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Dollar Tree
DLTR

Overview Fund Activity

690 hedge funds and large institutions have $23.1B invested in Dollar Tree in 2017 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 213 increasing their positions, 249 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
+90
Holders Change %
+15%
% of All Funds
15.67%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.61%
New
140
Increased
213
Reduced
249
Closed
46
Calls
$376M
Puts
$244M
Net Calls
+$132M
Net Calls Change
+$163M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$463M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$313M
3
DCP
DSM Capital Partners
Florida
+$179M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$117M
5
SAM
Scopus Asset Management
New York
+$115M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$207M
2
Macquarie Group
Macquarie Group
Australia
-$154M
3
Millennium Management
Millennium Management
New York
-$122M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$117M
5
Alkeon Capital Management
Alkeon Capital Management
New York
-$77.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
476
Prospera Financial Services
Texas
$448K +$131K +1,204 +41%
SC
477
SouthState Corp
Florida
$441K -$96.6K -900 -18%
VAM
478
Visionary Asset Management
Texas
$439K +$439K +4,089 New
AP
479
Advisor Partners
California
$436K +$65.2K +568 +18%
MWM
480
Meridian Wealth Management
Kentucky
$435K – – –
ST
481
Smithfield Trust
Pennsylvania
$423K -$124K -1,157 -23%
ECM
482
Everence Capital Management
Indiana
$417K – – –
PCM
483
Penserra Capital Management
California
$415K +$85.8K +800 +26%
CBT
484
Capital Bank & Trust
California
$409K +$5.9K +55 +1%
RBA
485
Richard Bernstein Advisors
New York
$402K +$402K +3,750 New
WG
486
Winton Group
United Kingdom
$398K -$322K -2,998 -45%
LS
487
Livforsakringsbolaget Skandia
Sweden
$388K -$96.7K -900 -20%
TI
488
Trexquant Investment
Connecticut
$386K -$103K -957 -21%
PI
489
Putnam Investments
Massachusetts
$386K -$75.1K -700 -16%
Capstone Investment Advisors
490
Capstone Investment Advisors
New York
$367K -$468K -4,364 -56%
P
491
Pitcairn
Pennsylvania
$366K +$11.6K +108 +3%
TIA
492
Tandem Investment Advisors
South Carolina
$365K -$27.5K -256 -7%
LP
493
LMR Partners
United Kingdom
$364K +$364K +3,396 New
FAAS
494
First Allied Advisory Services
California
$362K +$362K +3,369 New
IR
495
Invictus RG
Bermuda
$360K -$149K -1,392 -29%
DS
496
DRW Securities
Illinois
$355K +$355K +3,312 New
VFA
497
Voya Financial Advisors
Connecticut
$352K -$117K -1,085 -25%
FTIOP
498
Fiduciary Trust International of Pennsylvania
Pennsylvania
$348K -$19.3K -180 -5%
RIM
499
Rampart Investment Management
Connecticut
$345K +$36.1K +336 +12%
PP
500
Prudential plc
United Kingdom
$343K +$343K +3,200 New
18 19
20
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