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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 %
FSA
551
Franklin Street Advisors
North Carolina
$258K +$19.1K +177 +8%
William Blair & Company
552
William Blair & Company
Illinois
$253K +$253K +2,346 New
SPIA
553
Steward Partners Investment Advisory
New York
$251K +$33.1K +306 +15%
AOWM
554
Alpha Omega Wealth Management
Virginia
$240K – – –
BCM
555
Breiter Capital Management
Florida
$238K – – –
IC
556
Intersect Capital
California
$238K +$108 +1 +0%
KP
557
Keel Point
Alabama
$233K +$233K +2,161 New
JCIA
558
Jackson Creek Investment Advisors
Colorado
$230K +$230K +2,129 New
FANJ
559
Financial Architects (New Jersey)
New Jersey
$228K -$48.2K -447 -17%
ACA
560
Atlas Capital Advisors
Wyoming
$227K +$227K +2,102 New
AWM
561
Apollon Wealth Management
South Carolina
$225K +$225K +2,085 New
IFWM
562
Institute for Wealth Management
Colorado
$223K +$223K +2,068 New
KeyBank National Association
563
KeyBank National Association
Ohio
$221K +$221K +2,041 New
TI
564
Tidal Investments
Wisconsin
$220K +$220K +2,040 New
VF
565
Virtu Financial
New York
$219K +$219K +2,029 New
LBD
566
Landsberg Bennett & Dubbaneh
Florida
$218K -$34.5K -319 -14%
CCA
567
Checchi Capital Advisers
California
$217K +$217K +2,006 New
EI
568
Ethic Inc
New York
$217K +$217K +2,007 New
WMA
569
Wealth Management Associates
New Jersey
$216K +$216K +2,000 New
SCM
570
Stonebridge Capital Management
California
$216K +$216K +2,000 New
Bank Julius Baer & Co
571
Bank Julius Baer & Co
Switzerland
$215K +$214K +1,978 +16,483%
JWCA
572
J.W. Cole Advisors
Florida
$212K +$212K +1,959 New
QSS
573
Quantitative Systematic Strategies
Florida
$211K +$211K +1,955 New
BFEC
574
Benjamin F. Edwards & Company
Missouri
$208K – – –
GC
575
Grace Capital
Massachusetts
$205K – – –
21 22
23
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