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Dollar Tree
DLTR

Overview Fund Activity

718 hedge funds and large institutions have $21.1B invested in Dollar Tree in 2019 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 252 increasing their positions, 236 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
+27
Holders Change %
+3.91%
% of All Funds
14.18%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.38%
New
127
Increased
252
Reduced
236
Closed
87
Calls
$283M
Puts
$328M
Net Calls
-$45.3M
Net Calls Change
+$14.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$171M
2
PCM
Palestra Capital Management
New York
+$139M
3
Macquarie Group
Macquarie Group
Australia
+$118M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$104M
5
MCM
Melvin Capital Management
New York
+$84.6M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$215M
2
Invesco
Invesco
Georgia
-$195M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$159M
4
Renaissance Technologies
Renaissance Technologies
New York
-$121M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$90.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
401
Smithfield Trust
Pennsylvania
$776K +$185K +1,969 +31%
PW
402
Price Wealth
Texas
$767K +$1.32K +14 +0.2%
CBU
403
CIBC Bank USA
Illinois
$764K +$14.8K +157 +2%
SB
404
Simmons Bank
Arkansas
$757K -$244K -2,599 -24%
AI
405
Atria Investments
North Carolina
$751K +$343K +3,652 +84%
SWP
406
Stratos Wealth Partners
Ohio
$748K +$209K +2,226 +39%
DTL
407
Dynamic Technology Lab
Singapore
$746K +$746K +7,933 New
Connor, Clark & Lunn Investment Management (CC&L)
408
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$741K -$118K -1,250 -14%
BWA
409
Brave Warrior Advisors
New York
$733K +$733K +7,799 New
EMG
410
Ellington Management Group
Connecticut
$724K +$320K +3,400 +79%
SIA
411
SeaBridge Investment Advisors
New Jersey
$721K +$721K +7,664 New
Axa
412
Axa
France
$718K +$29.8K +317 +4%
APWM
413
Atlas Private Wealth Management
New York
$706K +$706K +7,510 New
FHB
414
First Hawaiian Bank
Hawaii
$704K -$248K -2,640 -26%
BCV
415
Banque Cantonale Vaudoise
Switzerland
$700K +$700K +7,441 New
JAM
416
Jolley Asset Management
North Carolina
$697K +$697K +7,410 New
SI
417
Scharf Investments
California
$694K -$68.3M -725,652 -99%
V
418
Veritable
Delaware
$686K -$187K -1,985 -21%
UCFA
419
United Capital Financial Advisors
Texas
$674K +$136K +1,444 +25%
CM
420
Caption Management
Oklahoma
$668K +$668K +7,100 New
EHWM
421
Eads & Heald Wealth Management
Georgia
$665K +$4.23K +45 +0.6%
IAA
422
Independent Advisor Alliance
North Carolina
$651K -$1.13K -12 -0.2%
RIL
423
Rothschild Investment LLC
Illinois
$646K +$370K +3,935 +134%
CA
424
Cullinan Associates
Kentucky
$640K – – –
VI
425
Versor Investments
New York
$630K -$433K -4,600 -41%
15 16
17
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