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Dollar Tree
DLTR

Overview Fund Activity

691 hedge funds and large institutions have $19.2B invested in Dollar Tree in 2021 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 237 increasing their positions, 276 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
-34
Holders Change %
-4.69%
% of All Funds
12.14%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
75
Increased
237
Reduced
276
Closed
100
Calls
$642M
Puts
$445M
Net Calls
+$197M
Net Calls Change
+$153M

Top Buyers

1
Nomura Holdings
Nomura Holdings
Japan
$296M
2
MIP
Mondrian Investment Partners
United Kingdom
$136M
3
CWM
CIBC World Markets
New York
$97.8M
4
Wells Fargo
Wells Fargo
California
$237M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$105M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$498M
2
Lazard Asset Management
Lazard Asset Management
New York
$413M
3
BlackRock
BlackRock
New York
$1.66B
4
Macquarie Group
Macquarie Group
Australia
$545M
5
BWA
Brave Warrior Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
626
Resolute Advisors
California
$11K – – –
CCM
627
Carderock Capital Management
Maryland
$11K +$11K +120 New
MSFP
628
Mark Sheptoff Financial Planning
Connecticut
$10K -$10K -100 -50%
FRA
629
Front Row Advisors
California
$10K – – –
Loomis, Sayles & Company
630
Loomis, Sayles & Company
Massachusetts
$10K +$10K +103 New
SSB
631
Sandy Spring Bank
Maryland
$9K -$14.6K -159 -62%
AWA
632
Arkadios Wealth Advisors
Georgia
$9K -$3.12K -35 -26%
TFS
633
TrustCore Financial Services
Tennessee
$9K – – –
RBC
634
Roble Belko & Company
Pennsylvania
$9K – – –
BWL
635
Bogart Wealth LLC
Virginia
$9K – – –
TFO
636
Tarbox Family Office
California
$8K -$857 -9 -10%
BAM
637
Barrett Asset Management
New York
$8K +$8K +85 New
Jones Financial Companies
638
Jones Financial Companies
Missouri
$7K – – –
TH
639
TCTC Holdings
Texas
$7K – – –
SAI
640
Systematic Alpha Investments
New Jersey
$7K – – –
ME
641
McIlrath & Eck
Washington
$7K +$4.51K +49 +181%
Nisa Investment Advisors
642
Nisa Investment Advisors
Missouri
$6.63K -$105 -1,100 -2%
CWC
643
Carolinas Wealth Consulting
North Carolina
$6K -$19.5K -195 -76%
APC
644
Aspire Private Capital
North Carolina
$6K – – –
LWM
645
Liberty Wealth Management
California
$6K +$3.41K +33 +132%
FHA
646
First Horizon Advisors
Tennessee
$6K +$4.06K +46 +209%
OIA
647
Optimum Investment Advisors
Illinois
$5K -$38.5K -400 -88%
TWA
648
TCI Wealth Advisors
Arizona
$5K -$3.5K -35 -41%
FIA
649
FNY Investment Advisers
New York
$5K -$1.67K -18 -25%
RE
650
RBC Europe
United Kingdom
$4.79K +$4.79K +50 New
24 25
26
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