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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 %
SAM
426
Seelaus Asset Management
New Jersey
$525K +$525K +5,750 New
SAM
427
S.A. Mason
Michigan
$524K – – –
CIM
428
CIM Investment Management
Pennsylvania
$504K -$42.8K -468 -8%
RIL
429
Rothschild Investment LLC
Illinois
$502K -$80K -875 -14%
CCP
430
Corient Capital Partners
California
$500K +$224K +2,448 +81%
EH
431
Equitable Holdings
New York
$486K +$34.3K +376 +8%
RIM
432
Redpoint Investment Management
Australia
$484K -$543K -5,946 -53%
BSW
433
Buckingham Strategic Wealth
Missouri
$480K +$17.6K +193 +4%
IG
434
ING Group
Netherlands
$480K +$480K +5,252 New
WB
435
WesBanco Bank
West Virginia
$477K -$178K -1,954 -27%
GJIC
436
Gamble Jones Investment Counsel
California
$468K -$28K -306 -6%
WCM
437
Weld Capital Management
New York
$468K -$17.2K -188 -4%
CFB
438
Cullen/Frost Bankers
Texas
$465K +$549 +6 +0.1%
SFS
439
Sowell Financial Services
Arkansas
$465K +$87.3K +955 +23%
AAS
440
Avantax Advisory Services
Texas
$463K +$463K +5,084 New
Walleye Trading
441
Walleye Trading
New York
$461K +$461K +5,050 New
VI
442
Vestcor Inc
New Brunswick, Canada
$450K -$10.5K -115 -2%
AC
443
Allstate Corporation
Illinois
$440K -$122K -1,339 -22%
E
444
Ergoteles
New York
$438K +$438K +4,800 New
B
445
Barings
North Carolina
$436K +$436K +4,781 New
1SB
446
1ST Source Bank
Indiana
$430K -$5.02K -55 -1%
WAM
447
Wolverine Asset Management
Illinois
$430K +$430K +4,713 New
AP
448
Advisor Partners
California
$428K -$37.8K -414 -8%
SFFS
449
Stonehage Fleming Financial Services
Jersey
$425K – – –
O
450
Ossiam
France
$413K -$2.94M -32,245 -88%
16 17
18
19 20