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Dollar Tree
DLTR

Overview Fund Activity

600 hedge funds and large institutions have $18.6B invested in Dollar Tree in 2017 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 205 increasing their positions, 236 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+10
Holders Change %
+1.69%
% of All Funds
14.98%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.55%
New
74
Increased
205
Reduced
236
Closed
56
Calls
$150M
Puts
$181M
Net Calls
-$31.3M
Net Calls Change
-$17.6M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$720M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$262M
3
Bank of America
Bank of America
North Carolina
+$120M
4
HCM
Highfields Capital Management
Massachusetts
+$116M
5
Lazard Asset Management
Lazard Asset Management
New York
+$106M

Top Sellers

1
MC
Maverick Capital
Texas
-$696M
2
Morgan Stanley
Morgan Stanley
New York
-$165M
3
BlackRock
BlackRock
New York
-$148M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$134M
5
Renaissance Technologies
Renaissance Technologies
New York
-$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
Axa
376
Axa
France
$861K +$10.2K +117 +1%
SO
377
STRS Ohio
Ohio
$844K +$87.1K +1,004 +12%
JPMPWA
378
J.P. Morgan Private Wealth Advisors
California
$843K -$13.1K -151 -2%
LMGAM
379
Liberty Mutual Group Asset Management
Massachusetts
$832K -$487K -5,605 -37%
Truist Financial
380
Truist Financial
North Carolina
$831K -$68.7K -791 -8%
SG Americas Securities
381
SG Americas Securities
New York
$827K +$133K +1,528 +19%
Creative Planning
382
Creative Planning
Kansas
$811K -$320K -3,682 -28%
1832 Asset Management
383
1832 Asset Management
Ontario, Canada
$797K -$134M -1,597,003 -99%
Pacer Advisors
384
Pacer Advisors
Pennsylvania
$795K +$66.3K +763 +9%
AIP
385
Ameritas Investment Partners
Nebraska
$769K – – –
LIA
386
LS Investment Advisors
Michigan
$750K +$38.5K +443 +5%
KeyBank National Association
387
KeyBank National Association
Ohio
$745K -$17.5K -202 -2%
ZIC
388
ZWJ Investment Counsel
Georgia
$732K +$26K +300 +4%
EP
389
Elkfork Partners
Oregon
$730K -$70.7K -814 -9%
AF
390
Arrow Financial
New York
$697K – – –
EHWM
391
Eads & Heald Wealth Management
Georgia
$679K -$434 -5 -0.1%
Capstone Investment Advisors
392
Capstone Investment Advisors
New York
$675K -$772K -8,901 -53%
BF
393
BOK Financial
Oklahoma
$665K +$665K +7,662 New
ZIM
394
Zacks Investment Management
Illinois
$657K +$31.2K +359 +5%
Janney Montgomery Scott
395
Janney Montgomery Scott
Pennsylvania
$644K -$57.4K -662 -8%
V
396
Veritable
Delaware
$641K -$175K -2,014 -21%
EIM
397
Essex Investment Management
Massachusetts
$638K – – –
LNWWM
398
Laird Norton Wetherby Wealth Management
California
$638K +$184K +2,123 +41%
Daiwa Securities Group
399
Daiwa Securities Group
Japan
$631K +$69.1K +796 +12%
BRCM
400
Bright Rock Capital Management
Massachusetts
$625K – – –
14 15
16
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