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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 %
IFWM
526
Institute for Wealth Management
Colorado
$280K +$3.1K +33 +1%
1W
527
1776 Wealth
Georgia
$279K +$279K +2,975 New
RJT
528
Raymond James Trust
Florida
$276K +$5.74K +61 +2%
SC
529
SouthState Corp
Florida
$271K -$21.1K -225 -7%
Fisher Asset Management
530
Fisher Asset Management
Washington
$269K +$269K +2,861 New
Baird Financial Group
531
Baird Financial Group
Wisconsin
$264K +$16.7K +178 +7%
FIM
532
Fernwood Investment Management
Massachusetts
$263K – – –
AMC
533
Asset Management Corp
Illinois
$263K +$263K +2,800 New
American Century Companies
534
American Century Companies
Missouri
$259K +$259K +2,757 New
LCP
535
Legacy Capital Partners
Wisconsin
$257K – – –
WMG
536
WESCAP Management Group
California
$256K – – –
YMRC
537
Yorktown Management & Research Company
Virginia
$254K – – –
CFA
538
Carroll Financial Associates
North Carolina
$253K – – –
SS
539
Sunbelt Securities
Texas
$253K +$253K +3,533 New
QCG
540
Quadrant Capital Group
Ohio
$251K +$64.4K +727 +34%
Franklin Resources
541
Franklin Resources
California
$242K -$22.8M -241,778 -99%
EIM
542
Essex Investment Management
Massachusetts
$241K – – –
CC
543
ClearArc Capital
Ohio
$237K -$98.1K -1,045 -29%
TAM
544
Tradition Asset Management
Virginia
$235K – – –
BBVA
545
Banco Bilbao Vizcaya Argentaria
Spain
$235K +$235K +2,501 New
LOAME
546
Lombard Odier Asset Management (Europe)
United Kingdom
$233K – – –
GIA
547
Gateway Investment Advisers
Ohio
$230K -$35K -371 -13%
KTA
548
Keeley-Teton Advisors
Illinois
$229K -$4.42K -47 -2%
FANJ
549
Financial Architects (New Jersey)
New Jersey
$228K -$376K -3,995 -62%
HI
550
Horizon Investments
North Carolina
$224K +$224K +2,383 New
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