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Dollar Tree
DLTR

Overview Fund Activity

749 hedge funds and large institutions have $24.2B invested in Dollar Tree in 2021 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 277 increasing their positions, 265 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
-6
Holders Change %
-0.79%
% of All Funds
13.19%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.32%
New
95
Increased
277
Reduced
265
Closed
98
Calls
$315M
Puts
$229M
Net Calls
+$85.6M
Net Calls Change
+$1.72M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$302M
2
BlackRock
2
BlackRock
New York
$2.46B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$103M
4
Bessemer Group
4
Bessemer Group
New Jersey
$93.7M
5
Primecap Management
5
Primecap Management
California
$117M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$807M
2
ACM
2
AKRE Capital Management
Virginia
$411M
3
KCM
3
Kensico Capital Management
Connecticut
$122M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$29.5M
5
LCOV
5
London Company of Virginia
Virginia
$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
TH
701
TCTC Holdings
Texas
$9K – – –
SC
702
Solstein Capital
California
$9K +$9K +75 New
Nisa Investment Advisors
703
Nisa Investment Advisors
Missouri
$8.47K -$184 -1,610 -2%
ZB
704
Zions Bancorporation
Utah
$8K -$3.64K -30 -31%
PP
705
Pacifica Partners
Canada
$8K – – –
AWA
706
Arkadios Wealth Advisors
Georgia
$8K +$7.47K +70 +1,400%
LFG
707
Larson Financial Group
Missouri
$7K – – –
APC
708
Aspire Private Capital
North Carolina
$7K – – –
PP
709
PrairieView Partners
Minnesota
$7K +$7K +63 New
FHC
710
First Horizon Corporation
Tennessee
$6K – – –
SWA
711
Sutton Wealth Advisors
Florida
$5.38K -$343 -3 -6%
BCWM
712
Bartlett & Co Wealth Management
Ohio
$5.04K – – –
BWM
713
BerganKDV Wealth Management
Minnesota
$5K -$930 -8 -16%
GG
714
Gleason Group
Kentucky
$5K – – –
BC
715
Bartlett & Co
Ohio
$5K – – –
BWA
716
BDO Wealth Advisors
Florida
$5K +$2.73K +24 +120%
WP
717
WealthShield Partners
North Carolina
$5K +$5K +40 New
ADIM
718
Alpha DNA Investment Management
Maryland
$4K -$6.78K -61 -63%
TAIM
719
TD Ameritrade Investment Management
Nebraska
$4K – – –
LWANC
720
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K – – –
BWM
721
Baystate Wealth Management
Massachusetts
$4K +$1.14K +10 +40%
DWP
722
Destiny Wealth Partners
Florida
$4K +$4K +32 New
APWA
723
Atlas Private Wealth Advisors
New Jersey
$3K – – –
PFSC
724
Peoples Financial Services Corp
Pennsylvania
$3K – – –
SA
725
SRH Advisors
Kansas
$3K – – –
27 28
29
30 31