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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 %
LWCFA
726
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$34K – – –
NFSG
727
Newbridge Financial Services Group
Florida
$34K +$28.5K +181 +517%
PCA
728
Providence Capital Advisors
North Carolina
$32K – – –
ATC
729
Adirondack Trust Company
New York
$31K – – –
ACK
730
Andrew C. Karlinski
$31K – – –
CTB
731
Country Trust Bank
Illinois
$31K – – –
EI
732
Ellevest Inc
New York
$31K +$25.4K +163 +453%
FNBOSM
733
First National Bank of South Miami
Florida
$30K – – –
PWMG
734
Prestige Wealth Management Group
New Jersey
$29K – – –
SC
735
Seldon Capital
California
$29K – – –
CCA
736
Catalyst Capital Advisors
New York
$28K +$3.89K +25 +16%
WWP
737
WR Wealth Planners
Missouri
$27.7K – – –
CT
738
Cambridge Trust
Massachusetts
$26K -$2.99K -19 -10%
DAC
739
Dividend Assets Capital
South Carolina
$26K +$2.79K +18 +12%
CFN
740
Cordasco Financial Network
Florida
$23K – – –
ACA
741
Atlas Capital Advisors
Wyoming
$21K +$16.2K +104 +335%
HS
742
Horan Securities
United States
$21K – – –
ZIG
743
Zullo Investment Group
Pennsylvania
$20K – – –
FHA
744
First Horizon Advisors
Tennessee
$20K +$12.6K +82 +171%
BWM
745
BerganKDV Wealth Management
Minnesota
$19K – – –
FMII
746
Farmers & Merchants Investments Inc
Nebraska
$19K – – –
AA
747
AlphaMark Advisors
Kentucky
$19K – – –
SN
748
Sittner & Nelson
Oregon
$18K – – –
BWA
749
BDO Wealth Advisors
Florida
$18K – – –
WWM
750
Wagner Wealth Management
South Carolina
$18K +$18K +118 New
28 29
30
31 32