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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
+$342M
3
SV
Starboard Value
New York
+$235M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$169M
5
Fidelity International
Fidelity International
Bermuda
+$143M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$243M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$153M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$141M
4
Bank of America
Bank of America
North Carolina
-$110M
5
Wells Fargo
Wells Fargo
California
-$98.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
401
Ironsides Asset Advisors
North Carolina
$690K +$690K +7,635 New
EHWM
402
Eads & Heald Wealth Management
Georgia
$680K +$8.13K +90 +1%
2L
403
22NW LP
Washington
$668K +$668K +7,400 New
CT
404
Clearstead Trust
Maine
$651K +$140K +1,550 +27%
BRCM
405
Bright Rock Capital Management
Massachusetts
$650K – – –
SW
406
SVB Wealth
Massachusetts
$648K -$118K -1,302 -15%
CI
407
Cigna Investments
Connecticut
$634K +$10.8K +120 +2%
OC
408
Oakworth Capital
Alabama
$632K – – –
VIA
409
Vident Investment Advisory
Georgia
$630K +$345K +3,819 +121%
MA
410
Montag & Associates
Georgia
$625K -$148K -1,640 -19%
CA
411
Cullinan Associates
Kentucky
$614K +$614K +6,800 New
SC
412
SRB Corp
Massachusetts
$611K +$83.9K +928 +16%
EOJOAM
413
E. Ohman J:or Asset Management
Sweden
$609K -$54.2K -600 -8%
ST
414
Smithfield Trust
Pennsylvania
$590K +$95.6K +1,058 +19%
PIA
415
Piedmont Investment Advisors
North Carolina
$580K +$97.3K +1,077 +20%
IAA
416
Independent Advisor Alliance
North Carolina
$579K -$355K -3,932 -38%
WA
417
Wambolt & Associates
Colorado
$565K +$565K +6,252 New
CG
418
Cutler Group
California
$563K -$451K -5,004 -45%
RCM
419
Riverhead Capital Management
Delaware
$561K +$2.89K +32 +0.5%
CBU
420
CIBC Bank USA
Illinois
$558K -$52.9K -586 -9%
UFG
421
United Fire Group
Iowa
$542K – – –
EWM
422
Evermay Wealth Management
Virginia
$541K -$27.1K -300 -5%
WSFS
423
Wilmington Savings Fund Society
Delaware
$533K -$8.04K -89 -1%
GC
424
Guardian Capital
Ontario, Canada
$533K +$307K +3,400 +136%
CP
425
Cumberland Partners
Ontario, Canada
$526K +$526K +5,830 New
15 16
17
18 19