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Dollar Tree
DLTR

Overview Fund Activity

590 hedge funds and large institutions have $15.2B invested in Dollar Tree in 2017 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 251 increasing their positions, 204 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
-6
Holders Change %
-1.01%
% of All Funds
14.73%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.42%
New
64
Increased
251
Reduced
204
Closed
66
Calls
$179M
Puts
$193M
Net Calls
-$13.7M
Net Calls Change
-$509M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$400M
2
MC
Maverick Capital
Texas
+$264M
3
BlackRock
BlackRock
New York
+$103M
4
Millennium Management
Millennium Management
New York
+$82.1M
5
SAM
Scopus Asset Management
New York
+$74.1M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$513M
2
SCP
Soroban Capital Partners
New York
-$192M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$190M
4
DCP
Darsana Capital Partners
New York
-$155M
5
VAM
Vontobel Asset Management
New York
-$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
526
Parallel Advisors
California
$40K -$48.2K -663 -55%
PG
527
Patten Group
Tennessee
$39K – – –
AAP
528
Arax Advisory Partners
Colorado
$38K – – –
GLI
529
Guardian Life Insurance
New York
$37K -$26.6K -381 -42%
DBT
530
Dubuque Bank & Trust
Iowa
$35K – – –
ST
531
Sageworth Trust
Pennsylvania
$35K +$35K +500 New
CFD
532
Creative Financial Designs
Indiana
$28K -$16K -227 -36%
NCM
533
Nelson Capital Management
California
$28K – – –
AC
534
Alexandria Capital
Virginia
$28K +$836 +12 +3%
TCOV
535
Trust Company of Vermont
Vermont
$26K – – –
RFS
536
Rockefeller Financial Services
New York
$25K – – –
GRP
537
Global Retirement Partners
California
$25K +$7.1K +100 +40%
GAM
538
Gemmer Asset Management
California
$24K -$1.81K -26 -7%
AIM
539
Advantage Investment Management
Iowa
$23K – – –
SA
540
SpiderRock Advisors
Delaware
$23K – – –
PMFA
541
Plante Moran Financial Advisors
Michigan
$22K – – –
IDBONY
542
Israel Discount Bank of New York
New York
$21K – – –
TWA
543
TCI Wealth Advisors
Arizona
$21K – – –
NFG
544
Next Financial Group
Texas
$20K -$277 -4 -1%
HCM
545
Herndon Capital Management
Georgia
$18K – – –
RFA
546
Reilly Financial Advisors
California
$17K – – –
NA
547
NewEdge Advisors
Louisiana
$16.1K -$363K -5,467 -96%
SFG
548
SevenBridge Financial Group
Pennsylvania
$16K -$32K -450 -67%
BAM
549
Barrett Asset Management
New York
$15K – – –
IP
550
Isthmus Partners
Wisconsin
$14K -$2.51K -35 -15%
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22
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