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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 %
V
426
Veritable
Delaware
$800K -$28.5K -249 -3%
WAM
427
World Asset Management
Michigan
$798K -$53K -461 -6%
CA
428
Cullinan Associates
Kentucky
$778K – – –
APWM
429
Atlas Private Wealth Management
New York
$758K -$83.9K -733 -10%
CFB
430
Cullen/Frost Bankers
Texas
$758K -$11K -96 -1%
KRSITF
431
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$756K +$33.8K +295 +5%
F
432
F3Logic
Minnesota
$751K -$653K -5,747 -47%
QSS
433
Quantitative Systematic Strategies
Florida
$751K +$527K +4,603 +235%
HIIFS
434
Harel Insurance Investments & Financial Services
Israel
$711K +$664K +1,736 +1,411%
PCM
435
Prelude Capital Management
New York
$709K +$709K +6,197 New
HH
436
Hilltop Holdings
Texas
$706K -$35.9K -314 -5%
Creative Planning
437
Creative Planning
Kansas
$706K -$5.15K -45 -0.7%
AWM
438
AE Wealth Management
Kansas
$704K -$24.8K -217 -3%
SFFS
439
Stonehage Fleming Financial Services
Jersey
$703K +$86.9K +748 +14%
LIA
440
LS Investment Advisors
Michigan
$701K -$99.6K -870 -12%
IAA
441
Ironsides Asset Advisors
North Carolina
$696K -$150K -1,310 -18%
RIL
442
Rothschild Investment LLC
Illinois
$696K +$33.2K +290 +5%
AIL
443
AGF Investments LLC
Ontario, Canada
$688K -$61.4K -536 -8%
BMSSC
444
B. Metzler seel. Sohn & Co
Germany
$687K +$8.01K +70 +1%
SAM
445
Shell Asset Management
Netherlands
$684K -$1.98M -17,274 -74%
AFAS
446
Acorn Financial Advisory Services
Virginia
$672K +$232K +2,024 +53%
CPIG
447
Chicago Partners Investment Group
Illinois
$666K +$75.5K +662 +13%
EWM
448
Executive Wealth Management
Michigan
$663K +$246K +2,149 +59%
SAM
449
S.A. Mason
Michigan
$657K – – –
MAM
450
Meeder Asset Management
Ohio
$655K +$576K +5,032 +734%
16 17
18
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