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Dollar Tree
DLTR

Overview Fund Activity

696 hedge funds and large institutions have $20.3B invested in Dollar Tree in 2018 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 224 increasing their positions, 253 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+21
Holders Change %
+3.11%
% of All Funds
15.53%
Holding in Top 10
28
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+250%
% of All Funds
0.62%
New
121
Increased
224
Reduced
253
Closed
93
Calls
$248M
Puts
$332M
Net Calls
-$84.2M
Net Calls Change
-$8.38M

Top Buyers

1
JSP
Jackson Square Partners
California
$382M
2
BlackRock
BlackRock
New York
$1.65B
3
SV
Starboard Value
New York
$235M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$201M
5
Fidelity International
Fidelity International
Bermuda
$153M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$390M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.84B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$9.02M
4
Bank of America
Bank of America
North Carolina
$184M
5
Wells Fargo
Wells Fargo
California
$208M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
251
J.P. Morgan Private Wealth Advisors
California
$2.87M +$1.66M +18,357 +137%
MOACM
252
Mutual of America Capital Management
New York
$2.83M +$58.9K +652 +2%
HCM
253
Horrell Capital Management
Arkansas
$2.8M +$25.6K +283 +0.9%
RA
254
Rational Advisors
New York
$2.77M +$2.77M +30,676 +191,725%
Walleye Trading
255
Walleye Trading
New York
$2.76M -$7.28M -80,564 -73%
Victory Capital Management
256
Victory Capital Management
Texas
$2.75M -$11.7K -130 -0.4%
Mitsubishi UFJ Asset Management
257
Mitsubishi UFJ Asset Management
Japan
$2.71M -$167K -1,837 -6%
AB
258
Amalgamated Bank
New York
$2.7M -$54.4K -602 -2%
TC
259
TownSquare Capital
Utah
$2.64M +$2.64M +26,956 New
MCWS
260
McKinley Carter Wealth Services
West Virginia
$2.64M +$99.9K +1,106 +4%
FC
261
Forte Capital
New York
$2.63M +$80.4K +890 +3%
GHCM
262
Glen Harbor Capital Management
California
$2.62M +$157K +1,734 +6%
AG
263
Advisor Group
Arizona
$2.62M +$422K +4,673 +19%
FT
264
Fiduciary Trust
Massachusetts
$2.61M -$361 -4 -0%
DnB Asset Management
265
DnB Asset Management
Norway
$2.61M -$75.2K -833 -3%
RIL
266
Rothschild Investment LLC
Illinois
$2.6M -$40.6K -450 -2%
MYAM
267
Meiji Yasuda Asset Management
Japan
$2.59M +$57.8K +640 +2%
CCMINC
268
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.54M +$30.7K +340 +1%
Twin Tree Management
269
Twin Tree Management
Texas
$2.54M +$2.54M +28,104 New
VanEck Associates
270
VanEck Associates
New York
$2.53M -$309K -3,417 -11%
CA
271
Callahan Advisors
Texas
$2.52M +$774K +8,570 +44%
WIA
272
Westbourne Investment Advisors
Maryland
$2.51M +$460K +5,090 +22%
Commonwealth Equity Services
273
Commonwealth Equity Services
Massachusetts
$2.51M -$325K -3,597 -11%
OC
274
Oppenheimer & Co
New York
$2.42M -$84.7K -938 -3%
ISB
275
Iowa State Bank
Iowa
$2.42M -$12.5K -138 -0.5%
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