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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
+$309M
2
KCM
Kensico Capital Management
Connecticut
+$166M
3
Ameriprise
Ameriprise
Minnesota
+$118M
4
WRF
Waddell & Reed Financial
Kansas
+$91M
5
BWA
Brave Warrior Advisors
New York
+$90.5M

Top Sellers

1
PCM
Palestra Capital Management
New York
-$181M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$136M
3
Aberdeen Group
Aberdeen Group
United Kingdom
-$128M
4
Citadel Advisors
Citadel Advisors
Florida
-$105M
5
UBS AM
UBS AM
Illinois
-$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
401
Meeder Asset Management
Ohio
$622K -$1.19K -13 -0.2%
CA
402
Cullinan Associates
Kentucky
$621K – – –
BOH
403
Bank of Hawaii
Hawaii
$610K -$839K -9,187 -58%
AIM
404
Anchor Investment Management
South Carolina
$603K +$76.3K +835 +14%
IIM
405
Intact Investment Management
Quebec, Canada
$603K – – –
Creative Planning
406
Creative Planning
Kansas
$600K +$6.76K +74 +1%
CWM
407
Cedar Wealth Management
California
$594K +$275K +3,012 +86%
AWM
408
AE Wealth Management
Kansas
$587K -$1.49M -16,325 -72%
PHK
409
Point72 Hong Kong
Hong Kong
$584K -$99.3K -1,087 -15%
IAA
410
Independent Advisor Alliance
North Carolina
$578K -$25.1K -275 -4%
MML Investors Services
411
MML Investors Services
Massachusetts
$574K +$85.2K +933 +17%
DCM
412
Dupont Capital Management
Delaware
$572K +$37.2K +407 +7%
KRSITF
413
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$568K +$35.4K +388 +7%
PAG
414
Private Advisor Group
New Jersey
$565K -$37.8K -413 -6%
II
415
Inspire Investing
Idaho
$563K +$201K +2,202 +56%
MYLI
416
Meiji Yasuda Life Insurance
Japan
$559K – – –
Pzena Investment Management
417
Pzena Investment Management
New York
$557K -$12K -131 -2%
ELI
418
Empire Life Investments
Ontario, Canada
$551K -$780K -8,536 -59%
UFG
419
United Fire Group
Iowa
$548K – – –
KAS
420
Kemnay Advisory Services
New York
$547K +$547K +5,987 New
TCM
421
Tuttle Capital Management
Connecticut
$544K +$544K +5,957 New
HFS
422
Hantz Financial Services
Michigan
$536K -$12.1K -133 -2%
SP
423
Symmetry Partners
Connecticut
$536K +$536K +5,869 New
EOJOAM
424
E. Ohman J:or Asset Management
Sweden
$534K – – –
CAN
425
Cetera Advisor Networks
California
$528K +$54.6K +598 +12%
15 16
17
18 19