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Dollar Tree
DLTR

Overview Fund Activity

658 hedge funds and large institutions have $18.8B invested in Dollar Tree in 2018 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 234 increasing their positions, 240 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
658
Holders Change
-11
Holders Change %
-1.64%
% of All Funds
15.08%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.41%
New
85
Increased
234
Reduced
240
Closed
91
Calls
$323M
Puts
$270M
Net Calls
+$52.6M
Net Calls Change
+$21.9M

Top Buyers

1
MC
Maverick Capital
Texas
+$346M
2
DCP
Darsana Capital Partners
New York
+$170M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$139M
4
SI
Scharf Investments
California
+$114M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$109M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$319M
2
American Century Companies
American Century Companies
Missouri
-$250M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$247M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$211M
5
HCM
Highfields Capital Management
Massachusetts
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAW
526
Cornerstone Advisors (Washington)
Washington
$149K +$4.93K +58 +3%
GWM
527
Geneos Wealth Management
Colorado
$147K +$1.7K +20 +1%
YWP
528
YorkBridge Wealth Partners
New York
$143K – – –
CFG
529
Citizens Financial Group
Rhode Island
$142K -$30.2K -355 -18%
WAM
530
Wealthspire Advisors (Maryland)
Maryland
$131K -$13.8K -162 -10%
SFM
531
Signet Financial Management
New Jersey
$121K +$121K +1,418 New
QCG
532
Quadrant Capital Group
Ohio
$117K -$1.13K -14 -1%
SIA
533
Sit Investment Associates
Minnesota
$113K -$46.9K -550 -29%
MFBTD
534
MB Financial Bank - Trust Department
Illinois
$103K – – –
WTC
535
WhitTier Trust Company
Nevada
$102K – – –
CTC
536
Central Trust Company
Missouri
$101K -$82K -968 -45%
IUHSA
537
Itau Unibanco Holding S.A.
Brazil
$95K -$738K -8,660 -89%
ARMT
538
Amica Retiree Medical Trust
Rhode Island
$94K +$94K +1,110 New
WT
539
Washington Trust
Rhode Island
$89K +$89K +1,039 New
ED
540
Exane Derivatives
France
$86.6K – – –
TSW
541
Thompson Siegel & Walmsley
Virginia
$85K – – –
HCM
542
Highlander Capital Management
New Jersey
$85K +$85K +1,000 New
FANJ
543
Financial Architects (New Jersey)
New Jersey
$82K +$76.7K +900 +1,452%
FAM
544
Fred Alger Management
New York
$78K -$7.52M -88,559 -99%
S
545
SignatureFD
Georgia
$77K +$31.3K +369 +68%
FHA
546
First Horizon Advisors
Tennessee
$71K – – –
Acadian Asset Management
547
Acadian Asset Management
Massachusetts
$67K -$1.7K -20 -2%
FHA
548
Flagship Harbor Advisors
Massachusetts
$66K +$66K +780 New
ACS
549
Archford Capital Strategies
Illinois
$65K – – –
First Manhattan
550
First Manhattan
New York
$59K – – –
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