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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 %
ME
726
McIlrath & Eck
Washington
$3K – – –
EWA
727
Evolution Wealth Advisors
Florida
$3K – – –
HI
728
Human Investing
Oregon
$3K – – –
APWA
729
Atlas Private Wealth Advisors
New Jersey
$3K – – –
SWM
730
Selective Wealth Management
Virginia
$3K +$3K +24 New
NFSG
731
Newbridge Financial Services Group
Florida
$3K +$3K +25 New
WPA
732
West Paces Advisors
Georgia
$2.75K – – –
ACM
733
Allred Capital Management
Texas
$2.63K +$2.63K +23 New
KFS
734
Kelly Financial Services
Massachusetts
$2.06K – – –
TFA
735
Transamerica Financial Advisors
Florida
$2K -$167 -1 -8%
NSB
736
Norway Savings Bank
Maine
$2K – – –
FMTCOCP
737
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –
HPC
738
HM Payson & Co
Maine
$2K +$1.11K +10 +125%
FHA
739
First Horizon Advisors
Tennessee
$2K +$2K +23 New
VNA
740
Valley National Advisers
Pennsylvania
$1K -$1K -8 -50%
WAS
741
Winch Advisory Services
Wisconsin
$1K – – –
SSB
742
Sandy Spring Bank
Maryland
$1K – – –
MLFP
743
MPS Loria Financial Planners
Illinois
$1K – – –
SWA
744
SOA Wealth Advisors
New York
$1K +$111 +1 +13%
MPWT
745
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +8 New
ED
746
Exane Derivatives
France
$687 – – –
Walleye Capital
747
Walleye Capital
New York
$662 +$662 +5,781 New
BBHC
748
Brown Brothers Harriman & Co
New York
$160 -$24 -206 -13%
WIM
749
Westside Investment Management
California
$5 – – –
Two Sigma Advisers
750
Two Sigma Advisers
New York
– -$61.5M -569,333 Closed
28 29
30
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