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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 %
CWM
501
Calamos Wealth Management
Illinois
$262K -$52.3K -564 -17%
PCM
502
Prelude Capital Management
New York
$261K +$261K +2,820 New
SS
503
Sunbelt Securities
Texas
$260K -$150K -1,615 -37%
FIM
504
Fernwood Investment Management
Massachusetts
$260K – – –
BCM
505
Brookstone Capital Management
Illinois
$258K +$258K +2,780 New
LCP
506
Legacy Capital Partners
Wisconsin
$253K – – –
WMG
507
WESCAP Management Group
California
$253K – – –
TI
508
Trexquant Investment
Connecticut
$250K -$5.53M -59,654 -96%
CTC
509
Central Trust Company
Missouri
$250K -$51.9K -560 -17%
FAAS
510
First Allied Advisory Services
California
$249K -$96.8K -1,043 -28%
FHC
511
First Heartland Consultants
Missouri
$243K +$243K +2,621 New
PVH
512
Psagot Value Holdings
Israel
$242K -$3.52K -38 -1%
EIM
513
Essex Investment Management
Massachusetts
$242K +$4.17K +45 +2%
EWM
514
Empirical Wealth Management
Washington
$241K +$241K +2,595 New
ACM
515
Aubrey Capital Management
United Kingdom
$239K +$239K +2,582 New
GLLW
516
Graves Light Lenhart Wealth
Virginia
$239K +$239K +2,577 New
LBD
517
Landsberg Bennett & Dubbaneh
Florida
$236K +$236K +2,524 New
LS
518
Livforsakringsbolaget Skandia
Sweden
$233K – – –
TAM
519
Tradition Asset Management
Virginia
$231K +$231K +2,500 New
PAS
520
Park Avenue Securities
New York
$229K +$229K +2,466 New
KTA
521
Keeley-Teton Advisors
Illinois
$225K +$225K +2,433 New
William Blair & Company
522
William Blair & Company
Illinois
$224K +$224K +2,422 New
LCM
523
Landscape Capital Management
New Jersey
$223K +$223K +2,401 New
AC
524
Athanor Capital
New York
$215K +$215K +2,321 New
CCA
525
Checchi Capital Advisers
California
$210K +$210K +2,268 New
19 20
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