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Dollar Tree
DLTR

Overview Fund Activity

683 hedge funds and large institutions have $19.3B invested in Dollar Tree in 2020 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 243 increasing their positions, 246 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
683
Holders Change
-1
Holders Change %
-0.15%
% of All Funds
13.82%
Holding in Top 10
13
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-40.91%
% of All Funds
0.26%
New
80
Increased
243
Reduced
246
Closed
76
Calls
$228M
Puts
$189M
Net Calls
+$38.6M
Net Calls Change
+$27.1M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
$573M
2
KCM
Kensico Capital Management
Connecticut
$166M
3
Ameriprise
Ameriprise
Minnesota
$416M
4
WRF
Waddell & Reed Financial
Kansas
$120M
5
BWA
Brave Warrior Advisors
New York
$91.5M

Top Sellers

1
PCM
Palestra Capital Management
New York
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$953M
3
Aberdeen Group
Aberdeen Group
United Kingdom
$12.3M
4
Citadel Advisors
Citadel Advisors
Florida
$58M
5
UBS AM
UBS AM
Illinois
$242M
Name Holding Trade Value Shares
Change 		Shares
Change %
Caisse de Depot et Placement du Quebec (CDPQ)
376
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$774K -$2.01M -22,018 -72%
CT
377
Clearstead Trust
Maine
$772K – – –
AIP
378
Ameritas Investment Partners
Nebraska
$759K -$30.4K -333 -4%
IAA
379
Ironsides Asset Advisors
North Carolina
$749K -$287K -3,135 -28%
FAAS
380
First Allied Advisory Services
California
$744K +$499K +5,469 +204%
RFC
381
Regions Financial Corp
Alabama
$739K -$3.84K -42 -0.5%
HighTower Advisors
382
HighTower Advisors
Illinois
$738K -$8.8M -95,987 -92%
Schroder Investment Management Group
383
Schroder Investment Management Group
United Kingdom
$737K +$31.5K +347 +4%
PG
384
Pendal Group
Australia
$736K +$296K +3,244 +67%
AIM
385
Achmea Investment Management
Netherlands
$735K +$735K +8,048 New
WAM
386
World Asset Management
Michigan
$720K -$18.5K -202 -2%
GP
387
Greenline Partners
New York
$706K -$18.1K -198 -2%
APWM
388
Atlas Private Wealth Management
New York
$699K +$4.48K +49 +0.6%
IRF
389
IBM Retirement Fund
New York
$697K +$196K +2,142 +39%
CI
390
Cigna Investments
Connecticut
$696K -$5.57K -61 -0.8%
TRCT
391
Tower Research Capital (TRC)
New York
$694K -$236K -2,588 -25%
HH
392
Hilltop Holdings
Texas
$674K -$44.4K -486 -6%
FHB
393
First Hawaiian Bank
Hawaii
$671K -$35.2K -385 -5%
V
394
Veritable
Delaware
$661K +$3.02K +33 +0.5%
IWC
395
Integrated Wealth Concepts
Massachusetts
$660K +$7.77K +85 +1%
LIA
396
LS Investment Advisors
Michigan
$659K +$3.65K +40 +0.6%
Fuller & Thaler Asset Management
397
Fuller & Thaler Asset Management
California
$657K +$241K +2,640 +58%
EHWM
398
Eads & Heald Wealth Management
Georgia
$656K +$31.5K +345 +5%
CQS
399
Credential Qtrade Securities
$648K +$266K +2,914 +70%
BCV
400
Banque Cantonale Vaudoise
Switzerland
$625K -$155K -1,700 -20%
14 15
16
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