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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 %
SIP
826
Stoneridge Investment Partners
Pennsylvania
– -$513K -5,356 Closed
AFS
827
Amtrust Financial Services
New York
– -$479K -5,000 Closed
PAM
828
PVG Asset Management
Colorado
– -$434K -4,538 Closed
BPA
829
Beacon Pointe Advisors
California
– -$401K -4,190 Closed
SBIA
830
Sheaff Brock Investment Advisors
Indiana
– -$310K -3,230 Closed
WANY
831
Wealthspire Advisors (New York)
New York
– -$302K -3,159 Closed
PWM
832
Perigon Wealth Management
California
– -$301K -3,143 Closed
BRWA
833
B. Riley Wealth Advisors
Florida
– -$283K -2,959 Closed
GAM
834
Gotham Asset Management
New York
– -$227K -2,370 Closed
MCC
835
Malaga Cove Capital
California
– -$222K -2,323 Closed
CM
836
Capula Management
Cayman Islands
– -$174K -1,820 Closed
PH
837
Pinnacle Holdings
Oklahoma
– -$105K -1,099 Closed
MAM
838
Meeder Asset Management
Ohio
– -$69K -718 Closed
MIFH
839
Migdal Insurance & Financial Holdings
Israel
– -$63K -661 Closed
AL
840
ADE LLC
Maryland
– -$43K -450 Closed
CI
841
CX Institutional
Indiana
– -$39K -408 Closed
OSAM
842
O'Shaughnessy Asset Management
Connecticut
– -$31K -327 Closed
GRP
843
Global Retirement Partners
California
– -$30K -316 Closed
EDRH
844
Edmond de Rothschild Holding
Switzerland
– -$24K -250 Closed
SOW
845
State of Wyoming
Wyoming
– -$19K -198 Closed
BMD
846
Better Money Decisions
New Mexico
– -$18K -186 Closed
IRC
847
Investors Research Corp
Georgia
– -$12K -124 Closed
CCM
848
Carderock Capital Management
Maryland
– -$11K -120 Closed
RA
849
Resolute Advisors
California
– -$11K -116 Closed
AWA
850
Arkadios Wealth Advisors
Georgia
– -$9K -101 Closed
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