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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 %
SLF
676
Sun Life Financial
Ontario, Canada
$15K -$107 -1 -0.7%
AF
677
Allworth Financial
California
$15K +$15K +141 New
FMII
678
Farmers & Merchants Investments Inc
Nebraska
$14K – – –
EFSCE
679
Enterprise Financial Services Corp (EFSC)
Missouri
$14K +$748 +7 +6%
GWS
680
Glassman Wealth Services
Virginia
$14K +$1.54K +14 +12%
IA
681
IFP Advisors
Florida
$14K +$13.5K +129 +2,580%
IRC
682
Investors Research Corp
Georgia
$13K – – –
BAM
683
Bellevue Asset Management
Washington
$13K – – –
LC
684
Lindbrook Capital
California
$13K +$1.75K +16 +16%
SN
685
Sittner & Nelson
Oregon
$13K +$13K +117 New
EARNEST Partners
686
EARNEST Partners
Georgia
$12K – – –
PFGIA
687
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$8.7K +79 +263%
FF
688
FourThought Financial
Florida
$12K +$12K +112 New
FRA
689
Front Row Advisors
California
$11K – – –
TC
690
Truvestments Capital
Florida
$11K +$11K +100 New
TFS
691
TrustCore Financial Services
Tennessee
$10K -$2.2K -20 -18%
RBC
692
Roble Belko & Company
Pennsylvania
$10K – – –
LWCFA
693
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10K – – –
BWL
694
Bogart Wealth LLC
Virginia
$10K – – –
TFO
695
Tarbox Family Office
California
$10K +$105 +1 +1%
ZB
696
Zions Bancorporation
Utah
$10K +$313 +3 +3%
MCM
697
Manchester Capital Management
Vermont
$10K +$430 +4 +4%
CCA
698
Childress Capital Advisors
Texas
$10K +$10K +89 New
ADIM
699
Alpha DNA Investment Management
Maryland
$10K +$10K +97 New
AIG
700
American International Group
New York
$9.86K -$272 -2,520 -3%
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