DLTR icon

Dollar Tree
DLTR

Overview Fund Activity

504 hedge funds and large institutions have $10.9B invested in Dollar Tree in 2013 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 154 increasing their positions, 226 reducing their positions, and 50 closing their positions.

Holders
504
Holders Change
+7
Holders Change %
+1.41%
% of All Funds
14.64%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.23%
New
59
Increased
154
Reduced
226
Closed
50
Calls
$92.4M
Puts
$123M
Net Calls
-$30.3M
Net Calls Change
+$10.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$248M
2
SCA
2
SAC Capital Advisors
Connecticut
$58.9M
3
JHIU
3
Janus Henderson Investors US
Colorado
$48.3M
4
UOC
4
UBS O'Connor
Illinois
$41.1M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$392M

Top Sellers

1
EPCM
1
Eton Park Capital Management
New York
$0
2
State Street
2
State Street
Massachusetts
$519M
3
Deutsche Bank
3
Deutsche Bank
Germany
$17.3M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$122M
5
MGC
5
Merchants' Gate Capital
New York
$67.3M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
476
Waverly Advisors
Alabama
$34K 600 +600 New
FHA
477
First Horizon Advisors
Tennessee
$32K 660 +660 New
PAS
478
Partnervest Advisory Services
California
$31K 554 +33 +6%
NYLIM
479
New York Life Investment Management
New York
$28K 500 – –
WT
480
Whittier Trust
California
$22K 388 – –
MAM
481
Mizuho Asset Management
Japan
$21K 379 – –
FAM
482
Fred Alger Management
New York
$19K 335 – –
FNBT
483
FineMark National Bank & Trust
Florida
$19K 347 – –
PSI
484
Pinnacle Summer Investments
Virginia
$14K 252 +200 +385%
Northwestern Mutual Wealth Management
485
Northwestern Mutual Wealth Management
Wisconsin
$14K 242 +242 New
Manulife (Manufacturers Life Insurance)
486
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.5K 202,982 -38,687 -16%
Acadian Asset Management
487
Acadian Asset Management
Massachusetts
$11K 194 – –
MCM
488
Manchester Capital Management
Vermont
$11K 188 – –
AC
489
Alexandria Capital
Virginia
$11K 203 – –
WEC
490
Winslow Evans & Crocker
Massachusetts
$11K 200 +200 New
HI
491
Hudock Inc
Pennsylvania
$10K 175 +12 +7%
MAS
492
Madden Advisory Services
Florida
$8K 135 – –
RA
493
Rational Advisors
New York
$7K 120 -8 -6%
MUMSS
494
Mitsubishi UFJ Morgan Stanley Securities
Japan
$6K 100 -190 -66%
KTC
495
Kistler-Tiffany Companies
Pennsylvania
$6K 100 – –
ATC
496
Adirondack Trust Company
New York
$6K 100 – –
Carson Wealth (CWM LLC)
497
Carson Wealth (CWM LLC)
Nebraska
$3K 56 -160 -74%
PTC
498
Private Trust Company
Ohio
$3K 62 – –
AAC
499
Asset Advisors Corp
Georgia
$3K 50 – –
CG
500
Colony Group
Massachusetts
$3K 60 +60 New
18 19
20
21 22