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Dollar Tree
DLTR

Overview Fund Activity

690 hedge funds and large institutions have $23.1B invested in Dollar Tree in 2017 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 213 increasing their positions, 249 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
+90
Holders Change %
+15%
% of All Funds
15.67%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.61%
New
140
Increased
213
Reduced
249
Closed
46
Calls
$376M
Puts
$244M
Net Calls
+$132M
Net Calls Change
+$163M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$463M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$313M
3
DCP
DSM Capital Partners
Florida
+$179M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$117M
5
SAM
Scopus Asset Management
New York
+$115M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$207M
2
Macquarie Group
Macquarie Group
Australia
-$154M
3
Millennium Management
Millennium Management
New York
-$122M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$117M
5
Alkeon Capital Management
Alkeon Capital Management
New York
-$77.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mackenzie Financial
451
Mackenzie Financial
Ontario, Canada
$554K +$178K +1,654 +47%
EOJOAM
452
E. Ohman J:or Asset Management
Sweden
$552K -$204K -1,900 -27%
HNB
453
Huntington National Bank
Ohio
$552K -$141K -1,315 -20%
QI
454
QS Investors
New York
$552K -$35.3K -329 -6%
CT
455
Clearstead Trust
Maine
$545K -$11.8K -110 -2%
AIM
456
Anchor Investment Management
South Carolina
$545K +$13.8K +129 +3%
Truist Financial
457
Truist Financial
North Carolina
$542K -$485K -4,519 -47%
Squarepoint
458
Squarepoint
New York
$538K -$3.27M -30,467 -86%
CANY
459
Caxton Associates (New York)
New York
$537K -$1.61M -15,000 -75%
GH
460
GAM Holding
Switzerland
$529K -$179K -1,669 -25%
MML Investors Services
461
MML Investors Services
Massachusetts
$521K +$521K +4,853 New
OMC
462
Old Mission Capital
Illinois
$514K +$514K +4,791 New
FIM
463
Fernwood Investment Management
Massachusetts
$510K -$42.9K -400 -8%
ASN
464
Advisory Services Network
Georgia
$503K +$318K +2,964 +172%
VIA
465
Virtus Investment Advisers
Connecticut
$487K -$66.5K -620 -12%
MFW
466
Meristem Family Wealth
Minnesota
$485K – – –
ZCA
467
Zeke Capital Advisors
Pennsylvania
$482K +$26.5K +247 +6%
PI
468
PineBridge Investments
New York
$480K -$720K -6,697 -60%
RCM
469
Riverhead Capital Management
Delaware
$474K -$10.7K -100 -2%
NMC
470
Nine Masts Capital
Hong Kong
$466K +$466K +4,343 New
LSCM
471
LaSalle Street Capital Management
Illinois
$463K – – –
EWM
472
Evermay Wealth Management
Virginia
$460K +$460K +4,290 New
SCM
473
Southport Capital Management
Tennessee
$458K – – –
Federated Hermes
474
Federated Hermes
Pennsylvania
$456K -$4.29M -39,893 -90%
IA
475
IFP Advisors
Florida
$451K -$85.9K -801 -16%
17 18
19
20 21