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Dollar Tree
DLTR

Overview Fund Activity

684 hedge funds and large institutions have $19.8B invested in Dollar Tree in 2020 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 233 increasing their positions, 225 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
+30
Holders Change %
+4.59%
% of All Funds
14.06%
Holding in Top 10
22
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+69.23%
% of All Funds
0.45%
New
121
Increased
233
Reduced
225
Closed
88
Calls
$184M
Puts
$172M
Net Calls
+$11.6M
Net Calls Change
-$11.5M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$268M
2
MC
Maverick Capital
Texas
+$178M
3
Ameriprise
Ameriprise
Minnesota
+$111M
4
Renaissance Technologies
Renaissance Technologies
New York
+$101M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$75.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$712M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$304M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$156M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$73.9M
5
JCM
Junto Capital Management
New York
-$63.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
451
FDx Advisors
Illinois
$414K -$6.95K -75 -2%
ECM
452
Everence Capital Management
Indiana
$414K – – –
SSWM
453
Smith Salley Wealth Management
North Carolina
$403K – – –
DBRC
454
D.B. Root & Company
Pennsylvania
$399K -$5.09K -55 -1%
CIA
455
CSat Investment Advisory
Michigan
$398K +$37.6K +405 +10%
CQS
456
Credential Qtrade Securities
$387K -$688K -7,428 -64%
MCIA
457
Mountain Capital Investment Advisors
Colorado
$386K +$31.7K +350 +9%
SFS
458
Sowell Financial Services
Arkansas
$383K +$11.1K +120 +3%
BBVA
459
Banco Bilbao Vizcaya Argentaria
Spain
$376K +$376K +4,065 New
BIM
460
Bridgecreek Investment Management
Oklahoma
$375K -$3.24K -35 -0.9%
LNWWM
461
Laird Norton Wetherby Wealth Management
California
$369K -$53.4K -577 -13%
II
462
Inspire Investing
Idaho
$367K -$33.7K -363 -8%
ST
463
Smithfield Trust
Pennsylvania
$365K +$26.2K +283 +8%
Lido Advisors
464
Lido Advisors
California
$363K -$6.3K -68 -2%
QI
465
QS Investors
New York
$356K -$22.3K -240 -6%
CBT
466
Capital Bank & Trust
California
$349K – – –
ESCM
467
Echo Street Capital Management
New York
$335K +$335K +3,614 New
TC
468
TwinBeech Capital
New York
$334K +$334K +3,604 New
VI
469
Versor Investments
New York
$330K +$330K +3,566 New
PCM
470
Parsons Capital Management
Rhode Island
$329K +$329K +3,551 New
KLC
471
Knowledge Leaders Capital
Colorado
$327K +$327K +3,526 New
CWM
472
Cedar Wealth Management
California
$324K – – –
LNC
473
Lincoln National Corp
Pennsylvania
$322K +$7.24K +78 +2%
CI
474
Conning Inc
Connecticut
$318K -$3.81K -41 -1%
Northwestern Mutual Wealth Management
475
Northwestern Mutual Wealth Management
Wisconsin
$315K -$443K -4,779 -58%
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