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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 %
WTC
601
WhitTier Trust Company
Nevada
$130K – – –
Cohen & Steers
602
Cohen & Steers
New York
$125K – – –
NL
603
NKCFO LLC
Illinois
$119K – – –
FCFS
604
First Command Financial Services
Texas
$118K – – –
FCB
605
First Command Bank
Texas
$118K – – –
BAM
606
Belpointe Asset Management
Nevada
$117K -$28.1K -260 -19%
LTI
607
Laffer Tengler Investments
Tennessee
$114K +$114K +1,058 New
VFA
608
Valeo Financial Advisors
Indiana
$108K -$32.5K -301 -23%
RWB
609
RMR Wealth Builders
New Jersey
$107K +$107K +993 New
CA
610
Clearstead Advisors
Ohio
$100K – – –
S
611
SignatureFD
Georgia
$96K +$7.27K +67 +8%
PFO
612
Pathstone Family Office
New Jersey
$96K +$61.1K +559 +175%
GWM
613
Geneos Wealth Management
Colorado
$84K -$28.6K -253 -25%
NFG
614
Next Financial Group
Texas
$83K -$18.7K -173 -18%
MHR
615
Matthew Hamilton Rosenberg
$81K – – –
LWA
616
Lenox Wealth Advisors
New York
$80K +$14.1K +131 +21%
VCG
617
Vantage Consulting Group
Virginia
$80K +$80K +743 New
NSIM
618
North Star Investment Management
Illinois
$77K – – –
IAIM
619
International Assets Investment Management
Florida
$76K -$24.6K -6,964 -24%
First Manhattan
620
First Manhattan
New York
$75K – – –
MAM
621
Meeder Asset Management
Ohio
$74K -$660K -6,114 -90%
FBT
622
First Bank & Trust
South Dakota
$71K -$215 -2 -0.3%
RIM
623
Rockbridge Investment Management
New York
$68K – – –
OIA
624
Optimum Investment Advisors
Illinois
$67K -$8.08K -75 -11%
PA
625
Parallel Advisors
California
$61K -$42.9K -396 -41%
23 24
25
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