DLTR icon

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
+$262M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$103M
4
Bessemer Group
Bessemer Group
New Jersey
+$93.6M
5
Primecap Management
Primecap Management
California
+$91.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$191M
2
ACM
AKRE Capital Management
Virginia
-$107M
3
KCM
Kensico Capital Management
Connecticut
-$105M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$93.7M
5
LCOV
London Company of Virginia
Virginia
-$75.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KTA
551
Keeley-Teton Advisors
Illinois
$278K – – –
FSA
552
Franklin Street Advisors
North Carolina
$273K – – –
KFP
553
KB Financial Partners
New Jersey
$273K +$273K +2,383 New
AIM
554
Anchor Investment Management
South Carolina
$268K -$577K -5,037 -68%
GTCM
555
Gyon Technologies Capital Management
New Jersey
$268K -$919K -8,032 -77%
KP
556
Keel Point
Alabama
$266K +$18.2K +159 +7%
SIM
557
Sentry Investment Management
Wisconsin
$264K -$1.26M -11,040 -83%
EI
558
Ethic Inc
New York
$264K +$34.2K +299 +15%
SW
559
SVB Wealth
Massachusetts
$263K -$19.6K -171 -7%
IC
560
Intersect Capital
California
$261K +$9.15K +80 +4%
EF
561
Empirical Finance
Pennsylvania
$259K – – –
AOWM
562
Alpha Omega Wealth Management
Virginia
$254K – – –
GG
563
Golden Green
South Carolina
$252K -$294K -2,566 -54%
WW
564
Westshore Wealth
California
$251K +$251K +2,190 New
CAM
565
Cozad Asset Management
Illinois
$246K -$43.5K -380 -15%
BCM
566
Bayesian Capital Management
New York
$244K +$27K +236 +12%
KeyBank National Association
567
KeyBank National Association
Ohio
$241K +$7.55K +66 +3%
BFEC
568
Benjamin F. Edwards & Company
Missouri
$241K +$21.4K +187 +10%
IFWM
569
Institute for Wealth Management
Colorado
$236K -$572 -5 -0.2%
CCA
570
Checchi Capital Advisers
California
$234K +$4.46K +39 +2%
HI
571
Harbour Investments
Wisconsin
$234K +$234K +2,046 New
OTPPB
572
Ontario Teachers' Pension Plan Board
Ontario, Canada
$233K -$199K -1,741 -46%
FIM
573
Freedom Investment Management
Connecticut
$233K +$16.5K +144 +8%
SCM
574
Stonebridge Capital Management
California
$229K – – –
WMA
575
Wealth Management Associates
New Jersey
$229K – – –
21 22
23
24 25