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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 %
VI
426
Vestcor Inc
New Brunswick, Canada
$372K +$70.7K +963 +23%
PTC
427
Philadelphia Trust Company
Pennsylvania
$368K -$57.2K -780 -13%
CAN
428
Cetera Advisor Networks
California
$360K -$19.6K -267 -5%
EH
429
Equitable Holdings
New York
$358K +$48.9K +665 +16%
RIM
430
Redpoint Investment Management
Australia
$357K -$33.1K -451 -8%
WSFS
431
Wilmington Savings Fund Society
Delaware
$354K -$98.7K -1,343 -22%
1SB
432
1ST Source Bank
Indiana
$352K -$80.2K -1,090 -19%
AP
433
Advisor Partners
California
$350K -$7.78K -106 -2%
CAM
434
Cozad Asset Management
Illinois
$348K -$855K -11,625 -71%
BNP Paribas Asset Management
435
BNP Paribas Asset Management
France
$340K -$10.9K -149 -3%
LNWWM
436
Laird Norton Wetherby Wealth Management
California
$336K -$30.8K -419 -8%
FA
437
FDx Advisors
Illinois
$334K -$121K -1,639 -27%
SS
438
Sunbelt Securities
Texas
$334K +$67K +887 +25%
SSWM
439
Smith Salley Wealth Management
North Carolina
$320K -$2.06K -28 -0.6%
DBRC
440
D.B. Root & Company
Pennsylvania
$320K +$320K +4,365 New
IG
441
ING Group
Netherlands
$318K -$873K -11,900 -73%
II
442
Inspire Investing
Idaho
$317K -$119K -1,620 -27%
ECM
443
Everence Capital Management
Indiana
$311K – – –
MCIA
444
Mountain Capital Investment Advisors
Colorado
$304K +$304K +3,916 New
QI
445
QS Investors
New York
$300K – – –
BIM
446
Bridgecreek Investment Management
Oklahoma
$300K +$300K +4,085 New
Wolverine Trading
447
Wolverine Trading
Illinois
$296K -$3.92M -49,085 -93%
SFS
448
Sowell Financial Services
Arkansas
$295K -$169K -2,298 -36%
Lido Advisors
449
Lido Advisors
California
$293K +$293K +3,988 New
CIA
450
CSat Investment Advisory
Michigan
$285K +$242K +3,295 +558%
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