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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
$1.82B
3
Winslow Capital Management
Winslow Capital Management
Minnesota
$429M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$485M
5
Capital World Investors
Capital World Investors
California
$928M

Top Sellers

1
Nomura Holdings
Nomura Holdings
Japan
$1.22B
2
ACM
AKRE Capital Management
Virginia
$5.19M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$109M
4
CWM
CIBC World Markets
New York
$3.23M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$390M
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
876
Caption Management
Oklahoma
– -$182K -1,300 Closed
GA
877
GraniteShares Advisors
New York
– -$149K -1,062 Closed
SC
878
Solstein Capital
California
– -$148K -1,050 Closed
CWS
879
Confluence Wealth Services
Pennsylvania
– -$139K -996 Closed
SPA
880
Shore Point Advisors
New Jersey
– -$137K -974 Closed
APP
881
Alpha Paradigm Partners
Illinois
– -$40K -285 Closed
DTIM
882
Danda Trouve Investment Management
Kansas
– -$34K -243 Closed
HDIM
883
Hanson & Doremus Investment Management
Vermont
– -$32K -225 Closed
CSWM
884
Cassady Schiller Wealth Management
Ohio
– -$24K -171 Closed
RIA
885
Richwood Investment Advisors
Ohio
– -$21K -150 Closed
TCOV
886
Trust Company of Vermont
Vermont
– -$18K -125 Closed
WWM
887
Wagner Wealth Management
South Carolina
– -$17K -118 Closed
DWA
888
Delos Wealth Advisors
Texas
– -$17K -118 Closed
Jones Financial Companies
889
Jones Financial Companies
Missouri
– -$10K -69 Closed
AWA
890
Amplius Wealth Advisors
Pennsylvania
– -$8K -61 Closed
OIA
891
Optimum Investment Advisors
Illinois
– -$7K -52 Closed
AWA
892
Aquire Wealth Advisors
Utah
– -$7K -49 Closed
SFM
893
Signet Financial Management
New Jersey
– -$4K -30 Closed
AP
894
Arlington Partners
Alabama
– -$4K -27 Closed
NSB
895
Norway Savings Bank
Maine
– -$2K -17 Closed
EBA
896
Eagle Bay Advisors
New York
– -$2K -16 Closed
WAS
897
Winch Advisory Services
Wisconsin
– -$1K -7 Closed
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