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Dollar Tree
DLTR

Overview Fund Activity

654 hedge funds and large institutions have $15.8B invested in Dollar Tree in 2020 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 201 increasing their positions, 270 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
-64
Holders Change %
-8.91%
% of All Funds
14.45%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.29%
New
89
Increased
201
Reduced
270
Closed
145
Calls
$174M
Puts
$151M
Net Calls
+$23.1M
Net Calls Change
+$68.3M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$495M
2
EIP
Epoch Investment Partners
New York
+$136M
3
BAM
Burgundy Asset Management
Ontario, Canada
+$117M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$87.1M
5
Ameriprise
Ameriprise
Minnesota
+$85.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$554M
2
JSP
Jackson Square Partners
California
-$471M
3
FAM
Fred Alger Management
New York
-$152M
4
Macquarie Group
Macquarie Group
Australia
-$145M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
APWM
376
Atlas Private Wealth Management
New York
$588K +$36.3K +494 +7%
CWAG
377
Compton Wealth Advisory Group
Virginia
$578K -$10.8M -147,026 -95%
JAM
378
Jolley Asset Management
North Carolina
$575K +$30.6K +417 +6%
LIA
379
LS Investment Advisors
Michigan
$573K -$370K -5,041 -39%
SG Americas Securities
380
SG Americas Securities
New York
$572K -$868K -11,809 -60%
WB
381
WesBanco Bank
West Virginia
$563K -$1.7M -23,147 -75%
V
382
Veritable
Delaware
$542K +$6.61K +90 +1%
QOP
383
Quinn Opportunity Partners
Virginia
$538K +$538K +7,322 New
KRSITF
384
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$527K +$115K +1,568 +28%
CM
385
Caption Management
Oklahoma
$522K – – –
AF
386
Alerus Financial
North Dakota
$507K +$507K +6,906 New
1W
387
1776 Wealth
Georgia
$501K +$253K +3,025 +102%
EGM
388
Engineers Gate Manager
New York
$500K -$201K -2,728 -29%
CA
389
Cullinan Associates
Kentucky
$500K – – –
CI
390
Cigna Investments
Connecticut
$491K +$33.1K +450 +7%
Creative Planning
391
Creative Planning
Kansas
$487K -$149K -2,032 -23%
AC
392
Allstate Corporation
Illinois
$486K -$266K -3,618 -35%
CAPTRUST Financial Advisors
393
CAPTRUST Financial Advisors
North Carolina
$485K +$149K +2,050 +45%
IIM
394
Intact Investment Management
Quebec, Canada
$485K +$162K +2,200 +50%
EHWM
395
Eads & Heald Wealth Management
Georgia
$483K -$36.7K -500 -7%
N
396
Natixis
France
$482K +$482K +6,565 New
Bank of Nova Scotia
397
Bank of Nova Scotia
Ontario, Canada
$474K -$939K -12,790 -66%
KOCAA
398
Knights of Columbus Asset Advisors
Connecticut
$470K +$470K +6,400 New
RIL
399
Rothschild Investment LLC
Illinois
$468K -$36.7K -500 -7%
SWP
400
Stratos Wealth Partners
Ohio
$464K -$120K -1,632 -21%
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16
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