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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 %
HCA
551
Horan Capital Advisors
Ohio
$103K +$103K +1,124 New
NL
552
NKCFO LLC
Illinois
$100K +$100K +1,100 New
FCB
553
First Command Bank
Texas
$99K – – –
FCFS
554
First Command Financial Services
Texas
$99K – – –
EDRH
555
Edmond de Rothschild Holding
Switzerland
$89K +$22.9K +250 +35%
GWM
556
Geneos Wealth Management
Colorado
$88K -$3.1K -35 -3%
PA
557
Parallel Advisors
California
$88K +$5.14K +56 +6%
NFG
558
Next Financial Group
Texas
$86K +$86K +941 New
CA
559
Clearstead Advisors
Ohio
$85K +$7.68K +84 +10%
S
560
SignatureFD
Georgia
$75K -$18K -196 -19%
IAIM
561
International Assets Investment Management
Florida
$73K +$72 +28 +0.1%
MHR
562
Matthew Hamilton Rosenberg
$68K – – –
Capstone Investment Advisors
563
Capstone Investment Advisors
New York
$68K +$68K +741 New
C
564
Cerebellum
California
$66K -$42.3K -464 -39%
NSIM
565
North Star Investment Management
Illinois
$65K – – –
OIA
566
Optimum Investment Advisors
Illinois
$64K +$6.89K +75 +12%
FFA
567
Founders Financial Alliance
North Carolina
$64K +$64K +695 New
First Manhattan
568
First Manhattan
New York
$63K -$14.9K -166 -19%
Bessemer Group
569
Bessemer Group
New Jersey
$62K – – –
FBT
570
First Bank & Trust
South Dakota
$61K +$9.2K +100 +18%
EI
571
Ellevest Inc
New York
$61K +$59.5K +648 +4,050%
RIM
572
Rockbridge Investment Management
New York
$57K +$57K +625 New
LWA
573
Lenox Wealth Advisors
New York
$56K – – –
CCA
574
Column Capital Advisors
Indiana
$56K +$7.94K +87 +17%
NIM
575
NuWave Investment Management
New Jersey
$56K +$53K +575 +1,797%
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