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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 %
AA
726
AlphaMark Advisors
Kentucky
$20K – – –
FMII
727
Farmers & Merchants Investments Inc
Nebraska
$20K – – –
HR
728
Howe & Rusling
New York
$20K – – –
BWM
729
BerganKDV Wealth Management
Minnesota
$20K – – –
HS
730
Horan Securities
United States
$20K – – –
ZIG
731
Zullo Investment Group
Pennsylvania
$20K – – –
SN
732
Sittner & Nelson
Oregon
$19K – – –
BWA
733
BDO Wealth Advisors
Florida
$18K +$11.1K +70 +159%
FPS
734
Fieldpoint Private Securities
Connecticut
$17K +$8.42K +54 +98%
OLVIG
735
Oliver Lagore Vanvalin Investment Group
Michigan
$17K +$17K +105 New
BLC
736
Brown, Lisle/Cummings
Rhode Island
$16K – – –
SSB
737
Sandy Spring Bank
Maryland
$16K -$16.3K -100 -51%
1832 Asset Management
738
1832 Asset Management
Ontario, Canada
$16K – – –
MCM
739
Manchester Capital Management
Vermont
$16K – – –
CFD
740
Creative Financial Designs
Indiana
$16K – – –
FRA
741
Front Row Advisors
California
$16K – – –
TFGT
742
TS Financial Group (TSFG)
Illinois
$16K – – –
CSB
743
City State Bank
Iowa
$16K – – –
MSFP
744
Mark Sheptoff Financial Planning
Connecticut
$16K – – –
QC
745
Quent Capital
New York
$16K +$6.1K +37 +62%
SGA
746
Seaport Global Advisors
Massachusetts
$16K +$16K +99 New
MA
747
MCF Advisors
Kentucky
$16K +$16K +100 New
PMFA
748
Plante Moran Financial Advisors
Michigan
$15K -$5.27K -33 -26%
BWL
749
Bogart Wealth LLC
Virginia
$15K – – –
RBC
750
Roble Belko & Company
Pennsylvania
$15K – – –
28 29
30
31 32