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Dollar Tree
DLTR

Overview Fund Activity

654 hedge funds and large institutions have $15.8B invested in Dollar Tree in 2020 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 201 increasing their positions, 270 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
-64
Holders Change %
-8.91%
% of All Funds
14.45%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.29%
New
89
Increased
201
Reduced
270
Closed
145
Calls
$174M
Puts
$151M
Net Calls
+$23.1M
Net Calls Change
+$68.3M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$495M
2
EIP
Epoch Investment Partners
New York
+$136M
3
BAM
Burgundy Asset Management
Ontario, Canada
+$117M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$87.1M
5
Ameriprise
Ameriprise
Minnesota
+$85.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$554M
2
JSP
Jackson Square Partners
California
-$471M
3
FAM
Fred Alger Management
New York
-$152M
4
Macquarie Group
Macquarie Group
Australia
-$145M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
476
Beacon Pointe Advisors
California
$231K +$231K +3,136 New
FIM
477
Freedom Investment Management
Connecticut
$229K -$209K -2,398 -48%
ZIG
478
Zuckerman Investment Group
Illinois
$226K – – –
WANY
479
Wealthspire Advisors (New York)
New York
$226K +$226K +3,081 New
CFA
480
Carroll Financial Associates
North Carolina
$223K +$25.6K +350 +13%
CAM
481
Cidel Asset Management
Ontario, Canada
$221K – – –
NJBEST
482
New Jersey Better Educational Savings Trust
New Jersey
$220K – – –
MA
483
MYDA Advisors
New York
$220K +$220K +3,000 New
HS
484
Haafor (Singapore)
Singapore
$218K -$35.9K -490 -14%
PM
485
Parametrica Management
Hong Kong
$215K +$215K +2,922 New
SC
486
SouthState Corp
Florida
$212K – – –
FIM
487
Fernwood Investment Management
Massachusetts
$206K – – –
AMC
488
Asset Management Corp
Illinois
$206K – – –
FRM
489
Fox Run Management
Connecticut
$203K +$203K +2,762 New
CCT
490
Country Club Trust
Missouri
$202K +$202K +2,536 New
CA
491
Clearstead Advisors
Ohio
$201K -$82.3K -1,120 -29%
LCP
492
Legacy Capital Partners
Wisconsin
$200K – – –
WMG
493
WESCAP Management Group
California
$200K – – –
PVH
494
Psagot Value Holdings
Israel
$195K +$67.5K +917 +53%
DCM
495
Dupont Capital Management
Delaware
$194K +$194K +2,647 New
SF
496
Synovus Financial
Georgia
$190K +$46.3K +654 +32%
EIM
497
Essex Investment Management
Massachusetts
$189K – – –
LS
498
Livforsakringsbolaget Skandia
Sweden
$185K +$58.9K +800 +47%
BFEC
499
Benjamin F. Edwards & Company
Missouri
$178K +$19.7K +268 +12%
S
500
Seeyond
France
$142K -$43.8K -4,436 -24%
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