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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 %
HWM
801
Horizons Wealth Management
North Carolina
$5K +$5K +31 New
S
802
Surevest
California
$4K -$1.12K -7 -22%
PB
803
Pinnacle Bancorp
Nebraska
$4K -$714 -5 -15%
PCG
804
Private Capital Group
Connecticut
$4K -$615 -4 -13%
CI Investments Inc
805
CI Investments Inc
Ontario, Canada
$4K -$148 -1 -4%
HFS
806
Hantz Financial Services
Michigan
$4K – – –
SFG
807
Steward Financial Group
Texas
$4K +$4K +32 New
EBA
808
Eagle Bay Advisors
New York
$3.74K +$3.74K +24 New
AAP
809
Arax Advisory Partners
Colorado
$3K -$333 -2 -10%
FMTCOCP
810
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K – – –
SA
811
SRH Advisors
Kansas
$3K – – –
SIS
812
Sound Income Strategies
Florida
$3K – – –
BFPW
813
BOK Financial Private Wealth
Colorado
$3K +$3K +22 New
LF
814
Lee Financial
Texas
$3K +$3K +24 New
KFS
815
Kelly Financial Services
Massachusetts
$2.81K – – –
FPS
816
Fieldpoint Private Securities
Connecticut
$2K -$12.5K -94 -86%
HI
817
Hudock Inc
Pennsylvania
$2K – – –
HPC
818
HM Payson & Co
Maine
$2K +$182 +1 +10%
CWM
819
Curi Wealth Management
North Carolina
$2K +$2K +15 New
JWM
820
Janiczek Wealth Management
Colorado
$1K -$3.38K -27 -77%
SWA
821
SOA Wealth Advisors
New York
$1K -$1.8K -18 -64%
VNA
822
Valley National Advisers
Pennsylvania
$1K – – –
WWM
823
Wolff Wiese Magana
California
$1K +$1K +5 New
AW
824
Avion Wealth
Texas
$1K +$1K +7 New
CHA
825
Carmichael Hill & Associates
Maryland
$1K +$1K +8 New
31 32
33
34 35