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Dollar Tree
DLTR

Overview Fund Activity

696 hedge funds and large institutions have $20.3B invested in Dollar Tree in 2018 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 224 increasing their positions, 253 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+21
Holders Change %
+3.11%
% of All Funds
15.53%
Holding in Top 10
28
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+250%
% of All Funds
0.62%
New
121
Increased
224
Reduced
253
Closed
93
Calls
$248M
Puts
$332M
Net Calls
-$84.2M
Net Calls Change
-$8.38M

Top Buyers

1
JSP
Jackson Square Partners
California
$382M
2
BlackRock
BlackRock
New York
$1.65B
3
SV
Starboard Value
New York
$235M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$201M
5
Fidelity International
Fidelity International
Bermuda
$153M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$390M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.84B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$9.02M
4
Bank of America
Bank of America
North Carolina
$184M
5
Wells Fargo
Wells Fargo
California
$208M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janus Henderson Group
26
Janus Henderson Group
United Kingdom
$165M -$16.4M -181,215 -9%
RC
27
Rivulet Capital
New Jersey
$159M +$30.7M +339,550 +24%
Fidelity International
28
Fidelity International
Bermuda
$153M +$143M +1,585,262 +1,483%
AllianceBernstein
29
AllianceBernstein
Tennessee
$149M -$57.1M -632,673 -28%
SI
30
Scharf Investments
California
$137M -$5.87M -64,990 -4%
Goldman Sachs
31
Goldman Sachs
New York
$120M -$40.7M -451,086 -25%
Balyasny Asset Management
32
Balyasny Asset Management
Illinois
$117M +$114M +1,265,577 +3,634%
CWAG
33
Compton Wealth Advisory Group
Virginia
$115M +$115M +1,274,667 New
Holocene Advisors
34
Holocene Advisors
New York
$113M +$49.8M +551,220 +79%
Legal & General Group
35
Legal & General Group
United Kingdom
$112M +$6.41M +70,985 +6%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$107M +$1.45M +16,080 +1%
MIH
37
Madison Investment Holdings
Wisconsin
$104M -$3.49M -38,632 -3%
Millennium Management
38
Millennium Management
New York
$96.4M -$64.6M -714,780 -40%
PC
39
PointState Capital
New York
$93.1M +$93.1M +1,030,432 New
Charles Schwab
40
Charles Schwab
California
$87.9M +$2.67M +29,542 +3%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$83.8M +$12.4M +140,982 +17%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$82.7M +$82.7M +915,914 New
EAM
43
Eagle Asset Management
Florida
$80.5M +$11.3M +125,458 +16%
Deutsche Bank
44
Deutsche Bank
Germany
$79M +$20.9M +231,796 +36%
Aberdeen Group
45
Aberdeen Group
United Kingdom
$76.4M -$47.4M -543,109 -38%
ACM
46
Alta Capital Management
Utah
$75.9M -$3.66M -40,523 -5%
Capital Research Global Investors
47
Capital Research Global Investors
California
$75M +$75M +830,000 New
UBS Group
48
UBS Group
Switzerland
$74.2M -$9.57M -105,972 -11%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$74.2M -$1.24M -13,748 -2%
Swiss National Bank
50
Swiss National Bank
Switzerland
$69.9M +$1.34M +14,800 +2%
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