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 %
TFS
626
TrustCore Financial Services
Tennessee
$10K – – –
EARNEST Partners
627
EARNEST Partners
Georgia
$10K – – –
GWS
628
Glassman Wealth Services
Virginia
$10K +$4.34K +49 +77%
HGWM
629
Harvest Group Wealth Management
Massachusetts
$9K – – –
RBC
630
Roble Belko & Company
Pennsylvania
$9K – – –
LC
631
Lindbrook Capital
California
$9K +$524 +6 +6%
TFO
632
Tarbox Family Office
California
$9K +$2.2K +23 +32%
CCM
633
Chiron Capital Management
Florida
$9K +$9K +100 New
MCM
634
Manchester Capital Management
Vermont
$8K -$5.84K -65 -42%
PFBT
635
Parkside Financial Bank & Trust
Missouri
$8K -$2.09K -24 -21%
LWCFA
636
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K – – –
FHA
637
Flagship Harbor Advisors
Massachusetts
$8K – – –
AWM
638
Avior Wealth Management
Nebraska
$8K – – –
ZB
639
Zions Bancorporation
Utah
$8K – – –
BWL
640
Bogart Wealth LLC
Virginia
$8K – – –
RA
641
Rational Advisors
New York
$7K -$169K -1,759 -96%
TH
642
TCTC Holdings
Texas
$7K – – –
PP
643
Pacifica Partners
Canada
$6K – – –
LFG
644
Larson Financial Group
Missouri
$6K +$5.23K +54 +675%
AWA
645
Arkadios Wealth Advisors
Georgia
$5.92K +$96 +1 +2%
TWA
646
TCI Wealth Advisors
Arizona
$5K -$500 -5 -9%
PFP
647
Pinnacle Financial Partners
Tennessee
$5K – – –
HPC
648
HM Payson & Co
Maine
$5K +$4.31K +50 +625%
FHC
649
First Horizon Corporation
Tennessee
$5K +$5K +57 New
APC
650
Aspire Private Capital
North Carolina
$5K +$5K +59 New
24 25
26
27 28