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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 %
CG
476
CFO4Life Group
Texas
$513K +$513K +4,480 New
SC
477
Sepio Capital
Utah
$510K +$510K +4,460 New
Wealthfront Advisers
478
Wealthfront Advisers
California
$509K +$124K +1,081 +32%
VI
479
Vestcor Inc
New Brunswick, Canada
$501K -$11.8K -103 -2%
Mercer Global Advisors
480
Mercer Global Advisors
Colorado
$501K +$80K +699 +19%
AP
481
Advisor Partners
California
$500K -$42K -367 -8%
1SB
482
1ST Source Bank
Indiana
$491K -$47.8K -418 -9%
DBRC
483
D.B. Root & Company
Pennsylvania
$490K -$3.21K -28 -0.6%
FNBSF
484
First National Bank Sioux Falls
South Dakota
$490K +$179K +1,568 +58%
Vontobel Holding
485
Vontobel Holding
Switzerland
$485K -$185K -1,619 -28%
ECM
486
Everence Capital Management
Indiana
$484K – – –
BS
487
Bessemer Securities
New York
$481K +$481K +4,200 New
VAS
488
Vestmark Advisory Solutions
Massachusetts
$477K +$477K +4,167 New
PHK
489
Point72 Hong Kong
Hong Kong
$466K -$21.4K -187 -4%
DCM
490
Dupont Capital Management
Delaware
$465K -$143K -1,246 -23%
FCM
491
Fortis Capital Management
Washington
$461K +$156K +1,368 +51%
PFS
492
Prospera Financial Services
Texas
$457K +$54.9K +480 +14%
CFA
493
Carroll Financial Associates
North Carolina
$457K +$96.3K +842 +27%
RCA
494
Resonant Capital Advisors
Wisconsin
$455K +$8.25K +72 +2%
ST
495
Smithfield Trust
Pennsylvania
$452K +$22.3K +195 +5%
LNWWM
496
Laird Norton Wetherby Wealth Management
California
$449K -$373K -3,254 -45%
MCIA
497
Mountain Capital Investment Advisors
Colorado
$440K +$23.7K +202 +6%
IA
498
Insight Advisors
Pennsylvania
$437K +$148K +1,287 +51%
HIA
499
Harbor Investment Advisory
Maryland
$436K +$153K +1,338 +54%
GF
500
Gabelli Funds
New York
$424K +$212K +1,850 +100%
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