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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 %
EI
776
Ellevest Inc
New York
$6K -$5.33K -32 -47%
AA
777
Ancora Advisors
Ohio
$6K -$900 -6 -13%
NFSG
778
Newbridge Financial Services Group
Florida
$6K – – –
BWM
779
Baystate Wealth Management
Massachusetts
$6K – – –
JWM
780
Janiczek Wealth Management
Colorado
$6K – – –
LWANC
781
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K – – –
GG
782
Gleason Group
Kentucky
$6K – – –
ODG
783
O'Dell Group
Ohio
$6K – – –
IA
784
IndexIQ Advisors
New York
$6K +$6K +35 New
AS
785
Altshuler Shaham
Israel
$6K +$6K +40 New
RIM
786
Rockbridge Investment Management
New York
$5.58K -$99.7K -625 -95%
PCG
787
Private Capital Group
Connecticut
$5K -$5K -30 -50%
S
788
Surevest
California
$5K -$938 -6 -16%
LFG
789
Larson Financial Group
Missouri
$5K – – –
SFCL
790
Strengthening Families & Communities LLC
Massachusetts
$5K – – –
PB
791
Pinnacle Bancorp
Nebraska
$5K +$5K +33 New
ACA
792
Atlas Capital Advisors
Wyoming
$4.97K +$4.97K +31 New
HFS
793
Hantz Financial Services
Michigan
$4K – – –
SA
794
SRH Advisors
Kansas
$4K – – –
SWA
795
SOA Wealth Advisors
New York
$4K – – –
CI Investments Inc
796
CI Investments Inc
Ontario, Canada
$4K – – –
SC
797
Schubert & Co
Texas
$4K +$444 +3 +13%
DI
798
Disciplined Investments
Oklahoma
$4K +$4K +27 New
FMTCOCP
799
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K – – –
AF
800
Advisornet Financial
Minnesota
$3K +$2.17K +13 +260%
30 31
32
33 34