DLTR icon

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 %
AWM
701
Avior Wealth Management
Nebraska
$9K – – –
TH
702
TCTC Holdings
Texas
$8K – – –
EA
703
Elm Advisors
California
$8K +$8K +74 New
PP
704
Pacifica Partners
Canada
$7K – – –
LFG
705
Larson Financial Group
Missouri
$7K +$323 +3 +5%
SAI
706
Systematic Alpha Investments
New Jersey
$7K +$7K +62 New
SIAG
707
Safeguard Investment Advisory Group
California
$7K +$7K +74 New
FHC
708
First Horizon Corporation
Tennessee
$6K – – –
APC
709
Aspire Private Capital
North Carolina
$6K – – –
BWM
710
BerganKDV Wealth Management
Minnesota
$6K +$1.41K +12 +31%
SWA
711
Sutton Wealth Advisors
Florida
$5.4K +$324 +3 +6%
HGWM
712
Harvest Group Wealth Management
Massachusetts
$5K -$5K -50 -50%
TWA
713
TCI Wealth Advisors
Arizona
$5K – – –
PFP
714
Pinnacle Financial Partners
Tennessee
$5K – – –
BC
715
Bartlett & Co
Ohio
$5K +$5K +44 New
LGA
716
Lebenthal Global Advisors
New York
$5K +$5K +50 New
BCWM
717
Bartlett & Co Wealth Management
Ohio
$4.75K +$4.75K +44 New
LWANC
718
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K – – –
GG
719
Gleason Group
Kentucky
$4K – – –
TAIM
720
TD Ameritrade Investment Management
Nebraska
$4K +$976 +10 +32%
APWA
721
Atlas Private Wealth Advisors
New Jersey
$3K – – –
PFSC
722
Peoples Financial Services Corp
Pennsylvania
$3K – – –
BWM
723
Baystate Wealth Management
Massachusetts
$3K – – –
ME
724
McIlrath & Eck
Washington
$3K – – –
EWA
725
Evolution Wealth Advisors
Florida
$3K – – –
27 28
29
30 31