DLTR icon

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 %
TFS
751
TrustCore Financial Services
Tennessee
$15K – – –
MPWT
752
MassMutual Private Wealth & Trust
Connecticut
$15K +$8.68K +55 +138%
MCM
753
MV Capital Management
Maryland
$14K +$1.29K +8 +10%
HBW
754
Hazlett, Burt & Watson
West Virginia
$14K +$14K +90 New
TAM
755
Tucker Asset Management
Colorado
$13.5K +$13.5K +84 New
HIIFS
756
Harel Insurance Investments & Financial Services
Israel
$13K +$12.1K +78 +1,300%
Loomis, Sayles & Company
757
Loomis, Sayles & Company
Massachusetts
$12K -$4.26K -27 -26%
EIP
758
Ellis Investment Partners
Pennsylvania
$12K – – –
TH
759
TCTC Holdings
Texas
$12K – – –
AAM
760
Advisors Asset Management
Colorado
$12K +$12K +76 New
GI
761
Gradient Investments
Minnesota
$10K -$12.4M -74,336 -100%
T
762
TCWP
Ohio
$10K +$10K +66 New
FBT
763
First Bank & Trust
South Dakota
$9K – – –
APC
764
Aspire Private Capital
North Carolina
$9K – – –
FMP
765
Financial Management Professionals
Texas
$9K +$4.88K +32 +119%
BBHC
766
Brown Brothers Harriman & Co
New York
$9K +$8.5K +51 +1,700%
SWA
767
Sutton Wealth Advisors
Florida
$8.49K +$641 +4 +8%
IWP
768
IAG Wealth Partners
Wisconsin
$8K – – –
CI
769
Cordant Inc
Oregon
$8K +$8K +47 New
ECM
770
Estabrook Capital Management
New York
$7.21K – – –
BCWM
771
Bartlett & Co Wealth Management
Ohio
$7.05K +$7.05K +44 New
TFO
772
Tarbox Family Office
California
$7K -$6.36K -40 -48%
FHA
773
First Horizon Advisors
Tennessee
$7K -$1.9K -13 -21%
PFA
774
Professional Financial Advisors
Nebraska
$7K – – –
BC
775
Bartlett & Co
Ohio
$7K +$7K +44 New
29 30
31
32 33