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Dollar Tree
DLTR

Overview Fund Activity

658 hedge funds and large institutions have $18.8B invested in Dollar Tree in 2018 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 234 increasing their positions, 240 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
658
Holders Change
-11
Holders Change %
-1.64%
% of All Funds
15.08%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.41%
New
85
Increased
234
Reduced
240
Closed
91
Calls
$323M
Puts
$270M
Net Calls
+$52.6M
Net Calls Change
+$21.9M

Top Buyers

1
MC
Maverick Capital
Texas
+$346M
2
DCP
Darsana Capital Partners
New York
+$170M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$139M
4
SI
Scharf Investments
California
+$114M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$109M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$319M
2
American Century Companies
American Century Companies
Missouri
-$250M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$247M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$211M
5
HCM
Highfields Capital Management
Massachusetts
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
451
Conning Inc
Connecticut
$437K -$6.8K -80 -2%
AIM
452
Anchor Investment Management
South Carolina
$434K +$10.6K +125 +3%
EIM
453
Essex Investment Management
Massachusetts
$433K -$2.8K -33 -0.6%
CWM
454
Calamos Wealth Management
Illinois
$431K -$11.1K -131 -3%
BSW
455
Buckingham Strategic Wealth
Missouri
$428K +$31.4K +370 +8%
AA
456
ALPS Advisors
Colorado
$413K -$19.4K -228 -4%
LNWWM
457
Laird Norton Wetherby Wealth Management
California
$396K +$15.6K +183 +4%
Truist Financial
458
Truist Financial
North Carolina
$392K -$2.72K -32 -0.7%
MAM
459
Meeder Asset Management
Ohio
$390K -$195K -2,299 -33%
SCM
460
Southport Capital Management
Tennessee
$384K -$40.2K -473 -9%
IRF
461
IBM Retirement Fund
New York
$383K -$48.4K -570 -11%
FIM
462
Fernwood Investment Management
Massachusetts
$382K -$72.2K -850 -16%
KRSITF
463
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$381K -$80.8K -950 -18%
MFW
464
Meristem Family Wealth
Minnesota
$375K -$9.35K -110 -2%
ZCA
465
Zeke Capital Advisors
Pennsylvania
$372K -$10.1K -119 -3%
CCT
466
Country Club Trust
Missouri
$372K +$372K +4,381 New
SSWM
467
Smith Salley Wealth Management
North Carolina
$370K +$510 +6 +0.1%
CS
468
Credential Securities
$367K -$19.6K -231 -5%
LSCM
469
LaSalle Street Capital Management
Illinois
$366K – – –
HS
470
HighVista Strategies
Massachusetts
$357K +$357K +4,200 New
HNB
471
Huntington National Bank
Ohio
$352K -$1.62K -19 -0.5%
PCM
472
Penserra Capital Management
California
$349K -$22.2K -261 -6%
ST
473
Smithfield Trust
Pennsylvania
$349K +$16.7K +197 +5%
ASN
474
Advisory Services Network
Georgia
$348K -$189K -2,125 -35%
SC
475
SouthState Corp
Florida
$339K -$851 -10 -0.3%
17 18
19
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