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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
$751M
3
RP
RR Partners
New York
$84.6M
4
EIC
Equity Investment Corp
Georgia
$67.2M
5
Morgan Stanley
Morgan Stanley
New York
$108M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$153M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$529M
3
BlackRock
BlackRock
New York
$1.97B
4
KCM
Kensico Capital Management
Connecticut
$0
5
DCM
Dorsal Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RWB
801
RMR Wealth Builders
New Jersey
– -$116K -1,013 Closed
GAM
802
Grandview Asset Management
Pennsylvania
– -$47K -414 Closed
EP
803
Eudaimonia Partners
Tennessee
– -$39K -346 Closed
FF
804
FourThought Financial
Florida
– -$30K -264 Closed
SIC
805
Salem Investment Counselors
North Carolina
– -$30K -258 Closed
MWP
806
Meridian Wealth Partners
Pennsylvania
– -$29K -252 Closed
AF
807
Allworth Financial
California
– -$16K -141 Closed
SLF
808
Sun Life Financial
Ontario, Canada
– -$16K -139 Closed
BAM
809
Bellevue Asset Management
Washington
– -$14K -120 Closed
KPCM
810
Kings Point Capital Management
New York
– -$13K -110 Closed
CAC
811
Certified Advisory Corp
Florida
– -$13K -110 Closed
AIC
812
Ameritas Investment Company
Nebraska
– -$11.8K -103 Closed
TC
813
Truvestments Capital
Florida
– -$11K -100 Closed
MCM
814
Manchester Capital Management
Vermont
– -$10K -86 Closed
PP
815
Pacifica Partners
Canada
– -$8K -65 Closed
PP
816
PrairieView Partners
Minnesota
– -$7K -63 Closed
WP
817
WealthShield Partners
North Carolina
– -$5K -40 Closed
ADIM
818
Alpha DNA Investment Management
Maryland
– -$4K -36 Closed
DWP
819
Destiny Wealth Partners
Florida
– -$4K -32 Closed
PFSC
820
Peoples Financial Services Corp
Pennsylvania
– -$3K -30 Closed
HI
821
Human Investing
Oregon
– -$3K -28 Closed
SWM
822
Selective Wealth Management
Virginia
– -$3K -24 Closed
ACM
823
Allred Capital Management
Texas
– -$2.63K -23 Closed
TFA
824
Transamerica Financial Advisors
Florida
– -$2K -12 Closed
MLFP
825
MPS Loria Financial Planners
Illinois
– -$1K -9 Closed
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