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Dollar Tree
DLTR

Overview Fund Activity

755 hedge funds and large institutions have $22.7B invested in Dollar Tree in 2020 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 260 increasing their positions, 252 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
+72
Holders Change %
+10.54%
% of All Funds
13.4%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.3%
New
138
Increased
260
Reduced
252
Closed
58
Calls
$242M
Puts
$158M
Net Calls
+$83.8M
Net Calls Change
+$45.2M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$236M
2
American Century Companies
American Century Companies
Missouri
+$165M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$88M
4
DCM
Dorsal Capital Management
California
+$75.6M
5
Prudential Financial
Prudential Financial
New Jersey
+$71.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$185M
2
MC
Maverick Capital
Texas
-$137M
3
BlackRock
BlackRock
New York
-$127M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$80.4M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$75.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KLC
501
Knowledge Leaders Capital
Colorado
$381K – – –
PFS
502
Prospera Financial Services
Texas
$380K +$322K +2,982 +556%
LS
503
Livforsakringsbolaget Skandia
Sweden
$379K +$108K +1,000 +40%
PAM
504
Paradigm Asset Management
New York
$378K +$378K +3,500 New
SCM
505
Southport Capital Management
Tennessee
$378K – – –
FC
506
FORA Capital
Florida
$377K +$377K +3,490 New
WA
507
Wealth Alliance
New York
$376K +$5.94K +55 +2%
LNC
508
Lincoln National Corp
Pennsylvania
$375K – – –
QCM
509
Quantinno Capital Management
New York
$369K +$369K +3,419 New
II
510
Inspire Investing
Idaho
$367K -$299K -2,765 -45%
Wealthfront Advisers
511
Wealthfront Advisers
California
$364K +$90K +833 +33%
AC
512
Annandale Capital
Texas
$361K +$361K +3,340 New
CI
513
Conning Inc
Connecticut
$357K -$17.4K -161 -5%
TWM
514
TMD Wealth Management
Arizona
$357K +$357K +3,300 New
SC
515
Scotia Capital
Ontario, Canada
$355K -$4.54K -42 -1%
Northwestern Mutual Wealth Management
516
Northwestern Mutual Wealth Management
Wisconsin
$353K -$3.46K -32 -1%
BOH
517
Bank of Hawaii
Hawaii
$352K -$370K -3,420 -51%
BPA
518
Beacon Pointe Advisors
California
$352K +$12.1K +112 +4%
BG
519
Bahl & Gaynor
Ohio
$346K – – –
EWM
520
Evermay Wealth Management
Virginia
$346K – – –
HVM
521
Harvest Volatility Management
Connecticut
$341K +$341K +3,159 New
CFA
522
Carroll Financial Associates
North Carolina
$340K – – –
BFM
523
Boothbay Fund Management
New York
$336K +$336K +3,114 New
BCM
524
Buckhead Capital Management
Georgia
$335K +$75.6K +700 +29%
EWM
525
Empirical Wealth Management
Washington
$333K +$50.5K +468 +18%
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