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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 %
CWC
601
Carolinas Wealth Consulting
North Carolina
$23K +$13.7K +153 +147%
FCH
602
Freestone Capital Holdings
Washington
$21.4K +$21.4K +234 New
EW
603
Evoke Wealth
California
$21K -$184 -2 -0.9%
WT
604
Whittier Trust
California
$20K – – –
PCG
605
Private Capital Group
Connecticut
$20K – – –
CTB
606
Country Trust Bank
Illinois
$18K – – –
MSFP
607
Mark Sheptoff Financial Planning
Connecticut
$18K – – –
CFD
608
Creative Financial Designs
Indiana
$17K -$32.3K -352 -66%
FAM
609
Fred Alger Management
New York
$17K – – –
FNBOSM
610
First National Bank of South Miami
Florida
$17K – – –
OSAM
611
O'Shaughnessy Asset Management
Connecticut
$16K +$1.61K +18 +11%
EIP
612
Ellis Investment Partners
Pennsylvania
$15K – – –
PWMG
613
Prestige Wealth Management Group
New Jersey
$15K +$625 +7 +4%
CI
614
CX Institutional
Indiana
$15K +$2.17K +24 +17%
SLF
615
Sun Life Financial
Ontario, Canada
$13K -$92 -1 -0.7%
CFN
616
Cordasco Financial Network
Florida
$13K – – –
RWA
617
Ropes Wealth Advisors
Massachusetts
$12K -$5.54K -60 -32%
EFSCE
618
Enterprise Financial Services Corp (EFSC)
Missouri
$12K – – –
FIA
619
FNY Investment Advisers
New York
$12K +$7.11K +80 +145%
MDCM
620
Morgan Dempsey Capital Management
Wisconsin
$12K +$12K +131 New
BAM
621
Bellevue Asset Management
Washington
$11K -$1.38K -15 -11%
FRA
622
Front Row Advisors
California
$11K – – –
IRC
623
Investors Research Corp
Georgia
$11K – – –
FMII
624
Farmers & Merchants Investments Inc
Nebraska
$11K +$440 +5 +4%
ED
625
Exane Derivatives
France
$10.5K – – –
23 24
25
26 27