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Dollar Tree
DLTR

Overview Fund Activity

504 hedge funds and large institutions have $10.9B invested in Dollar Tree in 2013 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 154 increasing their positions, 226 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
504
Holders Change
+7
Holders Change %
+1.41%
% of All Funds
14.64%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.23%
New
59
Increased
154
Reduced
226
Closed
50
Calls
$92.4M
Puts
$123M
Net Calls
-$30.3M
Net Calls Change
+$10.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$248M
2
SCA
2
SAC Capital Advisors
Connecticut
$58.9M
3
JHIU
3
Janus Henderson Investors US
Colorado
$48.3M
4
UOC
4
UBS O'Connor
Illinois
$41.1M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$392M

Top Sellers

1
EPCM
1
Eton Park Capital Management
New York
$0
2
State Street
2
State Street
Massachusetts
$519M
3
Deutsche Bank
3
Deutsche Bank
Germany
$17.3M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$122M
5
MGC
5
Merchants' Gate Capital
New York
$67.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
401
Shelton Capital Management
Colorado
$337K +$14.5K +258 +5%
MLL
402
Moody Lynn & Lieberson
Massachusetts
$329K +$329K +5,823 New
HHMI
403
Howard Hughes Medical Institute
Maryland
$327K -$14.3K -253 -4%
Edgewood Management
404
Edgewood Management
Connecticut
$318K +$16.7K +295 +6%
GA
405
Geneva Advisors
Illinois
$316K +$84.6K +1,500 +37%
FMT
406
First Mercantile Trust
Tennessee
$314K -$92.2K -1,633 -23%
WSTAM
407
Wilbanks Smith & Thomas Asset Management
Virginia
$313K – – –
LIA
408
LS Investment Advisors
Michigan
$307K +$233K +4,120 +312%
AB
409
Amalgamated Bank
New York
$306K +$306K +5,422 New
Cambridge Investment Research Advisors
410
Cambridge Investment Research Advisors
Iowa
$303K -$9.25K -164 -3%
Creative Planning
411
Creative Planning
Kansas
$299K +$28.2K +500 +10%
PG
412
PEAK6 Group
Illinois
$298K -$2.83M -50,027 -90%
BA
413
Birinyi Associates
Connecticut
$296K +$56.4K +1,000 +24%
HH
414
Hilltop Holdings
Texas
$291K -$13K -230 -4%
B
415
BancorpSouth
Mississippi
$291K – – –
MFW
416
Meristem Family Wealth
Minnesota
$288K – – –
Janney Montgomery Scott
417
Janney Montgomery Scott
Pennsylvania
$286K – – –
TAM
418
Telluride Asset Management
Minnesota
$285K +$285K +5,049 New
WTIM
419
Wilmington Trust Investment Management
Delaware
$284K – – –
PAM
420
PartnerRe Asset Management
Connecticut
$283K -$38.1K -675 -12%
CI
421
Conning Inc
Connecticut
$283K +$58.7K +1,040 +26%
CRM
422
Cramer Rosenthal McGlynn
Connecticut
$282K +$282K +5,000 New
EOJOAM
423
E. Ohman J:or Asset Management
Sweden
$276K -$84.5K -1,500 -23%
Truist Financial
424
Truist Financial
North Carolina
$270K +$24.5K +435 +10%
CAN
425
Cetera Advisor Networks
California
$264K +$12.7K +225 +5%
15 16
17
18 19