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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 %
AWS
876
Atria Wealth Solutions
New York
– -$291K -1,819 Closed
CWM
877
Cedar Wealth Management
California
– -$282K -1,763 Closed
TC
878
Telemus Capital
Michigan
– -$267K -1,666 Closed
CC
879
Centiva Capital
New York
– -$260K -1,621 Closed
CA
880
Calton & Associates
Florida
– -$229K -1,434 Closed
Los Angeles Capital Management
881
Los Angeles Capital Management
California
– -$225K -1,402 Closed
AC
882
ASB Consultores
Florida
– -$220K -1,376 Closed
PM
883
Parametrica Management
Hong Kong
– -$220K -1,372 Closed
WS
884
Wedbush Securities
California
– -$215K -1,340 Closed
KPW
885
Kore Private Wealth
New York
– -$212K -1,322 Closed
FCI
886
Financial Counselors Inc
Kansas
– -$211K -1,320 Closed
GF
887
Gabelli Funds
New York
– -$208K -1,300 Closed
DY
888
Dowling & Yahnke
California
– -$204K -1,275 Closed
SC
889
Sepio Capital
Utah
– -$202K -1,260 Closed
GJIC
890
Gamble Jones Investment Counsel
California
– -$201K -1,255 Closed
RB
891
Renasant Bank
Mississippi
– -$200K -1,251 Closed
CAM
892
Cozad Asset Management
Illinois
– -$200K -1,249 Closed
PAG
893
Paladin Advisory Group
Iowa
– -$191K -1,203 Closed
FIA
894
FNY Investment Advisers
New York
– -$169K -1,059 Closed
SSG
895
Summit Securities Group
New York
– -$163K -1,017 Closed
Koshinski Asset Management
896
Koshinski Asset Management
Illinois
– -$78.2K -488 Closed
FFWM
897
Future Financial Wealth Management
Ohio
– -$64K -400 Closed
FFA
898
Freedman Financial Associates
Massachusetts
– -$49K -313 Closed
CAC
899
Core Alternative Capital
Georgia
– -$40K -247 Closed
FAG
900
Fortitude Advisory Group
Washington
– -$35K -217 Closed
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