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Dollar Tree
DLTR

Overview Fund Activity

600 hedge funds and large institutions have $18.6B invested in Dollar Tree in 2017 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 205 increasing their positions, 236 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+10
Holders Change %
+1.69%
% of All Funds
14.98%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.55%
New
74
Increased
205
Reduced
236
Closed
56
Calls
$150M
Puts
$181M
Net Calls
-$31.3M
Net Calls Change
-$17.6M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$720M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$262M
3
Bank of America
Bank of America
North Carolina
+$120M
4
HCM
Highfields Capital Management
Massachusetts
+$116M
5
Lazard Asset Management
Lazard Asset Management
New York
+$106M

Top Sellers

1
MC
Maverick Capital
Texas
-$696M
2
Morgan Stanley
Morgan Stanley
New York
-$165M
3
BlackRock
BlackRock
New York
-$148M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$134M
5
Renaissance Technologies
Renaissance Technologies
New York
-$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
HT
526
Heritage Trust
Oklahoma
$69K – – –
LWCFA
527
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$62K +$62K +715 New
First Manhattan
528
First Manhattan
New York
$60K – – –
VCM
529
Versant Capital Management
Arizona
$58K -$171 -2 -0.3%
EMG
530
ETF Managers Group
New Jersey
$58K +$5.27K +61 +10%
SPIA
531
Steward Partners Investment Advisory
New York
$57K -$5.97K -70 -9%
FCFS
532
First Command Financial Services
Texas
$52K – – –
FCB
533
First Command Bank
Texas
$52K – – –
PA
534
Parallel Advisors
California
$50K -$1.89K -20 -4%
AAP
535
Arax Advisory Partners
Colorado
$47K +$431 +5 +0.9%
GLI
536
Guardian Life Insurance
New York
$47K +$614 +7 +1%
PG
537
Patten Group
Tennessee
$46K – – –
DBT
538
Dubuque Bank & Trust
Iowa
$43K – – –
CFD
539
Creative Financial Designs
Indiana
$35K – – –
NCM
540
Nelson Capital Management
California
$35K – – –
GRP
541
Global Retirement Partners
California
$35K +$4.66K +54 +15%
FHA
542
First Horizon Advisors
Tennessee
$34K +$27.5K +322 +424%
AC
543
Alexandria Capital
Virginia
$33K -$2.19K -25 -6%
TCOV
544
Trust Company of Vermont
Vermont
$33K – – –
Bessemer Group
545
Bessemer Group
New Jersey
$32K -$24.7K -288 -44%
RFS
546
Rockefeller Financial Services
New York
$31K – – –
GAM
547
Gemmer Asset Management
California
$30K – – –
MIC
548
MU Investments Company
Japan
$30K +$30K +350 New
AIM
549
Advantage Investment Management
Iowa
$29K – – –
PMFA
550
Plante Moran Financial Advisors
Michigan
$27K – – –
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22
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