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Dollar Tree
DLTR

Overview Fund Activity

591 hedge funds and large institutions have $16.2B invested in Dollar Tree in 2015 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 194 increasing their positions, 234 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
591
Holders Change
+23
Holders Change %
+4.05%
% of All Funds
15.76%
Holding in Top 10
33
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+73.68%
% of All Funds
0.88%
New
92
Increased
194
Reduced
234
Closed
63
Calls
$394M
Puts
$70.1M
Net Calls
+$324M
Net Calls Change
+$127M

Top Buyers

1
MCM
Marsico Capital Management
Colorado
$360M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$476M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$207M
4
JHIU
Janus Henderson Investors US
Colorado
$195M
5
AllianceBernstein
AllianceBernstein
Tennessee
$206M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$97.2M
2
HCM
Highfields Capital Management
Massachusetts
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$95.6M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$37.2M
5
MG
Meritage Group
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
501
FDx Advisors
Illinois
$272K -$90.4K -1,097 -25%
MC
502
Maverick Capital
Texas
$266K +$266K +3,280 New
SHWM
503
Smith & Howard Wealth Management
Georgia
$261K +$261K +3,220 New
FTIOP
504
Fiduciary Trust International of Pennsylvania
Pennsylvania
$256K -$79.2K -975 -24%
FHA
505
First Horizon Advisors
Tennessee
$256K -$40.5K -498 -14%
CNB
506
City National Bank
California
$250K +$250K +3,078 New
SAM
507
Silvercrest Asset Management
New York
$243K – – –
BA
508
Birinyi Associates
Connecticut
$243K – – –
CI
509
Cowen Inc
New York
$242K +$242K +2,985 New
PCM
510
Price Capital Management
Louisiana
$235K +$235K +2,900 New
HCM
511
Hollencrest Capital Management
California
$233K – – –
IC
512
Intersect Capital
California
$228K – – –
WTB
513
Washington Trust Bank
Washington
$227K – – –
BAM
514
Brave Asset Management
New Jersey
$227K – – –
Los Angeles Capital Management
515
Los Angeles Capital Management
California
$227K +$227K +2,800 New
HH
516
Hilltop Holdings
Texas
$223K -$28.9K -355 -11%
CWM
517
Concert Wealth Management
California
$221K -$1.28K -18 -0.6%
EB
518
Eastern Bank
Massachusetts
$220K -$568K -7,000 -72%
SB
519
Suntrust Banks
Georgia
$220K +$220K +2,721 New
DCLA
520
Douglas C. Lane & Associates
New York
$210K +$210K +2,594 New
TBA
521
Train Babcock Advisors
New York
$205K +$205K +2,525 New
William Blair & Company
522
William Blair & Company
Illinois
$201K +$201K +2,480 New
SEC
523
Seven Eight Capital
New York
$185K +$185K +2,282 New
JG
524
Jefferies Group
New York
$182K +$182K +2,245 New
IWM
525
Integrated Wealth Management
California
$171K +$171K +2,115 New
19 20
21
22 23