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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 %
PCM
476
Parsons Capital Management
Rhode Island
$324K – – –
KLC
477
Knowledge Leaders Capital
Colorado
$322K – – –
SCM
478
Southport Capital Management
Tennessee
$320K +$9.78K +107 +3%
SC
479
Samlyn Capital
New York
$318K +$318K +3,478 New
LNC
480
Lincoln National Corp
Pennsylvania
$317K – – –
CI
481
Conning Inc
Connecticut
$317K +$3.66K +40 +1%
MCIA
482
Mountain Capital Investment Advisors
Colorado
$315K -$92.2K -966 -23%
AII
483
AGF Investments Inc
Ontario, Canada
$314K +$30.7K +336 +11%
WA
484
Wealth Alliance
New York
$313K +$23.1K +253 +8%
PAS
485
Park Avenue Securities
New York
$307K +$81.7K +894 +36%
SC
486
Scotia Capital
Ontario, Canada
$304K -$1.01K -11 -0.3%
OCPWS
487
One Charles Private Wealth Services
Massachusetts
$301K – – –
Northwestern Mutual Wealth Management
488
Northwestern Mutual Wealth Management
Wisconsin
$300K -$9.74K -107 -3%
EWM
489
Evermay Wealth Management
Virginia
$293K – – –
VI
490
Versor Investments
New York
$292K -$34.1K -373 -10%
BG
491
Bahl & Gaynor
Ohio
$292K – – –
GSIS
492
Global Strategic Investment Solutions
Arizona
$288K – – –
CFA
493
Carroll Financial Associates
North Carolina
$288K +$3.47K +38 +1%
BPA
494
Beacon Pointe Advisors
California
$286K – – –
CTC
495
Central Trust Company
Missouri
$280K +$33.9K +371 +14%
AA
496
ALPS Advisors
Colorado
$278K +$278K +3,045 New
CAM
497
Cidel Asset Management
Ontario, Canada
$275K – – –
NJBEST
498
New Jersey Better Educational Savings Trust
New Jersey
$274K – – –
SW
499
SVB Wealth
Massachusetts
$261K -$822 -9 -0.3%
1W
500
1776 Wealth
Georgia
$258K -$22.8K -250 -8%
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