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Dollar Tree
DLTR

Overview Fund Activity

683 hedge funds and large institutions have $19.3B invested in Dollar Tree in 2020 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 243 increasing their positions, 246 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
683
Holders Change
-1
Holders Change %
-0.15%
% of All Funds
13.82%
Holding in Top 10
13
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-40.91%
% of All Funds
0.26%
New
80
Increased
243
Reduced
246
Closed
76
Calls
$228M
Puts
$189M
Net Calls
+$38.6M
Net Calls Change
+$27.1M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$309M
2
KCM
Kensico Capital Management
Connecticut
+$166M
3
Ameriprise
Ameriprise
Minnesota
+$118M
4
WRF
Waddell & Reed Financial
Kansas
+$91M
5
BWA
Brave Warrior Advisors
New York
+$90.5M

Top Sellers

1
PCM
Palestra Capital Management
New York
-$181M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$136M
3
Aberdeen Group
Aberdeen Group
United Kingdom
-$128M
4
Citadel Advisors
Citadel Advisors
Florida
-$105M
5
UBS AM
UBS AM
Illinois
-$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
726
Calamos Wealth Management
Illinois
– -$262K -2,824 Closed
BCM
727
Brookstone Capital Management
Illinois
– -$258K -2,780 Closed
TI
728
Trexquant Investment
Connecticut
– -$250K -2,698 Closed
FHC
729
First Heartland Consultants
Missouri
– -$243K -2,621 Closed
William Blair & Company
730
William Blair & Company
Illinois
– -$224K -2,422 Closed
AC
731
Athanor Capital
New York
– -$215K -2,321 Closed
CCA
732
Checchi Capital Advisers
California
– -$210K -2,268 Closed
FRM
733
Fox Run Management
Connecticut
– -$207K -2,234 Closed
CCT
734
Country Club Trust
Missouri
– -$207K -2,214 Closed
WAM
735
Wealthspire Advisors (Maryland)
Maryland
– -$205K -2,207 Closed
BFIM
736
Beese Fulmer Investment Management
Ohio
– -$204K -2,196 Closed
EMFAT
737
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$174K -1,880 Closed
CFG
738
Citizens Financial Group
Rhode Island
– -$126K -1,360 Closed
FA
739
Fortis Advisors
Pennsylvania
– -$70K -750 Closed
MMG
740
Monetary Management Group
Missouri
– -$70K -750 Closed
CWP
741
CFM Wealth Partners
Texas
– -$65K -710 Closed
KWM
742
Keebeck Wealth Management
Illinois
– -$57K -618 Closed
FWM
743
Filbrandt Wealth Management
Wisconsin
– -$56K -600 Closed
RWB
744
RMR Wealth Builders
New Jersey
– -$52K -560 Closed
SF
745
Synovus Financial
Georgia
– -$44K -468 Closed
OPS
746
Orion Portfolio Solutions
Nebraska
– -$41K -437 Closed
PWP
747
Principle Wealth Partners
Connecticut
– -$30K -320 Closed
KPW
748
Kore Private Wealth
New York
– -$27K -291 Closed
PA
749
Procyon Advisors
Connecticut
– -$15K -162 Closed
RFA
750
Reilly Financial Advisors
California
– -$11K -120 Closed
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