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Dollar Tree
DLTR

Overview Fund Activity

755 hedge funds and large institutions have $22.7B invested in Dollar Tree in 2020 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 260 increasing their positions, 252 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
+72
Holders Change %
+10.54%
% of All Funds
13.4%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.3%
New
138
Increased
260
Reduced
252
Closed
58
Calls
$242M
Puts
$158M
Net Calls
+$83.8M
Net Calls Change
+$45.2M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$237M
2
American Century Companies
American Century Companies
Missouri
$166M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
$116M
4
DCM
Dorsal Capital Management
California
$75.6M
5
Prudential Financial
Prudential Financial
New Jersey
$113M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$942M
2
MC
Maverick Capital
Texas
$0
3
BlackRock
BlackRock
New York
$2.07B
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.63B
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$3.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
651
O'Shaughnessy Asset Management
Connecticut
$29K +$9.34K +85 +47%
CWC
652
Carolinas Wealth Consulting
North Carolina
$28K – – –
EDRH
653
Edmond de Rothschild Holding
Switzerland
$27K -$78K -722 -74%
HWA
654
Heritage Wealth Advisors
Virginia
$25K -$8.97K -84 -26%
EW
655
Evoke Wealth
California
$25K +$847 +8 +4%
CIA
656
CSat Investment Advisory
Michigan
$24K -$187K -1,702 -89%
PCG
657
Private Capital Group
Connecticut
$24K – – –
KFI
658
Key Financial Inc
Pennsylvania
$24K +$24K +219 New
TFGT
659
TS Financial Group (TSFG)
Illinois
$24K +$24K +221 New
ICP
660
Interchange Capital Partners
Pennsylvania
$23K +$23K +216 New
HR
661
Howe & Rusling
New York
$22K -$9.35K -85 -30%
CTB
662
Country Trust Bank
Illinois
$22K – – –
MSFP
663
Mark Sheptoff Financial Planning
Connecticut
$22K – – –
MWP
664
Meridian Wealth Partners
Pennsylvania
$22K +$22K +200 New
RPWA
665
Regent Peak Wealth Advisors
Georgia
$22K +$22K +201 New
FNBOSM
666
First National Bank of South Miami
Florida
$21K – – –
FAM
667
Fred Alger Management
New York
$20K – – –
CFD
668
Creative Financial Designs
Indiana
$20K – – –
ATC
669
Adirondack Trust Company
New York
$20K +$20K +200 New
EIP
670
Ellis Investment Partners
Pennsylvania
$18K +$107 +1 +0.6%
CCA
671
Catalyst Capital Advisors
New York
$18K +$18K +166 New
PWMG
672
Prestige Wealth Management Group
New Jersey
$17K -$630 -6 -4%
CFN
673
Cordasco Financial Network
Florida
$16K – – –
PFBT
674
Parkside Financial Bank & Trust
Missouri
$16K +$6.05K +56 +61%
DAC
675
Dividend Assets Capital
South Carolina
$16K +$16K +150 New
25 26
27
28 29