DLTR icon

Dollar Tree
DLTR

Overview Fund Activity

566 hedge funds and large institutions have $18.5B invested in Dollar Tree in 2015 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 175 increasing their positions, 240 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+11
Holders Change %
+1.98%
% of All Funds
14.86%
Holding in Top 10
35
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+40%
% of All Funds
0.92%
New
85
Increased
175
Reduced
240
Closed
70
Calls
$158M
Puts
$146M
Net Calls
+$12.5M
Net Calls Change
+$26.6M

Top Buyers

1
LPC
1
Lone Pine Capital
Connecticut
$1.02B
2
Principal Financial Group
2
Principal Financial Group
Iowa
$278M
3
JHIU
3
Janus Henderson Investors US
Colorado
$1.42B
4
SCP
4
Soroban Capital Partners
New York
$179M
5
Winslow Capital Management
5
Winslow Capital Management
Minnesota
$161M

Top Sellers

1
LTI
1
Laffer Tengler Investments
Tennessee
$375M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$189M
3
American Century Companies
3
American Century Companies
Missouri
$334M
4
PC
4
Passport Capital
California
$42.8M
5
DCP
5
DSM Capital Partners
Florida
$115K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
476
IFP Advisors
Florida
$217K +$217K +2,811 New
BAM
477
Brave Asset Management
New Jersey
$216K – – –
EWM
478
Evercore Wealth Management
New York
$216K +$79.2K +1,023 +58%
BA
479
Bristlecone Advisors
Washington
$212K +$212K +2,749 New
EB
480
Eastern Bank
Massachusetts
$210K +$210K +2,712 New
MAM
481
Mizuho Asset Management
Japan
$205K +$23.3K +302 +13%
SAM
482
Silvercrest Asset Management
New York
$203K +$203K +2,624 New
WA
483
Wheatland Advisors
Pennsylvania
$200K +$200K +2,591 New
CSS
484
Cubist Systematic Strategies
Connecticut
$197K -$3.61M -46,710 -95%
OMCS
485
Old Mutual Customised Solutions
South Africa
$166K -$1.86K -24 -1%
CAW
486
Cornerstone Advisors (Washington)
Washington
$159K -$143K -1,850 -47%
IWM
487
Integrated Wealth Management
California
$158K -$6.8K -88 -4%
FHA
488
First Horizon Advisors
Tennessee
$134K -$68.4K -886 -34%
QCG
489
Quadrant Capital Group
Ohio
$125K -$67.7K -901 -35%
PAM
490
PartnerRe Asset Management
Connecticut
$121K -$206K -2,675 -63%
PAIA
491
Park Avenue Institutional Advisers
New York
$117K -$3.08K -40 -3%
DCP
492
DSM Capital Partners
Florida
$115K -$118M -1,529,680 -100%
NCM
493
Nelson Capital Management
California
$108K – – –
AOWM
494
Alpha Omega Wealth Management
Virginia
$104K +$104K +1,350 New
CFG
495
Citizens Financial Group
Rhode Island
$104K +$104K +1,350 New
WA
496
WFG Advisors
Texas
$97K – – –
ASN
497
Advisory Services Network
Georgia
$97K – – –
MFBTD
498
MB Financial Bank - Trust Department
Illinois
$93K -$16.6K -216 -15%
WTC
499
WhitTier Trust Company
Nevada
$93K – – –
S
500
SignatureFD
Georgia
$91K -$3.64K -47 -4%
18 19
20
21 22