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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 %
SWA
776
Sutton Wealth Advisors
Florida
$9.97K +$1.71K +11 +21%
QC
777
Quent Capital
New York
$9K -$5.55K -37 -38%
GI
778
Gradient Investments
Minnesota
$9K – – –
APC
779
Aspire Private Capital
North Carolina
$9K – – –
RBC
780
Roble Belko & Company
Pennsylvania
$8K -$6.62K -43 -45%
BBHC
781
Brown Brothers Harriman & Co
New York
$8K -$308 -2 -4%
IWP
782
IAG Wealth Partners
Wisconsin
$8K – – –
AF
783
Advisornet Financial
Minnesota
$8K +$5.12K +32 +178%
ECM
784
Estabrook Capital Management
New York
$7.01K – – –
PFA
785
Professional Financial Advisors
Nebraska
$7K – – –
BC
786
Bartlett & Co
Ohio
$7K – – –
AA
787
Ancora Advisors
Ohio
$7K +$1.17K +8 +20%
HWM
788
HighMark Wealth Management
Minnesota
$7K +$7K +43 New
BCWM
789
Bartlett & Co Wealth Management
Ohio
$6.86K – – –
ODG
790
O'Dell Group
Ohio
$6K – – –
LWANC
791
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K – – –
GG
792
Gleason Group
Kentucky
$6K – – –
GKIM
793
GW&K Investment Management
Massachusetts
$6K +$3.57K +22 +147%
BIA
794
Bell Investment Advisors
California
$6K +$6K +38 New
RIM
795
Rockbridge Investment Management
New York
$5.46K – – –
AS
796
Altshuler Shaham
Israel
$5K -$1.25K -8 -20%
SFCL
797
Strengthening Families & Communities LLC
Massachusetts
$5K – – –
BWM
798
Baystate Wealth Management
Massachusetts
$5K – – –
LFG
799
Larson Financial Group
Missouri
$5K – – –
DI
800
Disciplined Investments
Oklahoma
$5K +$781 +5 +19%
30 31
32
33 34