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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
$2.46B
3
Capital Research Global Investors
Capital Research Global Investors
California
$103M
4
Bessemer Group
Bessemer Group
New Jersey
$93.7M
5
Primecap Management
Primecap Management
California
$117M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$807M
2
ACM
AKRE Capital Management
Virginia
$411M
3
KCM
Kensico Capital Management
Connecticut
$122M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$29.5M
5
LCOV
London Company of Virginia
Virginia
$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
526
Bahl & Gaynor
Ohio
$339K -$27.2K -238 -7%
KPWS
527
Kestra Private Wealth Services
Texas
$333K -$285K -2,490 -46%
1W
528
1776 Wealth
Georgia
$323K – – –
FIM
529
Fernwood Investment Management
Massachusetts
$320K – – –
GLLW
530
Graves Light Lenhart Wealth
Virginia
$317K +$3.32K +29 +1%
SC
531
SouthState Corp
Florida
$316K – – –
LBD
532
Landsberg Bennett & Dubbaneh
Florida
$315K +$80.9K +697 +35%
LCP
533
Legacy Capital Partners
Wisconsin
$312K – – –
SS
534
Sunbelt Securities
Texas
$312K – – –
WMG
535
WESCAP Management Group
California
$312K – – –
PCM
536
Pointe Capital Management
Michigan
$311K -$2.86K -25 -0.9%
EFM
537
E Fund Management
China
$311K +$311K +2,718 New
FA
538
FDx Advisors
Illinois
$307K -$204K -1,782 -40%
CTC
539
Central Trust Company
Missouri
$306K -$22.3K -195 -7%
Canada Pension Plan Investment Board
540
Canada Pension Plan Investment Board
Ontario, Canada
$303K -$296K -2,587 -49%
RJT
541
Raymond James Trust
Florida
$299K -$4.23K -37 -1%
EIM
542
Essex Investment Management
Massachusetts
$299K – – –
PP
543
Paloma Partners
Connecticut
$298K -$2.57M -22,413 -90%
TI
544
Tidal Investments
Wisconsin
$298K +$64.2K +560 +27%
VPIM
545
Vanguard Personalized Indexing Management
California
$297K +$297K +2,595 New
HWAM
546
Hennion & Walsh Asset Management
New Jersey
$293K +$293K +2,557 New
ESCM
547
Echo Street Capital Management
New York
$289K +$289K +2,523 New
WANY
548
Wealthspire Advisors (New York)
New York
$288K +$288K +2,515 New
CA
549
Crumly & Associates
Illinois
$285K +$285K +2,493 New
SPIA
550
Steward Partners Investment Advisory
New York
$278K +$12.9K +113 +5%
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