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Dollar Tree
DLTR

Overview Fund Activity

718 hedge funds and large institutions have $21.1B invested in Dollar Tree in 2019 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 252 increasing their positions, 236 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
+27
Holders Change %
+3.91%
% of All Funds
14.18%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.38%
New
127
Increased
252
Reduced
236
Closed
87
Calls
$283M
Puts
$328M
Net Calls
-$45.3M
Net Calls Change
+$14.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$171M
2
PCM
Palestra Capital Management
New York
+$139M
3
Macquarie Group
Macquarie Group
Australia
+$118M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$104M
5
MCM
Melvin Capital Management
New York
+$84.6M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$215M
2
Invesco
Invesco
Georgia
-$195M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$159M
4
Renaissance Technologies
Renaissance Technologies
New York
-$121M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$90.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EMG
501
ETF Managers Group
New Jersey
$333K -$170K -1,816 -34%
SPC
502
Sigma Planning Corp
Michigan
$332K -$333K -3,541 -50%
AFAS
503
Acorn Financial Advisory Services
Virginia
$329K +$329K +3,498 New
CI
504
Conning Inc
Connecticut
$326K -$2.82K -30 -0.9%
BFIM
505
Beese Fulmer Investment Management
Ohio
$326K +$39.7K +422 +14%
HS
506
Haafor (Singapore)
Singapore
$326K +$326K +3,464 New
Fuller & Thaler Asset Management
507
Fuller & Thaler Asset Management
California
$324K +$33K +350 +11%
IRF
508
IBM Retirement Fund
New York
$323K -$16.7K -178 -5%
IA
509
IFP Advisors
Florida
$323K +$16K +175 +5%
PFO
510
Pathstone Family Office
New Jersey
$318K -$53.6K -57 -14%
BG
511
Bahl & Gaynor
Ohio
$317K +$317K +3,370 New
MML Investors Services
512
MML Investors Services
Massachusetts
$314K -$30.1K -320 -9%
MERSOM
513
Municipal Employees' Retirement System of Michigan
Michigan
$314K – – –
CTC
514
Central Trust Company
Missouri
$306K -$7.99K -85 -3%
BPWA
515
Beacon Pointe Wealth Advisors
California
$302K – – –
DC
516
DPM Capital
Florida
$300K +$300K +3,195 New
ITIM
517
Indiana Trust & Investment Management
Indiana
$293K +$5.17K +55 +2%
Northwestern Mutual Wealth Management
518
Northwestern Mutual Wealth Management
Wisconsin
$293K +$106K +1,127 +57%
CEP
519
Chicago Equity Partners
Illinois
$290K -$1.41K -15 -0.5%
ZIG
520
Zuckerman Investment Group
Illinois
$289K – – –
Pacer Advisors
521
Pacer Advisors
Pennsylvania
$286K -$3.56M -37,782 -93%
CAM
522
Cidel Asset Management
Ontario, Canada
$283K – – –
AIA
523
Avalon Investment & Advisory
Texas
$282K -$15.3M -162,358 -98%
NJBEST
524
New Jersey Better Educational Savings Trust
New Jersey
$282K -$47K -500 -14%
AAM
525
Azzad Asset Management
Virginia
$282K – – –
19 20
21
22 23