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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
$2.46B
3
Capital Research Global Investors
Capital Research Global Investors
California
$103M
4
Bessemer Group
Bessemer Group
New Jersey
$93.7M
5
Primecap Management
Primecap Management
California
$117M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$807M
2
ACM
AKRE Capital Management
Virginia
$411M
3
KCM
Kensico Capital Management
Connecticut
$122M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$29.5M
5
LCOV
London Company of Virginia
Virginia
$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
601
Concord Wealth Partners
Virginia
$152K -$17.3K -151 -10%
SI
602
Stephens Inc
Arkansas
$144K +$5.28K +46 +4%
FMT
603
First Mercantile Trust
Tennessee
$143K -$15.3K -134 -10%
S
604
SignatureFD
Georgia
$143K +$41.9K +367 +41%
WTC
605
WhitTier Trust Company
Nevada
$137K – – –
LTI
606
Laffer Tengler Investments
Tennessee
$136K +$15.1K +132 +12%
Cohen & Steers
607
Cohen & Steers
New York
$126K -$6.31K -55 -5%
NL
608
NKCFO LLC
Illinois
$126K – – –
FCB
609
First Command Bank
Texas
$125K – – –
FCFS
610
First Command Financial Services
Texas
$125K – – –
BAM
611
Belpointe Asset Management
Nevada
$125K +$1.03K +9 +0.8%
WAP
612
Wealthcare Advisory Partners
Pennsylvania
$124K +$124K +1,086 New
VFA
613
Valeo Financial Advisors
Indiana
$117K +$2.97K +26 +3%
RWB
614
RMR Wealth Builders
New Jersey
$116K +$2.29K +20 +2%
GEA
615
Glen Eagle Advisors
New Jersey
$96.6K +$55.2K +482 +133%
GWM
616
Geneos Wealth Management
Colorado
$96K +$11.4K +100 +13%
PA
617
Parallel Advisors
California
$96K +$31.9K +280 +50%
NFG
618
Next Financial Group
Texas
$93K +$5.04K +44 +6%
CA
619
Clearstead Advisors
Ohio
$90K -$16.1K -141 -15%
FBT
620
First Bank & Trust
South Dakota
$87K +$11.4K +100 +15%
MHR
621
Matthew Hamilton Rosenberg
$86K – – –
NSIM
622
North Star Investment Management
Illinois
$81K – – –
First Manhattan
623
First Manhattan
New York
$80K – – –
RIM
624
Rockbridge Investment Management
New York
$76K +$4.03K +35 +6%
Jones Financial Companies
625
Jones Financial Companies
Missouri
$75K +$75K +659 New
23 24
25
26 27