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Dollar Tree
DLTR

Overview Fund Activity

555 hedge funds and large institutions have $15.5B invested in Dollar Tree in 2015 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 285 increasing their positions, 165 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
555
Holders Change
-10
Holders Change %
-1.77%
% of All Funds
15.51%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.7%
New
66
Increased
285
Reduced
165
Closed
74
Calls
$88.2M
Puts
$102M
Net Calls
-$14.1M
Net Calls Change
-$31.1M

Top Buyers

1
JHIU
1
Janus Henderson Investors US
Colorado
$1.07B
2
LPC
2
Lone Pine Capital
Connecticut
$343M
3
BC
3
Brahman Capital
New York
$198M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.24B
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$327M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$15.4M
2
CGI
2
CI Global Investments
California
$21.3M
3
HCM
3
Hitchwood Capital Management
New York
$0
4
FAM
4
Fred Alger Management
New York
$40.6M
5
O
5
OppenheimerFunds
New York
$79.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
476
Freedom Investment Management
Connecticut
$157K +$80.5K +7,286 +105%
OMCS
477
Old Mutual Customised Solutions
South Africa
$145K +$24.8K +371 +21%
IWM
478
Integrated Wealth Management
California
$142K +$1.6K +24 +1%
CIA
479
Capital Impact Advisors
Massachusetts
$131K +$131K +1,959 New
EWM
480
Evercore Wealth Management
New York
$118K +$11.1K +166 +10%
W
481
Wealthfront
California
$106K -$45.7K -686 -30%
PAIA
482
Park Avenue Institutional Advisers
New York
$104K +$11.6K +174 +13%
MFBTD
483
MB Financial Bank - Trust Department
Illinois
$95K +$35.3K +530 +59%
NCM
484
Nelson Capital Management
California
$93K – – –
GLI
485
Guardian Life Insurance
New York
$91K +$31.6K +476 +53%
WC
486
Whitnell & Co
Illinois
$89K +$89K +1,339 New
ASN
487
Advisory Services Network
Georgia
$84K +$16.5K +247 +25%
WA
488
WFG Advisors
Texas
$83K – – –
S
489
SignatureFD
Georgia
$82K +$78K +1,163 +1,938%
WTC
490
WhitTier Trust Company
Nevada
$80K – – –
ST
491
Smithfield Trust
Pennsylvania
$79K -$11.6K -174 -13%
AAM
492
Advisors Asset Management
Colorado
$75K +$1.6K +24 +2%
VanEck Associates
493
VanEck Associates
New York
$71K +$10.1K +153 +17%
TSW
494
Thompson Siegel & Walmsley
Virginia
$67K – – –
Northwestern Mutual Wealth Management
495
Northwestern Mutual Wealth Management
Wisconsin
$66K -$7.64K -112 -10%
TFA
496
Transamerica Financial Advisors
Florida
$60K -$974K -14,583 -94%
JG
497
Jefferies Group
New York
$57K -$1.87M -27,893 -97%
IMS
498
Index Management Solutions
Pennsylvania
$52K -$11.5K -172 -18%
BL
499
Balentine LLC
Georgia
$50K – – –
Manulife (Manufacturers Life Insurance)
500
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$43.4K +$3.93K +58,942 +10%
18 19
20
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