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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 %
AA
751
Ancora Advisors
Ohio
$6K +$6K +46 New
NFSG
752
Newbridge Financial Services Group
Florida
$5K – – –
BWM
753
Baystate Wealth Management
Massachusetts
$5K – – –
JWM
754
Janiczek Wealth Management
Colorado
$5K – – –
LWANC
755
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K – – –
BIA
756
Bell Investment Advisors
California
$5K +$2.37K +18 +90%
S
757
Surevest
California
$5K +$5K +38 New
LFG
758
Larson Financial Group
Missouri
$4K – – –
FMP
759
Financial Management Professionals
Texas
$4K – – –
CI Investments Inc
760
CI Investments Inc
Ontario, Canada
$4K – – –
AP
761
Arlington Partners
Alabama
$4K +$4K +27 New
SFM
762
Signet Financial Management
New Jersey
$4K +$4K +30 New
FMTCOCP
763
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K – – –
SA
764
SRH Advisors
Kansas
$3K – – –
HFS
765
Hantz Financial Services
Michigan
$3K – – –
SWA
766
SOA Wealth Advisors
New York
$3K – – –
SC
767
Schubert & Co
Texas
$3K +$3K +24 New
KFS
768
Kelly Financial Services
Massachusetts
$2.53K – – –
EBA
769
Eagle Bay Advisors
New York
$2K -$2K -16 -50%
HI
770
Hudock Inc
Pennsylvania
$2K – – –
NSB
771
Norway Savings Bank
Maine
$2K – – –
WTA
772
Washington Trust Advisors
Massachusetts
$2K +$2K +13 New
SC
773
Sierra Capital
Florida
$2K +$2K +14 New
HVM
774
Harvest Volatility Management
Connecticut
$1.93K +$472 +3,361 +32%
CP
775
Castleview Partners
Texas
$1.06K +$1.06K +148,529 New
29 30
31
32 33