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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 %
PFA
401
Professional Financial Advisors
Nebraska
$454K +$40.7K +511 +10%
HH
402
Hilltop Holdings
Texas
$453K +$50.1K +683 +12%
MCWS
403
McKinley Carter Wealth Services
West Virginia
$449K -$1.82M -24,780 -80%
SAM
404
S.A. Mason
Michigan
$449K -$16.5K -225 -4%
MYLI
405
Meiji Yasuda Life Insurance
Japan
$449K – – –
PP
406
Paloma Partners
Connecticut
$442K -$1.4M -18,986 -76%
UFG
407
United Fire Group
Iowa
$441K – – –
CIM
408
CIM Investment Management
Pennsylvania
$440K +$14.9K +203 +4%
TRCT
409
Tower Research Capital (TRC)
New York
$440K +$440K +5,989 New
HFS
410
Hantz Financial Services
Michigan
$440K +$440K +5,991 New
EOJOAM
411
E. Ohman J:or Asset Management
Sweden
$429K – – –
AIM
412
Anchor Investment Management
South Carolina
$415K +$84.6K +1,152 +26%
IRF
413
IBM Retirement Fund
New York
$406K +$153K +2,084 +61%
Schroder Investment Management Group
414
Schroder Investment Management Group
United Kingdom
$401K +$304K +3,979 +311%
PAG
415
Private Advisor Group
New Jersey
$398K -$811K -11,032 -67%
FQ
416
First Quadrant
California
$397K – – –
RA
417
Rational Advisors
New York
$394K +$373K +5,068 +1,772%
PHK
418
Point72 Hong Kong
Hong Kong
$394K +$394K +5,369 New
BSW
419
Buckingham Strategic Wealth
Missouri
$391K -$22.4K -305 -5%
SI
420
Scharf Investments
California
$390K -$151K -2,062 -28%
OC
421
Oppenheimer & Co
New York
$389K -$9.77K -133 -2%
American Century Companies
422
American Century Companies
Missouri
$383K +$180K +2,455 +89%
SFFS
423
Stonehage Fleming Financial Services
Jersey
$378K +$378K +4,730 New
UCFA
424
United Capital Financial Advisors
Texas
$377K -$149K -2,032 -28%
Fuller & Thaler Asset Management
425
Fuller & Thaler Asset Management
California
$377K +$124K +1,685 +49%
15 16
17
18 19