DLTR icon

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 %
MIFH
576
Migdal Insurance & Financial Holdings
Israel
$53K -$21.3K -233 -29%
AIM
577
AIA Investment Management
Singapore
$50K +$18.3K +202 +58%
PFS
578
Prospera Financial Services
Texas
$49K +$49K +536 New
CYG
579
Clean Yield Group
Vermont
$46K – – –
CA
580
Crewe Advisors
Utah
$46K – – –
Millennium Management
581
Millennium Management
New York
$45K -$52K -569,824 -54%
APA
582
American Portfolios Advisors
New York
$44.7K -$26.5K -290 -37%
GRP
583
Global Retirement Partners
California
$44K -$22.8K -250 -34%
VCM
584
Versant Capital Management
Arizona
$43K – – –
AAP
585
Arax Advisory Partners
Colorado
$42K -$122K -1,329 -74%
WT
586
Washington Trust
Rhode Island
$42K -$1.02K -11 -2%
Group One Trading
587
Group One Trading
Illinois
$42K +$42K +460 New
CHA
588
Carmichael Hill & Associates
Maryland
$37K – – –
RTC
589
Riverview Trust Company
Washington
$33K – – –
TCOV
590
Trust Company of Vermont
Vermont
$32K -$32.9K -360 -51%
EP
591
Eudaimonia Partners
Tennessee
$32K – – –
AssetMark Inc
592
AssetMark Inc
California
$32K +$3.3K +36 +12%
BBL
593
Beck Bode LLC
Massachusetts
$31K +$31K +342 New
HWA
594
Heritage Wealth Advisors
Virginia
$29K – – –
PFO
595
Pathstone Family Office
New Jersey
$29K -$272K -3,000 -90%
PWM
596
Provident Wealth Management
Tennessee
$29K +$29K +318 New
PMFA
597
Plante Moran Financial Advisors
Michigan
$28K – – –
BCA
598
Berman Capital Advisors
Georgia
$27K -$3.15K -35 -10%
GAM
599
Gemmer Asset Management
California
$27K – – –
HR
600
Howe & Rusling
New York
$26K – – –
22 23
24
25 26