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Dollar Tree
DLTR

Overview Fund Activity

568 hedge funds and large institutions have $13.1B invested in Dollar Tree in 2014 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 197 increasing their positions, 207 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+45
Holders Change %
+8.6%
% of All Funds
15.16%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.51%
New
94
Increased
197
Reduced
207
Closed
43
Calls
$366M
Puts
$169M
Net Calls
+$198M
Net Calls Change
+$91M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$178M
2
MC
Montag & Caldwell
Georgia
$149M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$317M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$127M
5
Viking Global Investors
Viking Global Investors
Connecticut
$506M

Top Sellers

1
HCM
Highfields Capital Management
Massachusetts
$371M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$148M
3
Two Sigma Investments
Two Sigma Investments
New York
$11.5M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$51.5M
5
HCM
Highbridge Capital Management
New York
$3.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHK
501
Point72 Hong Kong
Hong Kong
$152K +$131K +1,853 +614%
GGPS
502
Gary Goldberg Planning Services
New York
$146K -$331K -4,700 -69%
AAM
503
Advisors Asset Management
Colorado
$141K -$7.38K -105 -5%
IRS
504
Invictus RG (Singapore)
Singapore
$138K +$117K +1,663 +554%
Fuller & Thaler Asset Management
505
Fuller & Thaler Asset Management
California
$134K +$134K +1,900 New
EPM
506
Equitec Proprietary Markets
Illinois
$131K +$131K +1,857 New
OMCS
507
Old Mutual Customised Solutions
South Africa
$127K – – –
CSS
508
Cubist Systematic Strategies
Connecticut
$125K -$1.78M -25,205 -93%
LWM
509
LBA Wealth Management
Florida
$123K +$123K +1,745 New
CLOS
510
Compagnie Lombard Odier SCmA
Switzerland
$121K -$15.8K -225 -12%
NFG
511
Next Financial Group
Texas
$116K -$171K -2,430 -60%
W
512
Wealthfront
California
$116K +$28K +397 +32%
EWM
513
Evercore Wealth Management
New York
$112K – – –
NPC
514
National Planning Corporation
California
$111K +$111K +1,563 New
GIS
515
Guardian Investor Services
New York
$100K -$3.31K -47 -3%
NCM
516
Nelson Capital Management
California
$99K – – –
WTC
517
WhitTier Trust Company
Nevada
$84K – – –
GLI
518
Guardian Life Insurance
New York
$83K – – –
ST
519
Smithfield Trust
Pennsylvania
$78K – – –
NYLT
520
New York Life Trust
New York
$76K -$74.2K -1,047 -49%
S
521
SignatureFD
Georgia
$73K +$71.9K +1,018 +6,787%
MAM
522
Mizuho Asset Management
Japan
$71K +$19.4K +277 +38%
TSW
523
Thompson Siegel & Walmsley
Virginia
$70K – – –
Northwestern Mutual Wealth Management
524
Northwestern Mutual Wealth Management
Wisconsin
$68K +$26.7K +380 +65%
MFBTD
525
MB Financial Bank - Trust Department
Illinois
$63K -$63K -896 -50%
19 20
21
22 23