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Dollar Tree
DLTR

Overview Fund Activity

675 hedge funds and large institutions have $18.1B invested in Dollar Tree in 2018 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 243 increasing their positions, 237 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
+17
Holders Change %
+2.58%
% of All Funds
15.46%
Holding in Top 10
8
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-55.56%
% of All Funds
0.18%
New
97
Increased
243
Reduced
237
Closed
72
Calls
$362M
Puts
$438M
Net Calls
-$75.8M
Net Calls Change
-$128M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.49B
2
Boston Partners
Boston Partners
Massachusetts
+$289M
3
FMI
Fiduciary Management Inc
Wisconsin
+$266M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$236M
5
Bank of America
Bank of America
North Carolina
+$132M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$615M
2
MC
Maverick Capital
Texas
-$362M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$271M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$247M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
Public Sector Pension Investment Board (PSP Investments)
376
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$915K -$163K -2,000 -15%
AIA
377
AIMZ Investment Advisors
California
$910K +$6.93K +85 +0.8%
FIM
378
Freedom Investment Management
Connecticut
$904K -$11.4K -143 -1%
SB
379
Simmons Bank
Arkansas
$899K +$30K +368 +3%
Mackenzie Financial
380
Mackenzie Financial
Ontario, Canada
$876K +$169K +2,068 +24%
AI
381
Atria Investments
North Carolina
$870K +$215K +2,638 +33%
SM
382
Sciencast Management
New Jersey
$853K +$853K +10,219 New
IAA
383
Independent Advisor Alliance
North Carolina
$850K +$35.3K +430 +4%
V
384
Veritable
Delaware
$849K -$119K -1,454 -12%
GCA
385
Gideon Capital Advisors
New York
$828K +$828K +10,159 New
KRS
386
Kentucky Retirement Systems
Kentucky
$826K +$2.85K +35 +0.3%
ANB
387
Amarillo National Bank
Texas
$814K – – –
CA
388
Commerzbank Aktiengesellschaft
Germany
$805K -$74.8K -917 -8%
IA
389
IFP Advisors
Florida
$788K +$474K +5,815 +151%
BCM
390
Boltwood Capital Management
California
$777K +$777K +9,530 New
LMGAM
391
Liberty Mutual Group Asset Management
Massachusetts
$775K – – –
TSW
392
Thompson Siegel & Walmsley
Virginia
$775K +$693K +8,500 +850%
TSS
393
Two Sigma Securities
New York
$768K -$385K -4,726 -33%
MOS
394
MGO One Seven
Ohio
$752K +$752K +9,231 New
Cambridge Investment Research Advisors
395
Cambridge Investment Research Advisors
Iowa
$742K -$481K -5,897 -39%
MA
396
Montag & Associates
Georgia
$698K +$69.1K +848 +11%
SW
397
SVB Wealth
Massachusetts
$691K -$19.1K -234 -3%
AIP
398
Ameritas Investment Partners
Nebraska
$689K -$24.1K -296 -3%
Daiwa Securities Group
399
Daiwa Securities Group
Japan
$685K +$42.4K +520 +7%
LTFS
400
Ladenburg Thalmann Financial Services
Florida
$683K +$59.9K +730 +10%
14 15
16
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