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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 %
FSA
526
Franklin Street Advisors
North Carolina
$202K +$202K +2,208 New
BCM
527
Breiter Capital Management
Florida
$201K – – –
IC
528
Intersect Capital
California
$201K +$91 +1 +0%
PVH
529
Psagot Value Holdings
Israel
$194K -$44.6K -488 -19%
SPIA
530
Steward Partners Investment Advisory
New York
$184K -$2.74K -30 -1%
FQ
531
First Quadrant
California
$183K – – –
GC
532
Grace Capital
Massachusetts
$183K – – –
PCM
533
Prelude Capital Management
New York
$179K -$78.3K -858 -30%
BFEC
534
Benjamin F. Edwards & Company
Missouri
$176K – – –
ACM
535
Aubrey Capital Management
United Kingdom
$176K -$60.3K -660 -26%
CIA
536
CSat Investment Advisory
Michigan
$175K -$216K -2,370 -55%
CSPIA
537
Cary Street Partners Investment Advisory
Virginia
$172K +$172K +1,879 New
QCG
538
Quadrant Capital Group
Ohio
$148K -$15.8K -173 -10%
DZ Bank
539
DZ Bank
Germany
$145K – – –
AAM
540
Advisors Asset Management
Colorado
$142K -$2.65K -29 -2%
CFGS
541
Concourse Financial Group Securities
Alabama
$141K +$91K +997 +182%
BG
542
Bollard Group
Massachusetts
$140K – – –
BBHC
543
Brown Brothers Harriman & Co
New York
$137K -$7.19K -79 -5%
PW
544
Price Wealth
Texas
$127K -$652K -7,140 -84%
SI
545
Stephens Inc
Arkansas
$124K +$13.5K +147 +12%
BAM
546
Belpointe Asset Management
Nevada
$122K -$422K -4,644 -78%
VFA
547
Valeo Financial Advisors
Indiana
$119K -$30.5K -333 -20%
WTC
548
WhitTier Trust Company
Nevada
$110K – – –
CAW
549
Cornerstone Advisors (Washington)
Washington
$108K -$2.38K -26 -2%
Cohen & Steers
550
Cohen & Steers
New York
$105K – – –
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