPS
735
Fieldpoint Private Securities
Connecticut
$8K +$2.91K +20 +57%
QC
736
Quent Capital
New York
$8K +$8K +60 New
AWA
737
Amplius Wealth Advisors
Pennsylvania
$8K +$8K +61 New
DFCM
738
Dark Forest Capital Management
Puerto Rico
$7K -$117K -834 -94%
ETC
739
Exchange Traded Concepts
Oklahoma
$7K -$18.7K -128 -73%
OIA
740
Optimum Investment Advisors
Illinois
$7K – – –
ZB
741
Zions Bancorporation
Utah
$7K +$1.6K +11 +30%
AWA
742
Aquire Wealth Advisors
Utah
$7K +$7K +49 New
IWP
743
IAG Wealth Partners
Wisconsin
$7K +$7K +50 New
SWA
744
Sutton Wealth Advisors
Florida
$6.89K +$843 +6 +14%
ECM
745
Estabrook Capital Management
New York
$6.32K +$6.32K +45 New
PFA
746
Professional Financial Advisors
Nebraska
$6K -$1.13M -8,651 -99%
ODG
747
O'Dell Group
Ohio
$6K – – –
BWA
748
BDO Wealth Advisors
Florida
$6K – – –
GG
749
Gleason Group
Kentucky
$6K – – –
MPWT
750
MassMutual Private Wealth & Trust
Connecticut
$6K +$6K +40 New
28 29
30
31 32