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Dollar Tree
DLTR

Overview Fund Activity

725 hedge funds and large institutions have $20.5B invested in Dollar Tree in 2021 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 261 increasing their positions, 271 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
-24
Holders Change %
-3.2%
% of All Funds
12.66%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
85
Increased
261
Reduced
271
Closed
101
Calls
$365M
Puts
$321M
Net Calls
+$43.3M
Net Calls Change
-$42.2M

Top Buyers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$186M
2
Macquarie Group
Macquarie Group
Australia
+$128M
3
RP
RR Partners
New York
+$84.6M
4
EIC
Equity Investment Corp
Georgia
+$67.2M
5
Morgan Stanley
Morgan Stanley
New York
+$64.5M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$318M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$172M
3
BlackRock
BlackRock
New York
-$166M
4
KCM
Kensico Capital Management
Connecticut
-$122M
5
DCM
Dorsal Capital Management
California
-$97.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
701
Vigilant Capital Management
Maine
$3K +$3K +27 New
WPA
702
West Paces Advisors
Georgia
$2.39K – – –
FHA
703
First Horizon Advisors
Tennessee
$2K -$91 -1 -4%
NFSG
704
Newbridge Financial Services Group
Florida
$2K – – –
NSB
705
Norway Savings Bank
Maine
$2K – – –
HPC
706
HM Payson & Co
Maine
$2K – – –
SA
707
SRH Advisors
Kansas
$2K – – –
FMTCOCP
708
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –
APWA
709
Atlas Private Wealth Advisors
New Jersey
$2K – – –
EBA
710
Eagle Bay Advisors
New York
$2K +$2K +16 New
FMP
711
Financial Management Professionals
Texas
$2K +$2K +17 New
SWA
712
SOA Wealth Advisors
New York
$2K +$1.36K +19 +211%
FFG
713
Ford Financial Group
California
$2K +$2K +21 New
LWM
714
Liberty Wealth Management
California
$2K +$2K +25 New
UFF
715
USA Financial Formulas
Michigan
$1K -$1.71M -10,287 -100%
VNA
716
Valley National Advisers
Pennsylvania
$1K – – –
WAS
717
Winch Advisory Services
Wisconsin
$1K – – –
MCM
718
MV Capital Management
Maryland
$1K +$1K +7 New
SB
719
Strategic Blueprint
Georgia
$1K +$1K +9 New
JWM
720
Janiczek Wealth Management
Colorado
$1K +$1K +10 New
SFO
721
Standard Family Office
South Dakota
$1K +$1K +15 New
ED
722
Exane Derivatives
France
$588 – – –
BBHC
723
Brown Brothers Harriman & Co
New York
$129 -$10 -97 -7%
WIM
724
Westside Investment Management
California
$4 – – –
KCM
725
Kensico Capital Management
Connecticut
– -$122M -1,066,700 Closed
27 28
29
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