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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 %
BBVA
451
Banco Bilbao Vizcaya Argentaria
Spain
$412K +$41.1K +451 +11%
GCA
452
Guardian Capital Advisors
Ontario, Canada
$410K -$7.14K -75 -2%
FA
453
FDx Advisors
Illinois
$408K +$91 +1 +0%
KAS
454
Kestra Advisory Services
Texas
$407K +$407K +64 New
LCM
455
Laurion Capital Management
New York
$404K +$404K +4,427 New
SSWM
456
Smith Salley Wealth Management
North Carolina
$397K -$639 -7 -0.2%
Fiera Capital (Canada)
457
Fiera Capital (Canada)
Quebec, Canada
$397K +$397K +4,356 New
DBRC
458
D.B. Root & Company
Pennsylvania
$395K +$1.82K +20 +0.5%
CAM
459
Cozad Asset Management
Illinois
$394K -$38.4K -420 -9%
ECM
460
Everence Capital Management
Indiana
$386K – – –
PWM
461
Perigon Wealth Management
California
$372K +$372K +4,069 New
ST
462
Smithfield Trust
Pennsylvania
$360K – – –
AFAS
463
Acorn Financial Advisory Services
Virginia
$360K +$55.2K +605 +18%
LNWWM
464
Laird Norton Wetherby Wealth Management
California
$358K -$6.49K -71 -2%
Lido Advisors
465
Lido Advisors
California
$356K -$2.29K -25 -0.6%
MF
466
Magnetar Financial
Illinois
$352K +$352K +3,852 New
ETC
467
Exchange Traded Concepts
Oklahoma
$351K -$559K -6,123 -61%
SEC
468
Seven Eight Capital
New York
$348K -$109K -1,200 -24%
QI
469
QS Investors
New York
$347K -$4.3K -47 -1%
CBT
470
Capital Bank & Trust
California
$344K – – –
FMWA
471
Forvis Mazars Wealth Advisors
Missouri
$344K +$344K +3,766 New
RCA
472
Resonant Capital Advisors
Wisconsin
$340K -$205K -2,245 -38%
CPIG
473
Chicago Partners Investment Group
Illinois
$334K +$334K +3,562 New
NICM
474
Neo Ivy Capital Management
New York
$330K +$330K +3,616 New
CCIA
475
Campbell & Co Investment Adviser
Maryland
$325K +$325K +3,554 New
17 18
19
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