Dollar Tree
DLTR
817 hedge funds and large institutions have $35B invested in Dollar Tree in 2022 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 250 increasing their positions, 314 reducing their positions, and 87 closing their positions.
34% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 87
30% more funds holding in top 10
Funds holding in top 10: 20 → 26 (+6)
17% more call options, than puts
Call options by funds: $546M | Put options by funds: $469M
12% more capital invested
Capital invested by funds: $31.3B → $35B (+$3.73B)
3% more funds holding
Funds holding: 796 → 817 (+21)
1.83% less ownership
Funds ownership: 98.93% → 97.1% (-1.8%)
20% less repeat investments, than reductions
Existing positions increased: 250 | Existing positions reduced: 314
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MRL
Mantle Ridge LP
New York
|
+$1.61B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$561M |
| 3 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$379M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$275M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$262M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nomura Holdings
Tokyo,
Japan
|
-$1.63B |
| 2 |
ACM
AKRE Capital Management
Middleburg,
Virginia
|
-$371M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$253M |
| 4 |
CWM
CIBC World Markets
New York
|
-$231M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$214M |
DLTR Hedge Fund Activity: Q1 2022 in Review
817 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Dollar Tree (DLTR) for Q1 2022, worth a combined $35B — up 12% from $31.3B a quarter earlier.
Buyers outnumbered sellers: 117 funds opened new DLTR positions and 87 closed out — a net gain of 30 holders — while 250 added to existing stakes and 314 trimmed.
The largest buyer was Mantle Ridge LP, adding an estimated $1.61B. The largest seller was Nomura Holdings, cutting an estimated $1.63B.
- 817 institutional investors held Dollar Tree (DLTR) as of Q1 2022, up from 796 in Q4 2021.
- Funds reported $35B of Dollar Tree stock for Q1 2022, up 12% quarter-over-quarter.
- 117 funds opened new Dollar Tree positions in Q1 2022 and 87 closed out, a net change of +30 holders.
- The largest Dollar Tree buyer in Q1 2022 was Mantle Ridge LP, an estimated $1.61B added.
- The largest Dollar Tree seller in Q1 2022 was Nomura Holdings, an estimated $1.63B sold.
Based on aggregated 13F filings for Q1 2022.