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Dollar Tree
DLTR

Overview Fund Activity

749 hedge funds and large institutions have $24.2B invested in Dollar Tree in 2021 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 277 increasing their positions, 265 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
-6
Holders Change %
-0.79%
% of All Funds
13.19%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.32%
New
95
Increased
277
Reduced
265
Closed
98
Calls
$315M
Puts
$229M
Net Calls
+$85.6M
Net Calls Change
+$1.72M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$302M
2
BlackRock
BlackRock
New York
+$262M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$103M
4
Bessemer Group
Bessemer Group
New Jersey
+$93.6M
5
Primecap Management
Primecap Management
California
+$91.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$191M
2
ACM
AKRE Capital Management
Virginia
-$107M
3
KCM
Kensico Capital Management
Connecticut
-$105M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$93.7M
5
LCOV
London Company of Virginia
Virginia
-$75.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
376
Burney Company
Virginia
$1.19M -$2.75K -24 -0.2%
JPMPWA
377
J.P. Morgan Private Wealth Advisors
California
$1.19M -$1.18M -10,304 -50%
BPC
378
Banque Pictet & Cie
Switzerland
$1.18M – – –
UFF
379
USA Financial Formulas
Michigan
$1.18M +$1.18M +10,293 New
CIA
380
Cascade Investment Advisors
Oregon
$1.17M +$25.8K +225 +2%
SAM
381
Silvercrest Asset Management
New York
$1.17M – – –
MCC
382
Money Concepts Capital
Florida
$1.16M -$14.9K -130 -1%
SAM
383
Seelaus Asset Management
New Jersey
$1.16M +$243K +2,125 +26%
BCM
384
Boltwood Capital Management
California
$1.16M +$32.1K +280 +3%
YIH
385
Y-Intercept (HK)
Hong Kong
$1.15M +$276K +2,378 +31%
ANB
386
Amarillo National Bank
Texas
$1.14M – – –
MYIA
387
Mount Yale Investment Advisors
Colorado
$1.14M -$69.5K -607 -6%
DILIC
388
Dai-ichi Life Insurance Company
Japan
$1.13M – – –
PAG
389
Private Advisor Group
New Jersey
$1.13M +$422K +3,689 +60%
IAA
390
Independent Advisor Alliance
North Carolina
$1.13M +$2.63K +23 +0.2%
SB
391
Simmons Bank
Arkansas
$1.12M -$22.5K -197 -2%
AIM
392
ARGA Investment Management
Connecticut
$1.11M -$485K -4,236 -30%
JCM
393
Jacobsen Capital Management
Utah
$1.11M +$36.2K +316 +3%
APP
394
Alpha Paradigm Partners
Illinois
$1.1M +$273K +2,385 +33%
CQS
395
Credential Qtrade Securities
$1.09M +$253K +2,207 +30%
HIS
396
Horizon Investment Services
Indiana
$1.08M +$1.08M +9,416 New
HI
397
Horizon Investments
North Carolina
$1.06M +$1.06M +9,273 New
LCM
398
Laurion Capital Management
New York
$1.04M -$99.9K -873 -9%
SACTSONJ
399
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.03M – – –
WCM
400
Weik Capital Management
Pennsylvania
$1.02M +$18.3K +160 +2%
14 15
16
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