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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 %
CCA
626
Column Capital Advisors
Indiana
$70K -$76.2K -668 -52%
APA
627
American Portfolios Advisors
New York
$66.4K +$17.3K +151 +35%
CA
628
Crewe Advisors
Utah
$63K +$1.6K +14 +3%
LWA
629
Lenox Wealth Advisors
New York
$58K -$27.1K -237 -32%
VCM
630
Versant Capital Management
Arizona
$55K – – –
TCOV
631
Trust Company of Vermont
Vermont
$54K -$7.28K -64 -12%
OIA
632
Optimum Investment Advisors
Illinois
$52K -$19.6K -170 -27%
AL
633
ADE LLC
Maryland
$52K – – –
CG
634
Cutler Group
California
$51K -$501K -4,417 -91%
GAM
635
Grandview Asset Management
Pennsylvania
$47K +$47K +414 New
AssetMark Inc
636
AssetMark Inc
California
$46K -$1.84K -16 -4%
EI
637
Ellevest Inc
New York
$46K -$455 -4 -1%
WT
638
Washington Trust
Rhode Island
$45K – – –
OSAM
639
O'Shaughnessy Asset Management
Connecticut
$45K +$14.6K +127 +48%
CFN
640
Cordasco Financial Network
Florida
$45K +$28.3K +250 +170%
CI
641
CX Institutional
Indiana
$44K +$9.19K +80 +26%
RTC
642
Riverview Trust Company
Washington
$41K – – –
BCA
643
Berman Capital Advisors
Georgia
$40K +$6.29K +56 +19%
PK
644
Pflug Koory
Nebraska
$40K +$40K +350 New
EP
645
Eudaimonia Partners
Tennessee
$39K +$4.4K +39 +13%
PFGIA
646
Patriot Financial Group Insurance Agency
Massachusetts
$37K +$24.5K +213 +195%
GRP
647
Global Retirement Partners
California
$36K -$20.8K -181 -37%
FFA
648
Freedman Financial Associates
Massachusetts
$36K – – –
LCM
649
Logan Capital Management
Pennsylvania
$36K +$36K +315 New
PMFA
650
Plante Moran Financial Advisors
Michigan
$35K – – –
24 25
26
27 28