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Dollar Tree
DLTR

Overview Fund Activity

684 hedge funds and large institutions have $19.8B invested in Dollar Tree in 2020 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 233 increasing their positions, 225 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
+30
Holders Change %
+4.59%
% of All Funds
14.06%
Holding in Top 10
22
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+69.23%
% of All Funds
0.45%
New
121
Increased
233
Reduced
225
Closed
88
Calls
$184M
Puts
$172M
Net Calls
+$11.6M
Net Calls Change
-$11.5M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$268M
2
MC
Maverick Capital
Texas
+$178M
3
Ameriprise
Ameriprise
Minnesota
+$111M
4
Renaissance Technologies
Renaissance Technologies
New York
+$101M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$75.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$712M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$304M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$156M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$73.9M
5
JCM
Junto Capital Management
New York
-$63.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
476
Southport Capital Management
Tennessee
$314K – – –
FFA
477
First Foundation Advisors
California
$314K +$314K +3,389 New
QT
478
Quantamental Technologies
New York
$314K +$314K +3,390 New
SC
479
Scotia Capital
Ontario, Canada
$311K -$31.3K -336 -9%
AFAS
480
Acorn Financial Advisory Services
Virginia
$310K – – –
PFO
481
Pathstone Family Office
New Jersey
$308K – – –
OCPWS
482
One Charles Private Wealth Services
Massachusetts
$306K +$306K +3,300 New
HI
483
Horizon Investments
North Carolina
$304K +$304K +3,278 New
GCA
484
Guardian Capital Advisors
Ontario, Canada
$297K -$18.6K -275 -6%
EWM
485
Evermay Wealth Management
Virginia
$297K – – –
BG
486
Bahl & Gaynor
Ohio
$297K – – –
WA
487
Wealth Alliance
New York
$294K +$294K +3,175 New
GSIS
488
Global Strategic Investment Solutions
Arizona
$292K +$292K +3,150 New
BPA
489
Beacon Pointe Advisors
California
$291K – – –
Wealthfront Advisers
490
Wealthfront Advisers
California
$291K +$291K +3,139 New
CFA
491
Carroll Financial Associates
North Carolina
$288K +$6.47K +70 +2%
AII
492
AGF Investments Inc
Ontario, Canada
$287K -$30.7K -332 -10%
1W
493
1776 Wealth
Georgia
$284K -$270K -2,925 -49%
CCP
494
Corient Capital Partners
California
$280K +$280K +3,021 New
CAM
495
Cidel Asset Management
Ontario, Canada
$279K – – –
NJBEST
496
New Jersey Better Educational Savings Trust
New Jersey
$278K – – –
RJT
497
Raymond James Trust
Florida
$273K +$273K +2,949 New
CCA
498
Catalyst Capital Advisors
New York
$269K +$260K +2,800 +2,800%
SC
499
SouthState Corp
Florida
$267K – – –
SW
500
SVB Wealth
Massachusetts
$266K -$40.1K -432 -13%
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