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Dollar Tree
DLTR

Overview Fund Activity

718 hedge funds and large institutions have $21.1B invested in Dollar Tree in 2019 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 252 increasing their positions, 236 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
+27
Holders Change %
+3.91%
% of All Funds
14.18%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.38%
New
127
Increased
252
Reduced
236
Closed
87
Calls
$283M
Puts
$328M
Net Calls
-$45.3M
Net Calls Change
+$14.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$171M
2
PCM
Palestra Capital Management
New York
+$139M
3
Macquarie Group
Macquarie Group
Australia
+$118M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$104M
5
MCM
Melvin Capital Management
New York
+$84.6M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$215M
2
Invesco
Invesco
Georgia
-$195M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$159M
4
Renaissance Technologies
Renaissance Technologies
New York
-$121M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$90.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nomura Holdings
451
Nomura Holdings
Japan
$505K +$505K +5,365 New
RIM
452
Redpoint Investment Management
Australia
$500K -$52.9K -562 -10%
PFA
453
Professional Financial Advisors
Nebraska
$488K +$488K +5,191 New
CAN
454
Cetera Advisor Networks
California
$486K +$10.4K +111 +2%
FIM
455
Freedom Investment Management
Connecticut
$472K +$19.6K +209 +4%
LNWWM
456
Laird Norton Wetherby Wealth Management
California
$469K -$5.27K -56 -1%
Cohen & Steers
457
Cohen & Steers
New York
$468K -$2.86M -30,480 -86%
AWM
458
AE Wealth Management
Kansas
$467K -$32.6K -347 -7%
TC
459
TwinBeech Capital
New York
$458K +$458K +4,870 New
BNP Paribas Asset Management
460
BNP Paribas Asset Management
France
$449K -$193K -2,052 -30%
AIM
461
Achmea Investment Management
Netherlands
$448K – – –
AP
462
Advisor Partners
California
$442K -$87.9K -969 -17%
CAPTRUST Financial Advisors
463
CAPTRUST Financial Advisors
North Carolina
$432K -$19.7K -210 -4%
CC
464
Cognios Capital
Kansas
$427K -$1.54M -16,353 -78%
AIM
465
Anchor Investment Management
South Carolina
$423K +$50.9K +541 +14%
SCP
466
Silverleafe Capital Partners
Tennessee
$420K -$620K -6,586 -60%
FAAS
467
First Allied Advisory Services
California
$417K +$171K +1,816 +70%
IIM
468
Intact Investment Management
Quebec, Canada
$414K +$207K +2,200 +100%
SSWM
469
Smith Salley Wealth Management
North Carolina
$412K -$1.6K -17 -0.4%
Wealthfront Advisers
470
Wealthfront Advisers
California
$408K +$72.5K +771 +22%
IVA
471
International Value Advisers
$406K +$406K +4,315 New
ASN
472
Advisory Services Network
Georgia
$402K +$285K +3,028 +243%
ACM
473
Aljian Capital Management
Nevada
$400K +$55.1K +585 +16%
ECM
474
Everence Capital Management
Indiana
$398K – – –
ZCA
475
Zeke Capital Advisors
Pennsylvania
$398K +$24.3K +258 +7%
17 18
19
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