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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 %
FIM
501
Fernwood Investment Management
Massachusetts
$256K – – –
SC
502
SouthState Corp
Florida
$252K -$11.4K -125 -4%
RIM
503
Rampart Investment Management
Connecticut
$251K -$776K -8,489 -76%
GLLW
504
Graves Light Lenhart Wealth
Virginia
$251K +$15.3K +167 +6%
TSS
505
Two Sigma Securities
New York
$250K +$250K +2,735 New
SS
506
Sunbelt Securities
Texas
$249K -$7.22K -79 -3%
LCP
507
Legacy Capital Partners
Wisconsin
$249K – – –
WMG
508
WESCAP Management Group
California
$249K – – –
RJT
509
Raymond James Trust
Florida
$248K -$21.1K -231 -8%
EWM
510
Empirical Wealth Management
Washington
$239K +$2.1K +23 +0.9%
EIM
511
Essex Investment Management
Massachusetts
$238K – – –
FANJ
512
Financial Architects (New Jersey)
New Jersey
$234K +$136K +1,490 +139%
Wealthfront Advisers
513
Wealthfront Advisers
California
$232K -$55.2K -603 -19%
GI
514
GAMCO Investors
Connecticut
$232K +$232K +2,538 New
LS
515
Livforsakringsbolaget Skandia
Sweden
$229K – – –
LOAME
516
Lombard Odier Asset Management (Europe)
United Kingdom
$226K +$226K +2,479 New
KTA
517
Keeley-Teton Advisors
Illinois
$222K – – –
LCM
518
Landscape Capital Management
New Jersey
$219K – – –
BCM
519
Buckhead Capital Management
Georgia
$219K +$219K +2,400 New
HIA
520
Harbor Investment Advisory
Maryland
$218K -$398K -4,359 -65%
Rockefeller Capital Management
521
Rockefeller Capital Management
New York
$218K +$37.2K +411 +21%
PCM
522
Pointe Capital Management
Michigan
$218K +$218K +2,389 New
LBD
523
Landsberg Bennett & Dubbaneh
Florida
$210K -$16.9K -188 -7%
KPWS
524
Kestra Private Wealth Services
Texas
$204K +$204K +2,229 New
AOWM
525
Alpha Omega Wealth Management
Virginia
$203K – – –
19 20
21
22 23