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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 %
SWA
651
Sutton Wealth Advisors
Florida
$4.29K – – –
BWM
652
BerganKDV Wealth Management
Minnesota
$4K – – –
LF
653
Lee Financial
Texas
$4K – – –
GG
654
Gleason Group
Kentucky
$4K – – –
AA
655
Advisory Alpha
Michigan
$4K +$4K +47 New
LWANC
656
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
PFSC
657
Peoples Financial Services Corp
Pennsylvania
$3K – – –
EWA
658
Evolution Wealth Advisors
Florida
$3K – – –
HI
659
Human Investing
Oregon
$3K – – –
WCG
660
Weaver Consulting Group
California
$3K – – –
TAIM
661
TD Ameritrade Investment Management
Nebraska
$3K +$1.16K +12 +63%
PFGIA
662
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$1.9K +19 +173%
MPWT
663
MassMutual Private Wealth & Trust
Connecticut
$3K +$3K +30 New
PFWA
664
Paces Ferry Wealth Advisors
Georgia
$3K +$3K +31 New
WPA
665
West Paces Advisors
Georgia
$2.19K – – –
BWM
666
Baystate Wealth Management
Massachusetts
$2K – – –
FPB
667
First PREMIER Bank
South Dakota
$2K – – –
FMTCOCP
668
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –
ME
669
McIlrath & Eck
Washington
$2K – – –
APWA
670
Atlas Private Wealth Advisors
New Jersey
$2K – – –
M
671
MOTCO
Texas
$2K – – –
SA
672
SRH Advisors
Kansas
$2K – – –
TFA
673
Transamerica Financial Advisors
Florida
$2K +$1.85K +12 +1,200%
PFA
674
Professional Financial Advisors
Nebraska
$2K +$2K +17 New
BWA
675
BDO Wealth Advisors
Florida
$2K +$2K +20 New
25 26
27
28 29