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Dollar Tree
DLTR

Overview Fund Activity

675 hedge funds and large institutions have $18.1B invested in Dollar Tree in 2018 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 243 increasing their positions, 237 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
+17
Holders Change %
+2.58%
% of All Funds
15.46%
Holding in Top 10
8
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-55.56%
% of All Funds
0.18%
New
97
Increased
243
Reduced
237
Closed
72
Calls
$362M
Puts
$438M
Net Calls
-$75.8M
Net Calls Change
-$128M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.49B
2
Boston Partners
Boston Partners
Massachusetts
+$289M
3
FMI
Fiduciary Management Inc
Wisconsin
+$266M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$236M
5
Bank of America
Bank of America
North Carolina
+$132M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$615M
2
MC
Maverick Capital
Texas
-$362M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$271M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$247M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
426
ClearArc Capital
Ohio
$501K +$3.91K +48 +0.8%
AIM
427
Anchor Investment Management
South Carolina
$494K +$78.2K +959 +19%
BOIA
428
Bush ODonnell Investment Advisors
Missouri
$489K – – –
UFG
429
United Fire Group
Iowa
$489K – – –
WSFS
430
Wilmington Savings Fund Society
Delaware
$489K +$25.4K +311 +5%
EMG
431
Ellington Management Group
Connecticut
$489K +$489K +6,000 New
RCG
432
Rock Creek Group
District of Columbia
$488K +$488K +5,986 New
SC
433
SRB Corp
Massachusetts
$476K -$41.4K -507 -8%
PW
434
Price Wealth
Texas
$472K +$449K +5,506 +1,939%
CAN
435
Cetera Advisor Networks
California
$466K +$16.2K +200 +4%
CS
436
Comerica Securities
Michigan
$463K -$6.85K -84 -1%
CT
437
Clearstead Trust
Maine
$462K – – –
CAPTRUST Financial Advisors
438
CAPTRUST Financial Advisors
North Carolina
$461K -$50.8K -623 -10%
RBA
439
Richard Bernstein Advisors
New York
$460K – – –
HH
440
Hilltop Holdings
Texas
$449K -$14K -172 -3%
ST
441
Smithfield Trust
Pennsylvania
$446K +$111K +1,365 +33%
SF
442
Synovus Financial
Georgia
$438K – – –
NA
443
NewEdge Advisors
Louisiana
$438K +$438K +5,377 New
PIA
444
Piedmont Investment Advisors
North Carolina
$436K +$210K +2,576 +93%
SPC
445
Sigma Planning Corp
Michigan
$430K -$130K -1,599 -23%
RG
446
Rikoon Group
New Mexico
$430K +$124K +1,525 +41%
BAS
447
Brown Advisory Securities
Maryland
$422K +$422K +5,190 New
FPS
448
Fieldpoint Private Securities
Connecticut
$418K +$114K +1,397 +38%
EIM
449
Essex Investment Management
Massachusetts
$416K – – –
BSW
450
Buckingham Strategic Wealth
Missouri
$412K +$653 +8 +0.2%
16 17
18
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